Motley Fool Next Index ETF
TMFX
6 hedge funds and large institutions have $441K invested in Motley Fool Next Index ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
50% more funds holding
Funds holding: 4 → 6 (+2)
0.93% less ownership
Funds ownership: 2.68% → 1.75% (-0.93%)
33% less capital invested
Capital invested by funds: $660K → $441K (-$219K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$205K |
| 2 |
CPA
Capital Performance Advisors
Walnut Creek,
California
|
+$10.7K |
| 3 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
+$603 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GS
GTS Securities
New York
|
-$464K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$106 |
| 3 |
Morgan Stanley
New York
|
-$18 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAS
1
Avantax Advisory Services
Dallas,
Texas
| $216K | +$205K | +11,575 | New |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $206K | -$106 | -6 | -0.1% |
|
|
CPA
3
Capital Performance Advisors
Walnut Creek,
California
| $11.3K | +$10.7K | +602 | New |
|
4
Osaic Holdings
Scottsdale,
Arizona
| $7.47K | – | – | – |
|
|
BWL
5
Bogart Wealth LLC
Mclean,
Virginia
| $635 | +$603 | +34 | New |
|
|
6
Morgan Stanley
New York
| $30 | -$18 | -1 | -50% |
|
|
GS
7
GTS Securities
New York
| – | -$464K | -26,966 | Closed |
|
TMFX Hedge Fund Activity: Q3 2024 in Review
6 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Motley Fool Next Index ETF (TMFX) for Q3 2024, worth a combined $441K — down 33% from $660K a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new TMFX positions and 1 closed out — a net gain of 2 holders — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Avantax Advisory Services, opening a new position worth an estimated $205K. The largest seller was GTS Securities, exiting entirely with an estimated $464K sold.
- 6 institutional investors held Motley Fool Next Index ETF (TMFX) as of Q3 2024, up from 4 in Q2 2024.
- Funds reported $441K of Motley Fool Next Index ETF stock for Q3 2024, down 33% quarter-over-quarter.
- 3 funds opened new Motley Fool Next Index ETF positions in Q3 2024 and 1 closed out, a net change of +2 holders.
- The largest Motley Fool Next Index ETF buyer in Q3 2024 was Avantax Advisory Services, an estimated $205K added.
- The largest Motley Fool Next Index ETF seller in Q3 2024 was GTS Securities, an estimated $464K sold.
Based on aggregated 13F filings for Q3 2024.