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Motley Fool Small-Cap Growth ETF

34 hedge funds and large institutions have $24.5M invested in Motley Fool Small-Cap Growth ETF in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 1

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

69% more capital invested

Capital invested by funds: $14.6M → $24.5M (+$9.98M)

62% more funds holding

Funds holding: 2134 (+13)

5.21% more ownership

Funds ownership: 15.14%20.35% (+5.2%)

Holders
34
Holders Change
+13
Holders Change %
+61.9%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
9
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$5.28M +$906K +25,234 +23%
Stifel Financial
2
Stifel Financial
Missouri
$3.37M +$106K +2,947 +3%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.29M +$552K +15,383 +22%
ASN
4
Advisory Services Network
Georgia
$3.27M +$3.04M +84,797 New
CWMU
5
Caliber Wealth Management (Utah)
Utah
$1.74M +$1.62M +45,039 New
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$948K +$884K +24,614 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$701K +$135K +3,756 +26%
Osaic Holdings
8
Osaic Holdings
Arizona
$657K -$3.59M -100,053 -85%
TIA
9
Tiemann Investment Advisors
California
$655K
RJA
10
Raymond James & Associates
Florida
$632K +$589K +16,406 New
DADC
11
D.A. Davidson & Co
Montana
$537K +$27.5K +766 +6%
WWM
12
Western Wealth Management
Colorado
$493K +$460K +12,800 New
SG
13
StoneX Group
New York
$468K +$126K +3,511 +41%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$449K +$418K +11,653 New
FEM
15
Fulcrum Equity Management
Texas
$339K -$15.9K -442 -5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$323K +$50.1K +1,396 +20%
CAGAS
17
Capital Advisory Group Advisory Services
Minnesota
$298K +$277K +7,726 New
CA
18
Calton & Associates
Florida
$288K +$268K +7,470 New
HighTower Advisors
19
HighTower Advisors
Illinois
$243K +$227K +6,324 New
APA
20
American Portfolios Advisors
New York
$119K +$111K +3,087 New
BAM
21
Belpointe Asset Management
Nevada
$107K +$99.9K +2,783 New
Morgan Stanley
22
Morgan Stanley
New York
$83K -$2.01K -56 -3%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$45K +$34.9K +972 +452%
UBS Group
24
UBS Group
Switzerland
$36K -$128K -3,570 -79%
IA
25
IFP Advisors
Florida
$31K

TMFS Hedge Fund Activity: Q4 2020 in Review

34 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Small-Cap Growth ETF (TMFS) for Q4 2020, worth a combined $24.5M — up 69% from $14.6M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new TMFS positions and 1 closed out — a net gain of 14 holders — while 9 added to existing stakes and 4 trimmed.

The largest buyer was Advisory Services Network, opening a new position worth an estimated $3.04M. The largest seller was Osaic Holdings, cutting an estimated $3.59M.

  • 34 institutional investors held Motley Fool Small-Cap Growth ETF (TMFS) as of Q4 2020, up from 21 in Q3 2020.
  • Funds reported $24.5M of Motley Fool Small-Cap Growth ETF stock for Q4 2020, up 69% quarter-over-quarter.
  • 15 funds opened new Motley Fool Small-Cap Growth ETF positions in Q4 2020 and 1 closed out, a net change of +14 holders.
  • The largest Motley Fool Small-Cap Growth ETF buyer in Q4 2020 was Advisory Services Network, an estimated $3.04M added.
  • The largest Motley Fool Small-Cap Growth ETF seller in Q4 2020 was Osaic Holdings, an estimated $3.59M sold.

Based on aggregated 13F filings for Q4 2020.