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Motley Fool Mid-Cap Growth ETF

29 hedge funds and large institutions have $9.32M invested in Motley Fool Mid-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more capital invested

Capital invested by funds: $5.38M → $9.32M (+$3.94M)

2.27% more ownership

Funds ownership: 2.7%4.97% (+2.3%)

3% less funds holding

Funds holding: 3029 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

Holders
29
Holders Change
-1
Holders Change %
-3.33%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
3
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFWM
1
Motley Fool Wealth Management
Virginia
$3.9M +$3.88M +148,531 New
Creative Planning
2
Creative Planning
Kansas
$748K -$88.7K -3,400 -11%
Osaic Holdings
3
Osaic Holdings
Arizona
$631K -$2.19K -84 -0.3%
LPL Financial
4
LPL Financial
California
$500K +$56.4K +2,160 +13%
Citadel Advisors
5
Citadel Advisors
Florida
$400K +$93.1K +3,569 +31%
MA
6
Mutual Advisors
Nebraska
$348K +$18.4K +705 +6%
WPC
7
Wedmont Private Capital
Pennsylvania
$340K
PFA
8
Pure Financial Advisors
California
$319K
TIAA Trust, National Association
9
TIAA Trust, National Association
North Carolina
$319K +$317K +12,139 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$292K +$290K +11,126 New
FHA
11
Flagship Harbor Advisors
Massachusetts
$258K
GS
12
GTS Securities
New York
$243K +$241K +9,253 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$222K +$221K +8,453 New
PAG
14
Private Advisor Group
New Jersey
$215K
GRP
15
Global Retirement Partners
California
$202K
KFI
16
Key Financial Inc
Pennsylvania
$104K
Fidelity Investments
17
Fidelity Investments
Massachusetts
$67.3K
TC
18
Trust Company
Kansas
$62.9K
Morgan Stanley
19
Morgan Stanley
New York
$49.8K -$26 -1 -0.1%
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$35K
CA
21
CoreCap Advisors
Michigan
$18.3K -$14K -536 -43%
HGERS
22
Householder Group Estate & Retirement Specialist
Arizona
$16K
SAM
23
Smartleaf Asset Management
Massachusetts
$12.6K
Bank of America
24
Bank of America
North Carolina
$9.33K
US Bancorp
25
US Bancorp
Minnesota
$7.3K

TMFM Hedge Fund Activity: Q2 2024 in Review

29 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Mid-Cap Growth ETF (TMFM) for Q2 2024, worth a combined $9.32M — up 73% from $5.38M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of TMFM and 5 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 3 added.

The largest buyer was Motley Fool Wealth Management, opening a new position worth an estimated $3.88M. The largest seller was Wealth Enhancement Advisory Services, exiting entirely with an estimated $246K sold.

  • 29 institutional investors held Motley Fool Mid-Cap Growth ETF (TMFM) as of Q2 2024, down from 30 in Q1 2024.
  • Funds reported $9.32M of Motley Fool Mid-Cap Growth ETF stock for Q2 2024, up 73% quarter-over-quarter.
  • 5 funds opened new Motley Fool Mid-Cap Growth ETF positions in Q2 2024 and 6 closed out, a net change of -1 holder.
  • The largest Motley Fool Mid-Cap Growth ETF buyer in Q2 2024 was Motley Fool Wealth Management, an estimated $3.88M added.
  • The largest Motley Fool Mid-Cap Growth ETF seller in Q2 2024 was Wealth Enhancement Advisory Services, an estimated $246K sold.

Based on aggregated 13F filings for Q2 2024.