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Motley Fool Small-Cap Growth ETF

23 hedge funds and large institutions have $6.93M invested in Motley Fool Small-Cap Growth ETF in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.04% less ownership

Funds ownership: 10.74%8.7% (-2%)

8% less funds holding

Funds holding: 2523 (-2)

15% less capital invested

Capital invested by funds: $8.18M → $6.93M (-$1.25M)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$1.39M +$1.58K +49 +0.1%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.27M -$26.9K -831 -2%
DC
3
Davenport & Co
Virginia
$1.24M -$187K -5,800 -13%
LPL Financial
4
LPL Financial
California
$1.14M -$23.6K -730 -2%
Citadel Advisors
5
Citadel Advisors
Florida
$483K -$21.5K -665 -4%
FAG
6
Fortitude Advisory Group
Washington
$281K -$4.49K -139 -2%
TIA
7
Tiemann Investment Advisors
California
$276K -$100K -3,100 -27%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$243K -$222K -6,856 -48%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$238K -$291K -8,997 -56%
IA
10
IFP Advisors
Florida
$86.8K +$67.2K +2,080 +390%
Morgan Stanley
11
Morgan Stanley
New York
$83.9K
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$70.1K
Osaic Holdings
13
Osaic Holdings
Arizona
$35.3K -$9.73K -301 -22%
UBS Group
14
UBS Group
Switzerland
$33.6K +$31.1K +964 +1,967%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$22K +$12.1K +374 +125%
AWM
16
Avior Wealth Management
Nebraska
$13.3K
BGAI
17
Bruce G. Allen Investments
Colorado
$8.76K +$8.53K +264 New
SWM
18
Spire Wealth Management
Virginia
$8.3K
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$5K
FDCDDQ
20
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.09K
MSG
21
Main Street Group
Virginia
$2.49K +$32 +1 +1%
AF
22
Advisornet Financial
Minnesota
$2.16K
KFI
23
Key Financial Inc
Pennsylvania
$498
GS
24
GTS Securities
New York
-$932K -29,967 Closed
US Bancorp
25
US Bancorp
Minnesota
-$12.8K -413 Closed

TMFS Hedge Fund Activity: Q3 2024 in Review

23 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Small-Cap Growth ETF (TMFS) for Q3 2024, worth a combined $6.93M — down 15% from $8.18M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of TMFS and 1 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 5 added.

The largest buyer was IFP Advisors, adding an estimated $67.2K. The largest seller was GTS Securities, exiting entirely with an estimated $932K sold.

  • 23 institutional investors held Motley Fool Small-Cap Growth ETF (TMFS) as of Q3 2024, down from 25 in Q2 2024.
  • Funds reported $6.93M of Motley Fool Small-Cap Growth ETF stock for Q3 2024, down 15% quarter-over-quarter.
  • 1 fund opened new Motley Fool Small-Cap Growth ETF positions in Q3 2024 and 3 closed out, a net change of -2 holders.
  • The largest Motley Fool Small-Cap Growth ETF buyer in Q3 2024 was IFP Advisors, an estimated $67.2K added.
  • The largest Motley Fool Small-Cap Growth ETF seller in Q3 2024 was GTS Securities, an estimated $932K sold.

Based on aggregated 13F filings for Q3 2024.