Motley Fool Small-Cap Growth ETF
TMFS
27 hedge funds and large institutions have $4.59M invested in Motley Fool Small-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 7 closing their positions.
2.57% less ownership
Funds ownership: 9.65% → 7.08% (-2.6%)
16% less funds holding
Funds holding: 32 → 27 (-5)
29% less capital invested
Capital invested by funds: $6.49M → $4.59M (-$1.9M)
67% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 9
71% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAG
Fortitude Advisory Group
Gig Harbor,
Washington
|
+$206K |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$165K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$44.9K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$16K |
| 5 |
CAGAS
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
+$158 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$966K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$528K |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$413K |
| 4 |
Jane Street
New York
|
-$267K |
| 5 |
LPL Financial
San Diego,
California
|
-$92.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Commonwealth Equity Services
Waltham,
Massachusetts
| $230 | -$3.59K | -136 | -2% |
|
|
WAM
27
Worth Asset Management
Dallas,
Texas
| $107 | – | – | – |
|
|
28
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$966K | -39,497 | Closed |
|
|
29
Citadel Advisors
Miami,
Florida
| – | -$528K | -21,597 | Closed |
|
|
DADC
30
D.A. Davidson & Co
Great Falls,
Montana
| – | -$413K | -16,887 | Closed |
|
|
31
Jane Street
New York
| – | -$267K | -10,932 | Closed |
|
|
EWM
32
Evermay Wealth Management
Arlington,
Virginia
| – | -$9.78K | -400 | Closed |
|
|
LWA
33
Lowe Wealth Advisors
Columbia,
Maryland
| – | -$4.89K | -200 | Closed |
|
|
HCM
34
Hollencrest Capital Management
Newport Beach,
California
| – | -$4.42K | -181 | Closed |
|
TMFS Hedge Fund Activity: Q1 2023 in Review
27 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Small-Cap Growth ETF (TMFS) for Q1 2023, worth a combined $4.59M — down 29% from $6.49M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of TMFS and 2 opened new positions — a net loss of 5 holders — while 9 trimmed existing stakes and 3 added.
The largest buyer was Fortitude Advisory Group, opening a new position worth an estimated $206K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $966K sold.
- 27 institutional investors held Motley Fool Small-Cap Growth ETF (TMFS) as of Q1 2023, down from 32 in Q4 2022.
- Funds reported $4.59M of Motley Fool Small-Cap Growth ETF stock for Q1 2023, down 29% quarter-over-quarter.
- 2 funds opened new Motley Fool Small-Cap Growth ETF positions in Q1 2023 and 7 closed out, a net change of -5 holders.
- The largest Motley Fool Small-Cap Growth ETF buyer in Q1 2023 was Fortitude Advisory Group, an estimated $206K added.
- The largest Motley Fool Small-Cap Growth ETF seller in Q1 2023 was Susquehanna International Group, an estimated $966K sold.
Based on aggregated 13F filings for Q1 2023.