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Motley Fool Small-Cap Growth ETF

23 hedge funds and large institutions have $12.3M invested in Motley Fool Small-Cap Growth ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

33% more capital invested

Capital invested by funds: $9.26M → $12.3M (+$3.09M)

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

5% more funds holding

Funds holding: 2223 (+1)

1.2% more ownership

Funds ownership: 13.29%14.49% (+1.2%)

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$3.91M +$24.8K +894 +0.7%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.35M -$378K -13,636 -15%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.16M +$40.1K +1,447 +4%
DC
4
Davenport & Co
Virginia
$1.04M +$939K +33,900 New
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$869K +$314K +11,347 +67%
GS
6
GTS Securities
New York
$840K +$444K +16,030 +141%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$508K +$29.2K +1,055 +7%
MA
8
Mutual Advisors
Nebraska
$437K +$144K +5,211 +58%
TIA
9
Tiemann Investment Advisors
California
$427K -$20.8K -750 -5%
Citadel Advisors
10
Citadel Advisors
Florida
$361K +$326K +11,778 New
FAG
11
Fortitude Advisory Group
Washington
$208K +$188K +6,791 New
Morgan Stanley
12
Morgan Stanley
New York
$137K +$59K +2,128 +91%
Osaic Holdings
13
Osaic Holdings
Arizona
$32.2K -$67.1K -2,421 -70%
US Bancorp
14
US Bancorp
Minnesota
$18.8K +$5.54K +200 +48%
IA
15
IFP Advisors
Florida
$16.4K
AWM
16
Avior Wealth Management
Nebraska
$12.3K
SWM
17
Spire Wealth Management
Virginia
$7.35K -$6.93K -250 -50%
MSWM
18
McGlone Suttner Wealth Management
Wisconsin
$6.63K +$5.99K +216 New
BWP
19
Baldwin Wealth Partners
Massachusetts
$4.6K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3K -$26.2K -945 -90%
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.85K
FFA
22
Farther Finance Advisors
California
$521
KFI
23
Key Financial Inc
Pennsylvania
$460
UBS Group
24
UBS Group
Switzerland
-$44.8K -1,608 Closed
TLA
25
Tanglewood Legacy Advisors
Texas
-$17K -611 Closed

TMFS Hedge Fund Activity: Q4 2023 in Review

23 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Small-Cap Growth ETF (TMFS) for Q4 2023, worth a combined $12.3M — up 33% from $9.26M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new TMFS positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 5 trimmed.

The largest buyer was Davenport & Co, opening a new position worth an estimated $939K. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $378K.

  • 23 institutional investors held Motley Fool Small-Cap Growth ETF (TMFS) as of Q4 2023, up from 22 in Q3 2023.
  • Funds reported $12.3M of Motley Fool Small-Cap Growth ETF stock for Q4 2023, up 33% quarter-over-quarter.
  • 4 funds opened new Motley Fool Small-Cap Growth ETF positions in Q4 2023 and 3 closed out, a net change of +1 holder.
  • The largest Motley Fool Small-Cap Growth ETF buyer in Q4 2023 was Davenport & Co, an estimated $939K added.
  • The largest Motley Fool Small-Cap Growth ETF seller in Q4 2023 was Raymond James Financial Services Advisors, an estimated $378K sold.

Based on aggregated 13F filings for Q4 2023.