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Motley Fool Mid-Cap Growth ETF

31 hedge funds and large institutions have $6.96M invested in Motley Fool Mid-Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

9% more capital invested

Capital invested by funds: $6.36M → $6.96M (+$603K)

3% more funds holding

Funds holding: 3031 (+1)

0.57% more ownership

Funds ownership: 3.44%4.01% (+0.57%)

Holders
31
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
5
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GS
1
GTS Securities
New York
$1.69M -$93.2K -3,560 -5%
Osaic Holdings
2
Osaic Holdings
Arizona
$1.37M +$823K +31,433 +135%
Creative Planning
3
Creative Planning
Kansas
$502K -$864 -33 -0.2%
MA
4
Mutual Advisors
Nebraska
$432K +$61.1K +2,334 +15%
LPL Financial
5
LPL Financial
California
$420K -$23K -880 -5%
PFA
6
Pure Financial Advisors
California
$304K
WPC
7
Wedmont Private Capital
Pennsylvania
$301K
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$283K +$296K +11,325 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$257K +$10.6K +405 +4%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$254K +$50.5K +1,930 +23%
FHA
11
Flagship Harbor Advisors
Massachusetts
$247K -$1.05K -40 -0.4%
Citadel Advisors
12
Citadel Advisors
Florida
$233K +$244K +9,320 New
PAG
13
Private Advisor Group
New Jersey
$219K +$4.66K +178 +2%
KFI
14
Key Financial Inc
Pennsylvania
$98.9K
Fidelity Investments
15
Fidelity Investments
Massachusetts
$64K
TC
16
Trust Company
Kansas
$59.8K
MCM
17
MAI Capital Management
Ohio
$48K
Morgan Stanley
18
Morgan Stanley
New York
$47.4K
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$33K
CA
20
CoreCap Advisors
Michigan
$17.5K
S
21
SignatureFD
Georgia
$14.9K +$15.5K +594 New
AF
22
Allworth Financial
California
$14.5K
DWM
23
Darwin Wealth Management
Florida
$12.8K
SAM
24
Smartleaf Asset Management
Massachusetts
$12K
Bank of America
25
Bank of America
North Carolina
$8.88K

TMFM Hedge Fund Activity: Q1 2025 in Review

31 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Mid-Cap Growth ETF (TMFM) for Q1 2025, worth a combined $6.96M — up 9.5% from $6.36M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new TMFM positions and 3 closed out — a net gain of 2 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $823K. The largest seller was TIAA Trust, National Association, exiting entirely with an estimated $313K sold.

  • 31 institutional investors held Motley Fool Mid-Cap Growth ETF (TMFM) as of Q1 2025, up from 30 in Q4 2024.
  • Funds reported $6.96M of Motley Fool Mid-Cap Growth ETF stock for Q1 2025, up 9.5% quarter-over-quarter.
  • 5 funds opened new Motley Fool Mid-Cap Growth ETF positions in Q1 2025 and 3 closed out, a net change of +2 holders.
  • The largest Motley Fool Mid-Cap Growth ETF buyer in Q1 2025 was Osaic Holdings, an estimated $823K added.
  • The largest Motley Fool Mid-Cap Growth ETF seller in Q1 2025 was TIAA Trust, National Association, an estimated $313K sold.

Based on aggregated 13F filings for Q1 2025.