We are live on ! Find out more
TMFS icon

Motley Fool Small-Cap Growth ETF

43 hedge funds and large institutions have $36.5M invested in Motley Fool Small-Cap Growth ETF in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

157% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 7

49% more capital invested

Capital invested by funds: $24.5M → $36.5M (+$12M)

26% more funds holding

Funds holding: 3443 (+9)

10.77% more ownership

Funds ownership: 20.35%31.12% (+11%)

Holders
43
Holders Change
+9
Holders Change %
+26.47%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
18
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
RiverTree Advisors
Florida
$7.32M +$7.9M +195,158 New
LPL Financial
2
LPL Financial
California
$4.7M -$480K -11,867 -9%
ASN
3
Advisory Services Network
Georgia
$3.58M +$431K +10,652 +13%
Stifel Financial
4
Stifel Financial
Missouri
$3.41M +$143K +3,523 +4%
FEM
5
Fulcrum Equity Management
Texas
$2.04M +$1.84M +45,569 +517%
CWMU
6
Caliber Wealth Management (Utah)
Utah
$1.79M +$107K +2,640 +6%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$1.78M +$927K +22,899 +93%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.35M -$2M -49,311 -58%
CAGAS
9
Capital Advisory Group Advisory Services
Minnesota
$1.09M +$860K +21,231 +275%
PAG
10
Private Advisor Group
New Jersey
$1.07M +$1.16M +28,629 New
RJA
11
Raymond James & Associates
Florida
$987K +$401K +9,901 +60%
TIA
12
Tiemann Investment Advisors
California
$778K +$152K +3,750 +22%
Citadel Advisors
13
Citadel Advisors
Florida
$681K +$735K +18,163 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$679K -$2.83K -70 -0.4%
SG
15
StoneX Group
New York
$629K +$187K +4,621 +38%
DADC
16
D.A. Davidson & Co
Montana
$626K +$111K +2,733 +20%
FTUS
17
Flow Traders U.S.
New York
$602K +$650K +16,048 New
WWM
18
Western Wealth Management
Colorado
$588K +$117K +2,888 +23%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$446K +$9.84K +243 +2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$374K +$404K +9,972 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$358K +$46.8K +1,156 +14%
CA
22
Calton & Associates
Florida
$333K +$57.4K +1,417 +19%
APA
23
American Portfolios Advisors
New York
$285K +$183K +4,525 +147%
HighTower Advisors
24
HighTower Advisors
Illinois
$257K +$21.6K +534 +8%
OC
25
Oppenheimer & Co
New York
$216K +$233K +5,761 New

TMFS Hedge Fund Activity: Q1 2021 in Review

43 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Small-Cap Growth ETF (TMFS) for Q1 2021, worth a combined $36.5M — up 49% from $24.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TMFS positions and 1 closed out — a net gain of 9 holders — while 18 added to existing stakes and 7 trimmed.

The largest buyer was RiverTree Advisors, opening a new position worth an estimated $7.9M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $2M.

  • 43 institutional investors held Motley Fool Small-Cap Growth ETF (TMFS) as of Q1 2021, up from 34 in Q4 2020.
  • Funds reported $36.5M of Motley Fool Small-Cap Growth ETF stock for Q1 2021, up 49% quarter-over-quarter.
  • 10 funds opened new Motley Fool Small-Cap Growth ETF positions in Q1 2021 and 1 closed out, a net change of +9 holders.
  • The largest Motley Fool Small-Cap Growth ETF buyer in Q1 2021 was RiverTree Advisors, an estimated $7.9M added.
  • The largest Motley Fool Small-Cap Growth ETF seller in Q1 2021 was Cambridge Investment Research Advisors, an estimated $2M sold.

Based on aggregated 13F filings for Q1 2021.