We are live on ! Find out more
TMFS icon

Motley Fool Small-Cap Growth ETF

27 hedge funds and large institutions have $4.59M invested in Motley Fool Small-Cap Growth ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.57% less ownership

Funds ownership: 9.65%7.08% (-2.6%)

16% less funds holding

Funds holding: 3227 (-5)

29% less capital invested

Capital invested by funds: $6.49M → $4.59M (-$1.9M)

67% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 9

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
27
Holders Change
-5
Holders Change %
-15.63%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
3
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$1.41M -$92.8K -3,517 -6%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$910K -$61.5K -2,330 -6%
MA
3
Mutual Advisors
Nebraska
$458K +$165K +6,260 +57%
TIA
4
Tiemann Investment Advisors
California
$448K -$27.7K -1,050 -6%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$278K -$14.5K -548 -5%
CAGAS
6
Capital Advisory Group Advisory Services
Minnesota
$223K +$158 +6 +0.1%
FTUS
7
Flow Traders U.S.
New York
$222K -$47.5K -1,800 -18%
FAG
8
Fortitude Advisory Group
Washington
$208K +$206K +7,794 New
UBS Group
9
UBS Group
Switzerland
$92.7K -$5.04K -191 -5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$78K +$16K +605 +26%
BAM
11
Belpointe Asset Management
Nevada
$74.6K -$27.9K -1,057 -27%
Morgan Stanley
12
Morgan Stanley
New York
$56.8K -$25.7K -973 -31%
Bank of America
13
Bank of America
North Carolina
$45.4K +$44.9K +1,700 New
TLA
14
Tanglewood Legacy Advisors
Texas
$16.3K
CFD
15
Creative Financial Designs
Indiana
$15.9K
SWM
16
Spire Wealth Management
Virginia
$13.3K
US Bancorp
17
US Bancorp
Minnesota
$11K
AWM
18
Avior Wealth Management
Nebraska
$10.7K
PA
19
Parallel Advisors
California
$9.26K
BWP
20
Baldwin Wealth Partners
Massachusetts
$4K
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.48K
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$1K
Osaic Holdings
23
Osaic Holdings
Arizona
$587
Wells Fargo
24
Wells Fargo
California
$443
KFI
25
Key Financial Inc
Pennsylvania
$400

TMFS Hedge Fund Activity: Q1 2023 in Review

27 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Small-Cap Growth ETF (TMFS) for Q1 2023, worth a combined $4.59M — down 29% from $6.49M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of TMFS and 2 opened new positions — a net loss of 5 holders — while 9 trimmed existing stakes and 3 added.

The largest buyer was Fortitude Advisory Group, opening a new position worth an estimated $206K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $966K sold.

  • 27 institutional investors held Motley Fool Small-Cap Growth ETF (TMFS) as of Q1 2023, down from 32 in Q4 2022.
  • Funds reported $4.59M of Motley Fool Small-Cap Growth ETF stock for Q1 2023, down 29% quarter-over-quarter.
  • 2 funds opened new Motley Fool Small-Cap Growth ETF positions in Q1 2023 and 7 closed out, a net change of -5 holders.
  • The largest Motley Fool Small-Cap Growth ETF buyer in Q1 2023 was Fortitude Advisory Group, an estimated $206K added.
  • The largest Motley Fool Small-Cap Growth ETF seller in Q1 2023 was Susquehanna International Group, an estimated $966K sold.

Based on aggregated 13F filings for Q1 2023.