State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
26 hedge funds and large institutions have $41.1M invested in State Street SPDR S&P 1500 Momentum Tilt ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 5 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
7% more capital invested
Capital invested by funds: $38.4M → $41.1M (+$2.72M)
4% more funds holding
Funds holding: 25 → 26 (+1)
1.61% less ownership
Funds ownership: 55.28% → 53.67% (-1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
+$4.37M |
| 2 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$591K |
| 3 |
LPL Financial
San Diego,
California
|
+$450K |
| 4 |
BWFA
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
+$361K |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$346K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.33M |
| 2 |
Goldman Sachs
New York
|
-$1.67M |
| 3 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$1.66M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$533K |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$505K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CP
26
Castleview Partners
Dallas,
Texas
| $8.02K | +$1.17K | +7 | +17% |
|
|
PAG
27
Private Advisor Group
Morristown,
New Jersey
| – | -$2.33M | -15,105 | Closed |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| – | -$533K | -3,452 | Closed |
|
|
SOS
29
Silver Oak Securities
Jackson,
Tennessee
| – | -$505K | -2,818 | Closed |
|
|
HGERS
30
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$60K | -390 | Closed |
|
31
UBS Group
Zurich,
Switzerland
| – | -$45K | -289 | Closed |
|
MMTM Hedge Fund Activity: Q4 2022 in Review
26 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) for Q4 2022, worth a combined $41.1M — up 7.1% from $38.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new MMTM positions and 5 closed out — a net gain of 1 holder — while 9 added to existing stakes and 7 trimmed.
The largest buyer was Professional Financial Advisors, opening a new position worth an estimated $4.37M. The largest seller was Private Advisor Group, exiting entirely with an estimated $2.33M sold.
- 26 institutional investors held State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) as of Q4 2022, up from 25 in Q3 2022.
- Funds reported $41.1M of State Street SPDR S&P 1500 Momentum Tilt ETF stock for Q4 2022, up 7.1% quarter-over-quarter.
- 6 funds opened new State Street SPDR S&P 1500 Momentum Tilt ETF positions in Q4 2022 and 5 closed out, a net change of +1 holder.
- The largest State Street SPDR S&P 1500 Momentum Tilt ETF buyer in Q4 2022 was Professional Financial Advisors, an estimated $4.37M added.
- The largest State Street SPDR S&P 1500 Momentum Tilt ETF seller in Q4 2022 was Private Advisor Group, an estimated $2.33M sold.
Based on aggregated 13F filings for Q4 2022.