Motley Fool Next Index ETF
TMFX
4 hedge funds and large institutions have $1.05M invested in Motley Fool Next Index ETF in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 5 closing their positions.
12% more capital invested
Capital invested by funds: $939K → $1.05M (+$109K)
0.36% more ownership
Funds ownership: 3.12% → 3.48% (+0.36%)
50% less funds holding
Funds holding: 8 → 4 (-4)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$30.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$217K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$164K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$21.1K |
| 4 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$21.1K |
| 5 |
GEA
Glen Eagle Advisors
Kingston,
New Jersey
|
-$3.28K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GS
1
GTS Securities
New York
| $479K | +$451K | +29,875 | New |
|
|
AAS
2
Avantax Advisory Services
Dallas,
Texas
| $335K | -$21.1K | -1,400 | -6% |
|
3
Wells Fargo
San Francisco,
California
| $202K | – | – | – |
|
|
4
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $32K | +$30.2K | +2,000 | New |
|
|
5
Citadel Advisors
Miami,
Florida
| – | -$217K | -14,247 | Closed |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$164K | -10,772 | Closed |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$21.1K | -1,391 | Closed |
|
|
GEA
8
Glen Eagle Advisors
Kingston,
New Jersey
| – | -$3.28K | -216 | Closed |
|
|
ASN
9
Advisory Services Network
Atlanta,
Georgia
| – | -$2.61K | -172 | Closed |
|
TMFX Hedge Fund Activity: Q2 2023 in Review
4 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Next Index ETF (TMFX) for Q2 2023, worth a combined $1.05M — up 12% from $939K a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of TMFX and 2 opened new positions — a net loss of 3 holders — while 1 trimmed existing stakes and 0 added.
The largest buyer was Northwestern Mutual Wealth Management, opening a new position worth an estimated $30.2K. The largest seller was Citadel Advisors, exiting entirely with an estimated $217K sold.
- 4 institutional investors held Motley Fool Next Index ETF (TMFX) as of Q2 2023, down from 8 in Q1 2023.
- Funds reported $1.05M of Motley Fool Next Index ETF stock for Q2 2023, up 12% quarter-over-quarter.
- 2 funds opened new Motley Fool Next Index ETF positions in Q2 2023 and 5 closed out, a net change of -3 holders.
- The largest Motley Fool Next Index ETF buyer in Q2 2023 was Northwestern Mutual Wealth Management, an estimated $30.2K added.
- The largest Motley Fool Next Index ETF seller in Q2 2023 was Citadel Advisors, an estimated $217K sold.
Based on aggregated 13F filings for Q2 2023.