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Motley Fool Mid-Cap Growth ETF

30 hedge funds and large institutions have $6.36M invested in Motley Fool Mid-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

1.45% less ownership

Funds ownership: 4.89%3.44% (-1.5%)

3% less funds holding

Funds holding: 3130 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

35% less capital invested

Capital invested by funds: $9.85M → $6.36M (-$3.5M)

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GS
1
GTS Securities
New York
$1.83M +$2.15M +71,119 New
Osaic Holdings
2
Osaic Holdings
Arizona
$601K -$47.8K -1,580 -6%
Creative Planning
3
Creative Planning
Kansas
$518K +$39K +1,289 +7%
LPL Financial
4
LPL Financial
California
$456K -$3.69K -122 -0.7%
MA
5
Mutual Advisors
Nebraska
$406K +$76.7K +2,533 +20%
WPC
6
Wedmont Private Capital
Pennsylvania
$319K
PFA
7
Pure Financial Advisors
California
$313K
TIAA Trust, National Association
8
TIAA Trust, National Association
North Carolina
$313K
FHA
9
Flagship Harbor Advisors
Massachusetts
$256K +$5.69K +188 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$255K +$43.4K +1,432 +17%
PAG
11
Private Advisor Group
New Jersey
$221K +$11.5K +379 +5%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$212K +$11.4K +376 +5%
GRP
13
Global Retirement Partners
California
$198K
KFI
14
Key Financial Inc
Pennsylvania
$102K
Fidelity Investments
15
Fidelity Investments
Massachusetts
$66K
TC
16
Trust Company
Kansas
$61.7K
MCM
17
MAI Capital Management
Ohio
$49.5K +$58.1K +1,920 New
Morgan Stanley
18
Morgan Stanley
New York
$48.9K -$30 -1 -0.1%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$34K
CA
20
CoreCap Advisors
Michigan
$18K
UBS Group
21
UBS Group
Switzerland
$17.4K +$17.8K +589 +693%
AF
22
Allworth Financial
California
$16K +$14.9K +491 +491%
DWM
23
Darwin Wealth Management
Florida
$12.8K
SAM
24
Smartleaf Asset Management
Massachusetts
$12.4K
Bank of America
25
Bank of America
North Carolina
$9.15K

TMFM Hedge Fund Activity: Q4 2024 in Review

30 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Mid-Cap Growth ETF (TMFM) for Q4 2024, worth a combined $6.36M — down 35% from $9.85M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of TMFM and 3 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 8 added.

The largest buyer was GTS Securities, opening a new position worth an estimated $2.15M. The largest seller was Motley Fool Wealth Management, exiting entirely with an estimated $4.33M sold.

  • 30 institutional investors held Motley Fool Mid-Cap Growth ETF (TMFM) as of Q4 2024, down from 31 in Q3 2024.
  • Funds reported $6.36M of Motley Fool Mid-Cap Growth ETF stock for Q4 2024, down 35% quarter-over-quarter.
  • 3 funds opened new Motley Fool Mid-Cap Growth ETF positions in Q4 2024 and 4 closed out, a net change of -1 holder.
  • The largest Motley Fool Mid-Cap Growth ETF buyer in Q4 2024 was GTS Securities, an estimated $2.15M added.
  • The largest Motley Fool Mid-Cap Growth ETF seller in Q4 2024 was Motley Fool Wealth Management, an estimated $4.33M sold.

Based on aggregated 13F filings for Q4 2024.