State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
40 hedge funds and large institutions have $43.7M invested in State Street SPDR S&P 1500 Momentum Tilt ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
21% more funds holding
Funds holding: 33 → 40 (+7)
9% more capital invested
Capital invested by funds: $40.2M → $43.7M (+$3.49M)
4.87% more ownership
Funds ownership: 48.21% → 53.08% (+4.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
23% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 13
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $4.04M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Cutler Group
San Francisco,
California
|
+$4.26M |
| 2 |
LPL Financial
San Diego,
California
|
+$2.36M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.03M |
| 4 |
PWM
Prosperity Wealth Management
San Ramon,
California
|
+$551K |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$524K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
-$2.52M |
| 2 |
MCA
Magnolia Capital Advisors
Jackson,
Mississippi
|
-$1.39M |
| 3 |
Belvedere Trading
Chicago,
Illinois
|
-$468K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$268K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$184K |
MMTM Hedge Fund Activity: Q3 2023 in Review
40 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) for Q3 2023, worth a combined $43.7M — up 8.7% from $40.2M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new MMTM positions and 3 closed out — a net gain of 7 holders — while 10 added to existing stakes and 13 trimmed.
The largest buyer was Cutler Group, opening a new position worth an estimated $4.26M. The largest seller was Zimmermann Investment Management & Planning, exiting entirely with an estimated $2.52M sold.
- 40 institutional investors held State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) as of Q3 2023, up from 33 in Q2 2023.
- Funds reported $43.7M of State Street SPDR S&P 1500 Momentum Tilt ETF stock for Q3 2023, up 8.7% quarter-over-quarter.
- 10 funds opened new State Street SPDR S&P 1500 Momentum Tilt ETF positions in Q3 2023 and 3 closed out, a net change of +7 holders.
- The largest State Street SPDR S&P 1500 Momentum Tilt ETF buyer in Q3 2023 was Cutler Group, an estimated $4.26M added.
- The largest State Street SPDR S&P 1500 Momentum Tilt ETF seller in Q3 2023 was Zimmermann Investment Management & Planning, an estimated $2.52M sold.
Based on aggregated 13F filings for Q3 2023.