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Motley Fool Small-Cap Growth ETF

21 hedge funds and large institutions have $14.6M invested in Motley Fool Small-Cap Growth ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

17% more capital invested

Capital invested by funds: $12.5M → $14.6M (+$2.11M)

17% more funds holding

Funds holding: 1821 (+3)

1.24% more ownership

Funds ownership: 13.9%15.14% (+1.2%)

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
5
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$3.6M +$80.3K +2,611 +2%
LPL Financial
2
LPL Financial
California
$3.44M +$1.84M +59,966 +116%
Stifel Financial
3
Stifel Financial
Missouri
$2.6M +$354K +11,508 +16%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.15M -$705K -22,915 -25%
TIA
5
Tiemann Investment Advisors
California
$522K +$95.3K +3,100 +22%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$443K +$184K +5,984 +71%
DADC
7
D.A. Davidson & Co
Montana
$405K -$14.3K -464 -3%
FAAS
8
First Allied Advisory Services
California
$293K +$293K +9,542 New
FEM
9
Fulcrum Equity Management
Texas
$284K -$63.8K -2,076 -18%
SG
10
StoneX Group
New York
$266K +$266K +8,646 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$215K +$215K +7,001 New
UBS Group
12
UBS Group
Switzerland
$138K -$68.6K -2,230 -33%
Morgan Stanley
13
Morgan Stanley
New York
$68K
IA
14
IFP Advisors
Florida
$25K
PFS
15
Prospera Financial Services
Texas
$25K +$24.6K +800 New
AF
16
Allworth Financial
California
$21K
AWM
17
Avior Wealth Management
Nebraska
$20K
LWA
18
Lowe Wealth Advisors
Maryland
$20K +$20.5K +667 New
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$16K
US Bancorp
20
US Bancorp
Minnesota
$13K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$7K +$6.61K +215 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$660K -23,046 Closed
NCM
23
Niemann Capital Management
Nevada
-$320K -11,173 Closed
Citadel Advisors
24
Citadel Advisors
Florida
-$263K -9,174 Closed

TMFS Hedge Fund Activity: Q3 2020 in Review

21 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Small-Cap Growth ETF (TMFS) for Q3 2020, worth a combined $14.6M — up 17% from $12.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new TMFS positions and 3 closed out — a net gain of 3 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.84M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $705K.

  • 21 institutional investors held Motley Fool Small-Cap Growth ETF (TMFS) as of Q3 2020, up from 18 in Q2 2020.
  • Funds reported $14.6M of Motley Fool Small-Cap Growth ETF stock for Q3 2020, up 17% quarter-over-quarter.
  • 6 funds opened new Motley Fool Small-Cap Growth ETF positions in Q3 2020 and 3 closed out, a net change of +3 holders.
  • The largest Motley Fool Small-Cap Growth ETF buyer in Q3 2020 was LPL Financial, an estimated $1.84M added.
  • The largest Motley Fool Small-Cap Growth ETF seller in Q3 2020 was Cambridge Investment Research Advisors, an estimated $705K sold.

Based on aggregated 13F filings for Q3 2020.