State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
25 hedge funds and large institutions have $38.4M invested in State Street SPDR S&P 1500 Momentum Tilt ETF in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 4 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
3.83% less ownership
Funds ownership: 59.11% → 55.28% (-3.8%)
6% less capital invested
Capital invested by funds: $40.7M → $38.4M (-$2.28M)
7% less funds holding
Funds holding: 27 → 25 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$475K |
| 2 |
Morgan Stanley
New York
|
+$391K |
| 3 |
LPL Financial
San Diego,
California
|
+$368K |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
+$144K |
| 5 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
+$132K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CP
Castleview Partners
Dallas,
Texas
|
-$2.47M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$943K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$329K |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$299K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$275K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FTUS
26
Flow Traders U.S.
New York
| – | -$299K | -1,867 | Closed |
|
|
27
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$275K | -1,719 | Closed |
|
|
SWM
28
Spire Wealth Management
Mclean,
Virginia
| – | -$42K | -262 | Closed |
|
|
GWM
29
Geneos Wealth Management
Englewood,
Colorado
| – | -$12K | -75 | Closed |
|
MMTM Hedge Fund Activity: Q3 2022 in Review
25 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) for Q3 2022, worth a combined $38.4M — down 5.6% from $40.7M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of MMTM and 2 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 7 added.
The largest buyer was Silver Oak Securities, opening a new position worth an estimated $475K. The largest seller was Castleview Partners, cutting an estimated $2.47M.
- 25 institutional investors held State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) as of Q3 2022, down from 27 in Q2 2022.
- Funds reported $38.4M of State Street SPDR S&P 1500 Momentum Tilt ETF stock for Q3 2022, down 5.6% quarter-over-quarter.
- 2 funds opened new State Street SPDR S&P 1500 Momentum Tilt ETF positions in Q3 2022 and 4 closed out, a net change of -2 holders.
- The largest State Street SPDR S&P 1500 Momentum Tilt ETF buyer in Q3 2022 was Silver Oak Securities, an estimated $475K added.
- The largest State Street SPDR S&P 1500 Momentum Tilt ETF seller in Q3 2022 was Castleview Partners, an estimated $2.47M sold.
Based on aggregated 13F filings for Q3 2022.