We are live on ! Find out more
TMFS icon

Motley Fool Small-Cap Growth ETF

26 hedge funds and large institutions have $8.14M invested in Motley Fool Small-Cap Growth ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

0.59% less ownership

Funds ownership: 10.66%10.06% (-0.59%)

10% less funds holding

Funds holding: 2926 (-3)

17% less capital invested

Capital invested by funds: $9.8M → $8.14M (-$1.66M)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
26
Holders Change
-3
Holders Change %
-10.34%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
1
Raymond James Financial
Florida
$1.59M +$211K +5,990 +14%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.27M -$14.9K -421 -1%
GS
3
GTS Securities
New York
$1.19M -$772K -21,885 -37%
DC
4
Davenport & Co
Virginia
$966K -$362K -10,250 -26%
LPL Financial
5
LPL Financial
California
$861K -$197K -5,596 -17%
Citadel Advisors
6
Citadel Advisors
Florida
$460K +$144K +4,094 +41%
AWS
7
Atria Wealth Solutions
New York
$283K +$42.5K +1,205 +16%
Creative Planning
8
Creative Planning
Kansas
$269K +$7.06K +200 +2%
FAG
9
Fortitude Advisory Group
Washington
$260K +$3K +85 +1%
JP Morgan Chase
10
JP Morgan Chase
New York
$209K +$228K +6,450 New
TIA
11
Tiemann Investment Advisors
California
$202K -$8.82K -250 -4%
Osaic Holdings
12
Osaic Holdings
Arizona
$159K +$113K +3,196 +187%
Bank of America
13
Bank of America
North Carolina
$126K +$137K +3,890 New
IA
14
IFP Advisors
Florida
$84.8K
Morgan Stanley
15
Morgan Stanley
New York
$75.5K -$7.09K -201 -8%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$68.5K
EWA
17
EverSource Wealth Advisors
Alabama
$20.1K
LC
18
Lindbrook Capital
California
$14.5K +$9.21K +261 +141%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$10K -$9.17K -260 -45%
BGAI
20
Bruce G. Allen Investments
Colorado
$8.56K
AWM
21
AE Wealth Management
Kansas
$6.58K
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.02K
MSG
23
Main Street Group
Virginia
$2.79K +$247 +7 +9%
GWM
24
Geneos Wealth Management
Colorado
$2.53K -$35.8K -1,014 -93%
LC
25
Luminist Capital
Michigan
$1.63K

TMFS Hedge Fund Activity: Q1 2025 in Review

26 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Small-Cap Growth ETF (TMFS) for Q1 2025, worth a combined $8.14M — down 17% from $9.8M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of TMFS and 2 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 8 added.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $228K. The largest seller was GTS Securities, cutting an estimated $772K.

  • 26 institutional investors held Motley Fool Small-Cap Growth ETF (TMFS) as of Q1 2025, down from 29 in Q4 2024.
  • Funds reported $8.14M of Motley Fool Small-Cap Growth ETF stock for Q1 2025, down 17% quarter-over-quarter.
  • 2 funds opened new Motley Fool Small-Cap Growth ETF positions in Q1 2025 and 5 closed out, a net change of -3 holders.
  • The largest Motley Fool Small-Cap Growth ETF buyer in Q1 2025 was JP Morgan Chase, an estimated $228K added.
  • The largest Motley Fool Small-Cap Growth ETF seller in Q1 2025 was GTS Securities, an estimated $772K sold.

Based on aggregated 13F filings for Q1 2025.