Motley Fool Next Index ETF
TMFX
13 hedge funds and large institutions have $843K invested in Motley Fool Next Index ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
8% more funds holding
Funds holding: 12 → 13 (+1)
3.21% less ownership
Funds ownership: 6.02% → 2.81% (-3.2%)
58% less capital invested
Capital invested by funds: $2.01M → $843K (-$1.17M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$75.3K |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$12.2K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$5.87K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$4.84K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$4.27K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$899K |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$292K |
| 3 |
SWP
Strategic Wealth Partners
Independence,
Ohio
|
-$7.76K |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$406 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $296K | +$5.87K | +275 | +2% |
|
|
HI
2
Harbour Investments
Madison,
Wisconsin
| $270K | +$75.3K | +3,527 | +35% |
|
|
GS
3
GTS Securities
New York
| $229K | -$899K | -42,136 | -79% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $12.5K | +$4.84K | +227 | +57% |
|
|
SAM
5
Smartleaf Asset Management
Boston,
Massachusetts
| $11.7K | – | – | – |
|
|
AWM
6
AE Wealth Management
Topeka,
Kansas
| $11.4K | +$12.2K | +570 | +57,000% |
|
|
GSWM
7
Golden State Wealth Management
Santa Ana,
California
| $4.06K | – | – | – |
|
|
ASN
8
Advisory Services Network
Atlanta,
Georgia
| $4K | +$4.27K | +200 | New |
|
|
9
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1.98K | -$406 | -19 | -16% |
|
10
JP Morgan Chase
New York
| $1.91K | +$2.11K | +99 | New |
|
|
BWL
11
Bogart Wealth LLC
Mclean,
Virginia
| $679 | – | – | – |
|
12
AssetMark Inc
Concord,
California
| $200 | +$213 | +10 | New |
|
13
Morgan Stanley
New York
| $46 | +$21 | +1 | +100% |
|
|
14
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$292K | -13,559 | Closed |
|
|
SWP
15
Strategic Wealth Partners
Independence,
Ohio
| – | -$7.76K | -360 | Closed |
|
TMFX Hedge Fund Activity: Q1 2026 in Review
13 of the 8,138 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Next Index ETF (TMFX) for Q1 2026, worth a combined $843K — down 58% from $2.01M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new TMFX positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Harbour Investments, adding an estimated $75.3K. The largest seller was GTS Securities, cutting an estimated $899K.
- 13 institutional investors held Motley Fool Next Index ETF (TMFX) as of Q1 2026, up from 12 in Q4 2025.
- Funds reported $843K of Motley Fool Next Index ETF stock for Q1 2026, down 58% quarter-over-quarter.
- 3 funds opened new Motley Fool Next Index ETF positions in Q1 2026 and 2 closed out, a net change of +1 holder.
- The largest Motley Fool Next Index ETF buyer in Q1 2026 was Harbour Investments, an estimated $75.3K added.
- The largest Motley Fool Next Index ETF seller in Q1 2026 was GTS Securities, an estimated $899K sold.
Based on aggregated 13F filings for Q1 2026.