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State Street SPDR S&P 1500 Momentum Tilt ETF

39 hedge funds and large institutions have $45.9M invested in State Street SPDR S&P 1500 Momentum Tilt ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

5% more capital invested

Capital invested by funds: $43.7M → $45.9M (+$2.13M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 4039 (-1)

2.66% less ownership

Funds ownership: 53.08%50.43% (-2.7%)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
14
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VF
26
VitalStone Financial
Texas
$95K
UBS Group
27
UBS Group
Switzerland
$76.2K +$36.2K +192 +104%
AF
28
Advisornet Financial
Minnesota
$60.8K -$9.43K -50 -14%
SWM
29
Spire Wealth Management
Virginia
$55.7K +$189 +1 +0.4%
JWA
30
JFS Wealth Advisors
Pennsylvania
$54K
HGERS
31
Householder Group Estate & Retirement Specialist
Arizona
$48K -$1.89K -10 -4%
OP
32
ORG Partners
Indiana
$25.7K +$13.2K +70 +123%
Comerica Bank
33
Comerica Bank
Texas
$13.7K
CP
34
Castleview Partners
Texas
$11.7K +$566 +3 +5%
OHWP
35
Oak Harbor Wealth Partners
North Carolina
$10.1K +$9.43K +50 New
NS
36
NBC Securities
Alabama
$5K
PS
37
Principal Securities
Iowa
$2.42K +$2.26K +12 New
Fidelity Investments
38
Fidelity Investments
Massachusetts
$202 +$189 +1 New
Wells Fargo
39
Wells Fargo
California
$180
CG
40
Cutler Group
California
-$4.1M -22,886 Closed
MCA
41
Magnolia Capital Advisors
Mississippi
-$1.53M -8,747 Closed
PWM
42
Prosperity Wealth Management
California
-$531K -2,963 Closed
RA
43
RFG Advisory
Alabama
-$370K -2,066 Closed
Belvedere Trading
44
Belvedere Trading
Illinois
-$24.9K -139 Closed
HI
45
Harbour Investments
Wisconsin
-$24.6K -138 Closed
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
-$17.2K -91 Closed

MMTM Hedge Fund Activity: Q4 2023 in Review

39 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) for Q4 2023, worth a combined $45.9M — up 4.9% from $43.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of MMTM and 6 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 14 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.04M. The largest seller was Cutler Group, exiting entirely with an estimated $4.1M sold.

  • 39 institutional investors held State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) as of Q4 2023, down from 40 in Q3 2023.
  • Funds reported $45.9M of State Street SPDR S&P 1500 Momentum Tilt ETF stock for Q4 2023, up 4.9% quarter-over-quarter.
  • 6 funds opened new State Street SPDR S&P 1500 Momentum Tilt ETF positions in Q4 2023 and 7 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF buyer in Q4 2023 was Susquehanna International Group, an estimated $1.04M added.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF seller in Q4 2023 was Cutler Group, an estimated $4.1M sold.

Based on aggregated 13F filings for Q4 2023.