We are live on ! Find out more
MMTM icon

State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM

34 hedge funds and large institutions have $52.5M invested in State Street SPDR S&P 1500 Momentum Tilt ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

4% more capital invested

Capital invested by funds: $50.5M → $52.5M (+$2M)

0% more funds holding

Funds holding: 34 → 34 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

1.95% less ownership

Funds ownership: 51.09% → 49.14% (-2%)

Holders
34
Holders Change
–
Holders Change %
0%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.05M
2
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$953K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$597K
4
Osaic Holdings
Osaic Holdings
Arizona
+$387K
5
Citadel Advisors
Citadel Advisors
Florida
+$375K

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.48M
2
FEM
Fulcrum Equity Management
Texas
-$664K
3
SOS
Silver Oak Securities
Tennessee
-$530K
4
BMM
Berkshire Money Management
Massachusetts
-$470K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$220K
Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
26
JFS Wealth Advisors
Pennsylvania
$64.9K – – –
IAIM
27
International Assets Investment Management
Florida
$58.3K +$55.4K +240 New
HGERS
28
Householder Group Estate & Retirement Specialist
Arizona
$55K -$3.23K -14 -6%
CP
29
Castleview Partners
Texas
$21.4K +$2.54K +11 +14%
OP
30
ORG Partners
Indiana
$17K +$16.1K +70 New
Comerica Bank
31
Comerica Bank
Texas
$16.5K – – –
VAG
32
VisionPoint Advisory Group
Texas
$13.4K +$12.7K +55 New
OHWP
33
Oak Harbor Wealth Partners
North Carolina
$12.1K – – –
Fidelity Investments
34
Fidelity Investments
Massachusetts
$6.07K +$5.77K +25 New
Wells Fargo
35
Wells Fargo
California
$88 – – –
FEM
36
Fulcrum Equity Management
Texas
– -$664K -2,889 Closed
SOS
37
Silver Oak Securities
Tennessee
– -$530K -2,305 Closed
BMM
38
Berkshire Money Management
Massachusetts
– -$470K -2,046 Closed
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
– -$220K -956 Closed
NA
40
NewEdge Advisors
Louisiana
– -$129K -560 Closed
1
2

MMTM Hedge Fund Activity: Q2 2024 in Review

34 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) for Q2 2024, worth a combined $52.5M — up 4% from $50.5M a quarter earlier.

Fund positioning in MMTM was balanced in Q2 2024: 5 funds opened new positions, 5 closed out, 11 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.05M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.48M.

  • 34 institutional investors held State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $52.5M of State Street SPDR S&P 1500 Momentum Tilt ETF stock for Q2 2024, up 4% quarter-over-quarter.
  • 5 funds opened new State Street SPDR S&P 1500 Momentum Tilt ETF positions in Q2 2024 and 5 closed out, a net change of 0 holders.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF buyer in Q2 2024 was Morgan Stanley, an estimated $1.05M added.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF seller in Q2 2024 was Raymond James Financial Services Advisors, an estimated $2.48M sold.

Based on aggregated 13F filings for Q2 2024.