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Motley Fool Small-Cap Growth ETF

30 hedge funds and large institutions have $7.87M invested in Motley Fool Small-Cap Growth ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $7.43M → $7.87M (+$440K)

0.68% more ownership

Funds ownership: 10.13%10.81% (+0.68%)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

3% less funds holding

Funds holding: 3130 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
1
Gladstone Institutional Advisory
Florida
$2.06M +$91K +3,622 +4%
LPL Financial
2
LPL Financial
California
$1.6M +$1.02M +40,439 +142%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.09M +$442K +17,602 +60%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$833K -$11.8K -470 -1%
TIA
5
Tiemann Investment Advisors
California
$415K
DADC
6
D.A. Davidson & Co
Montana
$395K +$8.79K +350 +2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$257K -$29.5K -1,175 -10%
CAN
8
Cetera Advisor Networks
California
$252K -$6.53K -260 -2%
FTUS
9
Flow Traders U.S.
New York
$236K
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$232K -$3.97K -158 -2%
CAGAS
11
Capital Advisory Group Advisory Services
Minnesota
$204K -$512K -20,400 -70%
UBS Group
12
UBS Group
Switzerland
$81K +$50.9K +2,028 +141%
Morgan Stanley
13
Morgan Stanley
New York
$72K
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$54K +$2.51K +100 +5%
SWM
15
Spire Wealth Management
Virginia
$21K
CFD
16
Creative Financial Designs
Indiana
$14K
US Bancorp
17
US Bancorp
Minnesota
$10K
BCMLT
18
Beacon Capital Management LLC (Tennessee)
Tennessee
$10K +$10.9K +434 New
AWM
19
Avior Wealth Management
Nebraska
$9K
PA
20
Parallel Advisors
California
$8K
LWA
21
Lowe Wealth Advisors
Maryland
$5K -$11.7K -467 -70%
BWP
22
Baldwin Wealth Partners
Massachusetts
$4K
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.16K
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$1K
Osaic Holdings
25
Osaic Holdings
Arizona
$1K

TMFS Hedge Fund Activity: Q3 2022 in Review

30 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Small-Cap Growth ETF (TMFS) for Q3 2022, worth a combined $7.87M — up 5.9% from $7.43M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of TMFS and 2 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 6 added.

The largest buyer was LPL Financial, adding an estimated $1.02M. The largest seller was Capital Advisory Group Advisory Services, cutting an estimated $512K.

  • 30 institutional investors held Motley Fool Small-Cap Growth ETF (TMFS) as of Q3 2022, down from 31 in Q2 2022.
  • Funds reported $7.87M of Motley Fool Small-Cap Growth ETF stock for Q3 2022, up 5.9% quarter-over-quarter.
  • 2 funds opened new Motley Fool Small-Cap Growth ETF positions in Q3 2022 and 3 closed out, a net change of -1 holder.
  • The largest Motley Fool Small-Cap Growth ETF buyer in Q3 2022 was LPL Financial, an estimated $1.02M added.
  • The largest Motley Fool Small-Cap Growth ETF seller in Q3 2022 was Capital Advisory Group Advisory Services, an estimated $512K sold.

Based on aggregated 13F filings for Q3 2022.