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Motley Fool Mid-Cap Growth ETF

30 hedge funds and large institutions have $5.38M invested in Motley Fool Mid-Cap Growth ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

20% more funds holding

Funds holding: 2530 (+5)

1.75% less ownership

Funds ownership: 4.45%2.7% (-1.8%)

36% less capital invested

Capital invested by funds: $8.48M → $5.38M (-$3.09M)

67% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 6

Holders
30
Holders Change
+5
Holders Change %
+20%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
2
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$864K +$314K +12,215 +62%
Osaic Holdings
2
Osaic Holdings
Arizona
$653K -$950 -37 -0.2%
LPL Financial
3
LPL Financial
California
$457K +$23.7K +923 +6%
WPC
4
Wedmont Private Capital
Pennsylvania
$337K
PFA
5
Pure Financial Advisors
California
$329K
Citadel Advisors
6
Citadel Advisors
Florida
$316K +$300K +11,671 New
MA
7
Mutual Advisors
Nebraska
$315K +$299K +11,633 New
FHA
8
Flagship Harbor Advisors
Massachusetts
$266K -$5.11K -199 -2%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$246K +$233K +9,071 New
BCI
10
Brinker Capital Investments
Pennsylvania
$234K +$221K +8,620 New
MAS
11
Meeder Advisory Services
Ohio
$234K +$221K +8,620 New
OPS
12
Orion Portfolio Solutions
Nebraska
$234K +$221K +8,620 New
PAG
13
Private Advisor Group
New Jersey
$222K
GRP
14
Global Retirement Partners
California
$208K
KFI
15
Key Financial Inc
Pennsylvania
$107K
Fidelity Investments
16
Fidelity Investments
Massachusetts
$69.4K
TC
17
Trust Company
Kansas
$64.9K +$61.5K +2,393 New
Morgan Stanley
18
Morgan Stanley
New York
$51.4K -$48.6K -1,892 -50%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$48.7K -$10.7K -417 -19%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$36K
CA
21
CoreCap Advisors
Michigan
$33.4K +$31.7K +1,234 New
HGERS
22
Householder Group Estate & Retirement Specialist
Arizona
$16.9K
SAM
23
Smartleaf Asset Management
Massachusetts
$13K +$12.4K +481 New
Bank of America
24
Bank of America
North Carolina
$9.62K -$10.2K -398 -53%
US Bancorp
25
US Bancorp
Minnesota
$7.54K

TMFM Hedge Fund Activity: Q1 2024 in Review

30 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Mid-Cap Growth ETF (TMFM) for Q1 2024, worth a combined $5.38M — down 36% from $8.48M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TMFM positions and 4 closed out — a net gain of 5 holders — while 2 added to existing stakes and 6 trimmed.

The largest buyer was Creative Planning, adding an estimated $314K. The largest seller was Motley Fool Wealth Management, exiting entirely with an estimated $3.74M sold.

  • 30 institutional investors held Motley Fool Mid-Cap Growth ETF (TMFM) as of Q1 2024, up from 25 in Q4 2023.
  • Funds reported $5.38M of Motley Fool Mid-Cap Growth ETF stock for Q1 2024, down 36% quarter-over-quarter.
  • 9 funds opened new Motley Fool Mid-Cap Growth ETF positions in Q1 2024 and 4 closed out, a net change of +5 holders.
  • The largest Motley Fool Mid-Cap Growth ETF buyer in Q1 2024 was Creative Planning, an estimated $314K added.
  • The largest Motley Fool Mid-Cap Growth ETF seller in Q1 2024 was Motley Fool Wealth Management, an estimated $3.74M sold.

Based on aggregated 13F filings for Q1 2024.