Motley Fool Small-Cap Growth ETF
TMFS
34 hedge funds and large institutions have $24.5M invested in Motley Fool Small-Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 1 closing their positions.
1,400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 1
125% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 4
69% more capital invested
Capital invested by funds: $14.6M → $24.5M (+$9.98M)
62% more funds holding
Funds holding: 21 → 34 (+13)
5.21% more ownership
Funds ownership: 15.14% → 20.35% (+5.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$3.04M |
| 2 |
LPL Financial
San Diego,
California
|
+$906K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$884K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$589K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$552K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.59M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$128K |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$25K |
| 4 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$15.9K |
| 5 |
Morgan Stanley
New York
|
-$2.01K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
26
Allworth Financial
Folsom,
California
| $26K | – | – | – |
|
|
LWA
27
Lowe Wealth Advisors
Columbia,
Maryland
| $26K | – | – | – |
|
|
AWM
28
Avior Wealth Management
Omaha,
Nebraska
| $25K | – | – | – |
|
|
CFD
29
Creative Financial Designs
Kokomo,
Indiana
| $23K | +$21.4K | +597 | New |
|
30
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| $21K | +$1K | +28 | +6% |
|
31
US Bancorp
Minneapolis,
Minnesota
| $16K | – | – | – |
|
32
Bank of Montreal
Toronto,
Ontario, Canada
| $6K | +$5.71K | +159 | New |
|
|
LWANC
33
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| $3K | +$3.02K | +84 | New |
|
|
KFI
34
Key Financial Inc
West Chester,
Pennsylvania
| $1K | +$539 | +15 | New |
|
|
PFS
35
Prospera Financial Services
Dallas,
Texas
| – | -$25K | -800 | Closed |
|
TMFS Hedge Fund Activity: Q4 2020 in Review
34 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Small-Cap Growth ETF (TMFS) for Q4 2020, worth a combined $24.5M — up 69% from $14.6M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new TMFS positions and 1 closed out — a net gain of 14 holders — while 9 added to existing stakes and 4 trimmed.
The largest buyer was Advisory Services Network, opening a new position worth an estimated $3.04M. The largest seller was Osaic Holdings, cutting an estimated $3.59M.
- 34 institutional investors held Motley Fool Small-Cap Growth ETF (TMFS) as of Q4 2020, up from 21 in Q3 2020.
- Funds reported $24.5M of Motley Fool Small-Cap Growth ETF stock for Q4 2020, up 69% quarter-over-quarter.
- 15 funds opened new Motley Fool Small-Cap Growth ETF positions in Q4 2020 and 1 closed out, a net change of +14 holders.
- The largest Motley Fool Small-Cap Growth ETF buyer in Q4 2020 was Advisory Services Network, an estimated $3.04M added.
- The largest Motley Fool Small-Cap Growth ETF seller in Q4 2020 was Osaic Holdings, an estimated $3.59M sold.
Based on aggregated 13F filings for Q4 2020.