Motley Fool Next Index ETF
TMFX
4 hedge funds and large institutions have $182K invested in Motley Fool Next Index ETF in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 3 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
3.4% less ownership
Funds ownership: 4.06% → 0.66% (-3.4%)
20% less funds holding
Funds holding: 5 → 4 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
83% less capital invested
Capital invested by funds: $1.07M → $182K (-$885K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$3.01K |
| 2 |
Morgan Stanley
New York
|
+$15 |
| 3 |
Wells Fargo
San Francisco,
California
|
+$15 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$424K |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$308K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$177K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$9.22K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GS
1
GTS Securities
New York
| $178K | -$424K | -28,177 | -73% |
|
|
ASN
2
Advisory Services Network
Atlanta,
Georgia
| $3.37K | +$3.01K | +200 | New |
|
|
3
Morgan Stanley
New York
| $48 | +$15 | +1 | +100% |
|
|
4
Wells Fargo
San Francisco,
California
| $12 | +$15 | +1 | New |
|
|
AAS
5
Avantax Advisory Services
Dallas,
Texas
| – | -$308K | -20,887 | Closed |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$177K | -11,969 | Closed |
|
|
7
UBS Group
Zurich,
Switzerland
| – | -$9.22K | -624 | Closed |
|
TMFX Hedge Fund Activity: Q4 2023 in Review
4 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Next Index ETF (TMFX) for Q4 2023, worth a combined $182K — down 83% from $1.07M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of TMFX and 2 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 1 added.
The largest buyer was Advisory Services Network, opening a new position worth an estimated $3.01K. The largest seller was GTS Securities, cutting an estimated $424K.
- 4 institutional investors held Motley Fool Next Index ETF (TMFX) as of Q4 2023, down from 5 in Q3 2023.
- Funds reported $182K of Motley Fool Next Index ETF stock for Q4 2023, down 83% quarter-over-quarter.
- 2 funds opened new Motley Fool Next Index ETF positions in Q4 2023 and 3 closed out, a net change of -1 holder.
- The largest Motley Fool Next Index ETF buyer in Q4 2023 was Advisory Services Network, an estimated $3.01K added.
- The largest Motley Fool Next Index ETF seller in Q4 2023 was GTS Securities, an estimated $424K sold.
Based on aggregated 13F filings for Q4 2023.