Motley Fool Next Index ETF
TMFX
8 hedge funds and large institutions have $939K invested in Motley Fool Next Index ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
33% more funds holding
Funds holding: 6 → 8 (+2)
14% more capital invested
Capital invested by funds: $824K → $939K (+$115K)
0.28% more ownership
Funds ownership: 2.84% → 3.12% (+0.28%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$216K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$164K |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$146K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$2.61K |
| 5 |
BAM
Baldrige Asset Management
Allentown,
Pennsylvania
|
+$516 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Telos Capital Management
San Diego,
California
|
-$200K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$193K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$46.3K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$14K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAS
1
Avantax Advisory Services
Dallas,
Texas
| $339K | +$146K | +9,625 | +76% |
|
|
2
Citadel Advisors
Miami,
Florida
| $217K | +$216K | +14,247 | New |
|
|
3
Wells Fargo
San Francisco,
California
| $192K | -$193K | -12,684 | -50% |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $164K | +$164K | +10,772 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| $21.1K | -$46.3K | -3,047 | -69% |
|
|
GEA
6
Glen Eagle Advisors
Kingston,
New Jersey
| $3.28K | – | – | – |
|
|
ASN
7
Advisory Services Network
Atlanta,
Georgia
| $2.61K | +$2.61K | +172 | New |
|
|
BAM
8
Baldrige Asset Management
Allentown,
Pennsylvania
| $1K | +$516 | +34 | New |
|
|
TCM
9
Telos Capital Management
San Diego,
California
| – | -$200K | -14,000 | Closed |
|
|
10
Osaic Holdings
Scottsdale,
Arizona
| – | -$14K | -960 | Closed |
|
TMFX Hedge Fund Activity: Q1 2023 in Review
8 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Next Index ETF (TMFX) for Q1 2023, worth a combined $939K — up 14% from $824K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new TMFX positions and 2 closed out — a net gain of 2 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $216K. The largest seller was Telos Capital Management, exiting entirely with an estimated $200K sold.
- 8 institutional investors held Motley Fool Next Index ETF (TMFX) as of Q1 2023, up from 6 in Q4 2022.
- Funds reported $939K of Motley Fool Next Index ETF stock for Q1 2023, up 14% quarter-over-quarter.
- 4 funds opened new Motley Fool Next Index ETF positions in Q1 2023 and 2 closed out, a net change of +2 holders.
- The largest Motley Fool Next Index ETF buyer in Q1 2023 was Citadel Advisors, an estimated $216K added.
- The largest Motley Fool Next Index ETF seller in Q1 2023 was Telos Capital Management, an estimated $200K sold.
Based on aggregated 13F filings for Q1 2023.