Motley Fool Small-Cap Growth ETF
TMFS
32 hedge funds and large institutions have $6.49M invested in Motley Fool Small-Cap Growth ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 2 increasing their positions, 7 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
7% more funds holding
Funds holding: 30 → 32 (+2)
1.16% less ownership
Funds ownership: 10.81% → 9.65% (-1.2%)
18% less capital invested
Capital invested by funds: $7.87M → $6.49M (-$1.38M)
71% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$522K |
| 2 |
Jane Street
New York
|
+$264K |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$263K |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$93.1K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$14.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
-$2.06M |
| 2 |
LPL Financial
San Diego,
California
|
-$305K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$252K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$179K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$29.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWP
26
Baldwin Wealth Partners
Marion,
Massachusetts
| $3.67K | – | – | – |
|
|
FDCDDQ
27
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $2.27K | – | – | – |
|
28
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | – | – | – |
|
29
Osaic Holdings
Scottsdale,
Arizona
| $1K | – | – | – |
|
30
Wells Fargo
San Francisco,
California
| $391 | – | – | – |
|
|
KFI
31
Key Financial Inc
West Chester,
Pennsylvania
| $349 | – | – | – |
|
|
WAM
32
Worth Asset Management
Dallas,
Texas
| $98 | – | – | – |
|
|
GIA
33
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| – | -$2.06M | -88,563 | Closed |
|
|
CAN
34
Cetera Advisor Networks
El Segundo,
California
| – | -$252K | -10,839 | Closed |
|
|
BCMLT
35
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| – | -$10K | -434 | Closed |
|
|
GWM
36
Geneos Wealth Management
Englewood,
Colorado
| – | -$1K | -80 | Closed |
|
TMFS Hedge Fund Activity: Q4 2022 in Review
32 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Small-Cap Growth ETF (TMFS) for Q4 2022, worth a combined $6.49M — down 18% from $7.87M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new TMFS positions and 5 closed out — a net gain of 2 holders — while 2 added to existing stakes and 7 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $522K. The largest seller was Gladstone Institutional Advisory, exiting entirely with an estimated $2.06M sold.
- 32 institutional investors held Motley Fool Small-Cap Growth ETF (TMFS) as of Q4 2022, up from 30 in Q3 2022.
- Funds reported $6.49M of Motley Fool Small-Cap Growth ETF stock for Q4 2022, down 18% quarter-over-quarter.
- 7 funds opened new Motley Fool Small-Cap Growth ETF positions in Q4 2022 and 5 closed out, a net change of +2 holders.
- The largest Motley Fool Small-Cap Growth ETF buyer in Q4 2022 was Citadel Advisors, an estimated $522K added.
- The largest Motley Fool Small-Cap Growth ETF seller in Q4 2022 was Gladstone Institutional Advisory, an estimated $2.06M sold.
Based on aggregated 13F filings for Q4 2022.