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Motley Fool Small-Cap Growth ETF

18 hedge funds and large institutions have $12.5M invested in Motley Fool Small-Cap Growth ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 2

67% more capital invested

Capital invested by funds: $7.47M → $12.5M (+$4.98M)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

6% more funds holding

Funds holding: 1718 (+1)

2.47% more ownership

Funds ownership: 11.43%13.9% (+2.5%)

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$3.28M +$964K +37,341 +48%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.66M +$1.86M +72,074 +345%
Stifel Financial
3
Stifel Financial
Missouri
$2.09M +$454K +17,580 +32%
LPL Financial
4
LPL Financial
California
$1.49M +$1.05M +40,796 +368%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$660K -$2.79M -107,863 -82%
TIA
6
Tiemann Investment Advisors
California
$398K
DADC
7
D.A. Davidson & Co
Montana
$391K
FEM
8
Fulcrum Equity Management
Texas
$324K +$292K +11,324 New
NCM
9
Niemann Capital Management
Nevada
$320K +$289K +11,173 New
Citadel Advisors
10
Citadel Advisors
Florida
$263K -$27.8K -1,075 -10%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$242K +$218K +8,447 New
UBS Group
12
UBS Group
Switzerland
$193K +$36.8K +1,424 +27%
Morgan Stanley
13
Morgan Stanley
New York
$63K
IA
14
IFP Advisors
Florida
$22K
AF
15
Allworth Financial
California
$20K +$17.7K +685 New
AWM
16
Avior Wealth Management
Nebraska
$19K
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$15K +$13.1K +507 New
US Bancorp
18
US Bancorp
Minnesota
$12K
Jane Street
19
Jane Street
New York
-$280K -13,457 Closed
FANJ
20
Financial Architects (New Jersey)
New Jersey
-$18K -860 Closed
MWM
21
MBE Wealth Management
Wisconsin
-$8K -424 Closed
DWM
22
Darwin Wealth Management
Florida
-$8K -400 Closed

TMFS Hedge Fund Activity: Q2 2020 in Review

18 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Small-Cap Growth ETF (TMFS) for Q2 2020, worth a combined $12.5M — up 67% from $7.47M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new TMFS positions and 4 closed out — a net gain of 1 holder — while 5 added to existing stakes and 2 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $1.86M. The largest seller was Susquehanna International Group, cutting an estimated $2.79M.

  • 18 institutional investors held Motley Fool Small-Cap Growth ETF (TMFS) as of Q2 2020, up from 17 in Q1 2020.
  • Funds reported $12.5M of Motley Fool Small-Cap Growth ETF stock for Q2 2020, up 67% quarter-over-quarter.
  • 5 funds opened new Motley Fool Small-Cap Growth ETF positions in Q2 2020 and 4 closed out, a net change of +1 holder.
  • The largest Motley Fool Small-Cap Growth ETF buyer in Q2 2020 was Cambridge Investment Research Advisors, an estimated $1.86M added.
  • The largest Motley Fool Small-Cap Growth ETF seller in Q2 2020 was Susquehanna International Group, an estimated $2.79M sold.

Based on aggregated 13F filings for Q2 2020.