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Motley Fool Small-Cap Growth ETF

29 hedge funds and large institutions have $9.8M invested in Motley Fool Small-Cap Growth ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

41% more capital invested

Capital invested by funds: $6.93M → $9.8M (+$2.87M)

26% more funds holding

Funds holding: 2329 (+6)

1.95% more ownership

Funds ownership: 8.7%10.66% (+2%)

Holders
29
Holders Change
+6
Holders Change %
+26.09%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
8
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GS
1
GTS Securities
New York
$2.07M +$2.11M +58,501 New
Raymond James Financial
2
Raymond James Financial
Florida
$1.53M +$1.56M +43,187 New
DC
3
Davenport & Co
Virginia
$1.42M +$95.6K +2,650 +7%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.4M +$44.3K +1,228 +3%
LPL Financial
5
LPL Financial
California
$1.14M -$79.8K -2,211 -6%
Citadel Advisors
6
Citadel Advisors
Florida
$357K -$162K -4,482 -31%
FAG
7
Fortitude Advisory Group
Washington
$299K
Creative Planning
8
Creative Planning
Kansas
$286K +$292K +8,086 New
AWS
9
Atria Wealth Solutions
New York
$267K +$272K +7,534 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$265K +$12.1K +336 +5%
TIA
11
Tiemann Investment Advisors
California
$229K -$66.7K -1,850 -22%
IA
12
IFP Advisors
Florida
$92.5K
Morgan Stanley
13
Morgan Stanley
New York
$89.5K +$36 +1 +0%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$74.8K
Osaic Holdings
15
Osaic Holdings
Arizona
$60.5K +$23.3K +645 +61%
UBS Group
16
UBS Group
Switzerland
$56.5K +$21K +583 +58%
AF
17
Advisornet Financial
Minnesota
$40.2K +$38.6K +1,070 +1,646%
GWM
18
Geneos Wealth Management
Colorado
$38.6K +$39.4K +1,092 New
EWA
19
EverSource Wealth Advisors
Alabama
$21.9K +$22.4K +620 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$21K -$3.5K -97 -14%
AWM
21
Avior Wealth Management
Nebraska
$14.2K
LDB
22
Lee, Danner & Bass
Tennessee
$10.6K +$10.8K +300 New
BGAI
23
Bruce G. Allen Investments
Colorado
$9.34K
AWM
24
AE Wealth Management
Kansas
$7.18K +$7.32K +203 New
LC
25
Lindbrook Capital
California
$6.55K +$6.67K +185 New

TMFS Hedge Fund Activity: Q4 2024 in Review

29 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Small-Cap Growth ETF (TMFS) for Q4 2024, worth a combined $9.8M — up 41% from $6.93M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TMFS positions and 3 closed out — a net gain of 7 holders — while 8 added to existing stakes and 4 trimmed.

The largest buyer was GTS Securities, opening a new position worth an estimated $2.11M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $243K sold.

  • 29 institutional investors held Motley Fool Small-Cap Growth ETF (TMFS) as of Q4 2024, up from 23 in Q3 2024.
  • Funds reported $9.8M of Motley Fool Small-Cap Growth ETF stock for Q4 2024, up 41% quarter-over-quarter.
  • 10 funds opened new Motley Fool Small-Cap Growth ETF positions in Q4 2024 and 3 closed out, a net change of +7 holders.
  • The largest Motley Fool Small-Cap Growth ETF buyer in Q4 2024 was GTS Securities, an estimated $2.11M added.
  • The largest Motley Fool Small-Cap Growth ETF seller in Q4 2024 was Susquehanna International Group, an estimated $243K sold.

Based on aggregated 13F filings for Q4 2024.