State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
27 hedge funds and large institutions have $40.7M invested in State Street SPDR S&P 1500 Momentum Tilt ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 5 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
3.81% more ownership
Funds ownership: 55.3% → 59.11% (+3.8%)
4% less funds holding
Funds holding: 28 → 27 (-1)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
20% less capital invested
Capital invested by funds: $50.9M → $40.7M (-$10.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CP
Castleview Partners
Dallas,
Texas
|
+$2.55M |
| 2 |
BWFA
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
+$1.63M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$963K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$834K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$651K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.75M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.48M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$998K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$969K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$353K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
26
Harbour Investments
Madison,
Wisconsin
| $20K | +$21.8K | +125 | New |
|
|
GWM
27
Geneos Wealth Management
Englewood,
Colorado
| $12K | – | – | – |
|
|
28
Citadel Advisors
Miami,
Florida
| – | -$2.48M | -12,828 | Closed |
|
|
SWP
29
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$998K | -5,155 | Closed |
|
|
IWM
30
IHT Wealth Management
Chicago,
Illinois
| – | -$242K | -1,250 | Closed |
|
|
PA
31
PSI Advisors
Tampa,
Florida
| – | -$24K | -125 | Closed |
|
|
PA
32
Parallel Advisors
San Francisco,
California
| – | -$10K | -50 | Closed |
|
MMTM Hedge Fund Activity: Q2 2022 in Review
27 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) for Q2 2022, worth a combined $40.7M — down 20% from $50.9M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of MMTM and 4 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 10 added.
The largest buyer was Castleview Partners, adding an estimated $2.55M. The largest seller was LPL Financial, cutting an estimated $2.75M.
- 27 institutional investors held State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) as of Q2 2022, down from 28 in Q1 2022.
- Funds reported $40.7M of State Street SPDR S&P 1500 Momentum Tilt ETF stock for Q2 2022, down 20% quarter-over-quarter.
- 4 funds opened new State Street SPDR S&P 1500 Momentum Tilt ETF positions in Q2 2022 and 5 closed out, a net change of -1 holder.
- The largest State Street SPDR S&P 1500 Momentum Tilt ETF buyer in Q2 2022 was Castleview Partners, an estimated $2.55M added.
- The largest State Street SPDR S&P 1500 Momentum Tilt ETF seller in Q2 2022 was LPL Financial, an estimated $2.75M sold.
Based on aggregated 13F filings for Q2 2022.