State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
28 hedge funds and large institutions have $42M invested in State Street SPDR S&P 1500 Momentum Tilt ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 6 closing their positions.
0% more funds holding
Funds holding: 28 → 28 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
6.98% less ownership
Funds ownership: 59.56% → 52.58% (-7%)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
18% less capital invested
Capital invested by funds: $51.2M → $42M (-$9.19M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWFA
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
+$385K |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$333K |
| 3 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$251K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$185K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$151K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$3.36M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.93M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$703K |
| 5 |
SVWAG
Sound View Wealth Advisors Group
Savannah,
Georgia
|
-$530K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
26
Parallel Advisors
San Francisco,
California
| $8K | – | – | – |
|
|
FPW
27
Flagship Private Wealth
Woburn,
Massachusetts
| $7.36K | – | – | – |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| $5K | +$5.42K | +33 | New |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| – | -$703K | -4,277 | Closed |
|
|
CF
30
Centaurus Financial
Anaheim,
California
| – | -$400K | -2,466 | Closed |
|
|
WP
31
WealthShield Partners
Cary,
North Carolina
| – | -$380K | -2,347 | Closed |
|
32
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$218K | -1,348 | Closed |
|
|
DA
33
DCM Advisors
New York
| – | -$163K | -1,003 | Closed |
|
|
TFS
34
TrustCore Financial Services
Brentwood,
Tennessee
| – | -$60K | -370 | Closed |
|
MMTM Hedge Fund Activity: Q1 2021 in Review
28 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) for Q1 2021, worth a combined $42M — down 18% from $51.2M a quarter earlier.
Fund positioning in MMTM was balanced in Q1 2021: 6 funds opened new positions, 6 closed out, 8 added to existing stakes and 9 trimmed.
The largest buyer was Baltimore-Washington Financial Advisors, adding an estimated $385K. The largest seller was Cardan Capital Partners, cutting an estimated $3.36M.
- 28 institutional investors held State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $42M of State Street SPDR S&P 1500 Momentum Tilt ETF stock for Q1 2021, down 18% quarter-over-quarter.
- 6 funds opened new State Street SPDR S&P 1500 Momentum Tilt ETF positions in Q1 2021 and 6 closed out, a net change of 0 holders.
- The largest State Street SPDR S&P 1500 Momentum Tilt ETF buyer in Q1 2021 was Baltimore-Washington Financial Advisors, an estimated $385K added.
- The largest State Street SPDR S&P 1500 Momentum Tilt ETF seller in Q1 2021 was Cardan Capital Partners, an estimated $3.36M sold.
Based on aggregated 13F filings for Q1 2021.