Motley Fool Next Index ETF
TMFX
6 hedge funds and large institutions have $824K invested in Motley Fool Next Index ETF in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
0.04% less ownership
Funds ownership: 2.88% → 2.84% (-0.04%)
1% less capital invested
Capital invested by funds: $830K → $824K (-$6.27K)
14% less funds holding
Funds holding: 7 → 6 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Telos Capital Management
San Diego,
California
|
+$202K |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$14.4K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$11.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$251K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$13.6K |
| 3 |
Morgan Stanley
New York
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Wells Fargo
San Francisco,
California
| $362K | – | – | – |
|
|
TCM
2
Telos Capital Management
San Diego,
California
| $200K | +$202K | +14,000 | New |
|
|
AAS
3
Avantax Advisory Services
Dallas,
Texas
| $181K | +$14.4K | +1,000 | +9% |
|
|
4
UBS Group
Zurich,
Switzerland
| $63.5K | +$11.7K | +816 | +23% |
|
|
5
Osaic Holdings
Scottsdale,
Arizona
| $14K | -$13.6K | -945 | -50% |
|
|
GEA
6
Glen Eagle Advisors
Kingston,
New Jersey
| $3.09K | – | – | – |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$251K | -18,534 | Closed |
|
|
8
Morgan Stanley
New York
| – | -$1K | -100 | Closed |
|
TMFX Hedge Fund Activity: Q4 2022 in Review
6 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Next Index ETF (TMFX) for Q4 2022, worth a combined $824K — down 0.76% from $830K a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of TMFX and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 2 added.
The largest buyer was Telos Capital Management, opening a new position worth an estimated $202K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $251K sold.
- 6 institutional investors held Motley Fool Next Index ETF (TMFX) as of Q4 2022, down from 7 in Q3 2022.
- Funds reported $824K of Motley Fool Next Index ETF stock for Q4 2022, down 0.76% quarter-over-quarter.
- 1 fund opened new Motley Fool Next Index ETF positions in Q4 2022 and 2 closed out, a net change of -1 holder.
- The largest Motley Fool Next Index ETF buyer in Q4 2022 was Telos Capital Management, an estimated $202K added.
- The largest Motley Fool Next Index ETF seller in Q4 2022 was Susquehanna International Group, an estimated $251K sold.
Based on aggregated 13F filings for Q4 2022.