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Motley Fool Small-Cap Growth ETF

38 hedge funds and large institutions have $40.6M invested in Motley Fool Small-Cap Growth ETF in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
-5
Holders Change %
-11.63%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
11
Reduced
11
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
26
UBS Group
Switzerland
$46K +$17.6K +442 +62%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$42K +$42K +1,041 New
LWA
28
Lowe Wealth Advisors
Maryland
$27K
CFD
29
Creative Financial Designs
Indiana
$24K
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$21K
US Bancorp
31
US Bancorp
Minnesota
$17K
SWM
32
Spire Wealth Management
Virginia
$16K
AWM
33
Avior Wealth Management
Nebraska
$15K
PA
34
Parallel Advisors
California
$14K
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$9K -$40.7K -972 -82%
HI
36
Harbour Investments
Wisconsin
$6K +$6K +141 New
KFI
37
Key Financial Inc
Pennsylvania
$1K
HWA
38
HHM Wealth Advisors
Tennessee
$1K +$1K +14 New
RA
39
RiverTree Advisors
Florida
-$7.32M -195,158 Closed
FEM
40
Fulcrum Equity Management
Texas
-$2.04M -54,375 Closed
Citadel Advisors
41
Citadel Advisors
Florida
-$681K -18,163 Closed
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
-$374K -9,972 Closed
APA
43
American Portfolios Advisors
New York
-$285K -7,612 Closed
AF
44
Allworth Financial
California
-$26K -685 Closed
GAM
45
Gemmer Asset Management
California
-$19K -498 Closed
NFG
46
Next Financial Group
Texas
-$9K -250 Closed
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
-$6K -159 Closed
LWANC
48
Laurel Wealth Advisors (North Carolina)
North Carolina
-$4K -104 Closed