State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
34 hedge funds and large institutions have $59.6M invested in State Street SPDR S&P 1500 Momentum Tilt ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 5 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
13% more capital invested
Capital invested by funds: $52.5M → $59.6M (+$7.05M)
3.43% more ownership
Funds ownership: 49.14% → 52.57% (+3.4%)
0% more funds holding
Funds holding: 34 → 34 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$3.18M |
| 2 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$1.03M |
| 3 |
Morgan Stanley
New York
|
+$740K |
| 4 |
BWFA
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
+$692K |
| 5 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$507K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$798K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$585K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$271K |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$167K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$146K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JWA
26
JFS Wealth Advisors
Hermitage,
Pennsylvania
| $67.2K | – | – | – |
|
|
CP
27
Castleview Partners
Dallas,
Texas
| $63K | +$39.4K | +162 | +184% |
|
|
HGERS
28
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $57K | – | – | – |
|
29
Comerica Bank
Dallas,
Texas
| $17.1K | – | – | – |
|
|
CAS
30
Coppell Advisory Solutions
Coppell,
Texas
| $14.6K | +$14.1K | +58 | New |
|
|
OWP
31
ORG Wealth Partners
Dallas,
Texas
| $14.4K | +$13.9K | +57 | New |
|
|
OHWP
32
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| $12.6K | – | – | – |
|
33
Fidelity Investments
Boston,
Massachusetts
| $3.78K | -$2.43K | -10 | -40% |
|
34
Wells Fargo
San Francisco,
California
| $154 | +$243 | +1 | New |
|
|
35
Citadel Advisors
Miami,
Florida
| – | -$798K | -3,284 | Closed |
|
36
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$86K | -352 | Closed |
|
|
SWM
37
Spire Wealth Management
Mclean,
Virginia
| – | -$65.3K | -269 | Closed |
|
|
IAIM
38
International Assets Investment Management
Orlando,
Florida
| – | -$58.3K | -240 | Closed |
|
|
OP
39
ORG Partners
Roanoke,
Indiana
| – | -$17K | -70 | Closed |
|
MMTM Hedge Fund Activity: Q3 2024 in Review
34 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) for Q3 2024, worth a combined $59.6M — up 13% from $52.5M a quarter earlier.
Fund positioning in MMTM was balanced in Q3 2024: 5 funds opened new positions, 5 closed out, 12 added to existing stakes and 10 trimmed.
The largest buyer was LPL Financial, adding an estimated $3.18M. The largest seller was Citadel Advisors, exiting entirely with an estimated $798K sold.
- 34 institutional investors held State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $59.6M of State Street SPDR S&P 1500 Momentum Tilt ETF stock for Q3 2024, up 13% quarter-over-quarter.
- 5 funds opened new State Street SPDR S&P 1500 Momentum Tilt ETF positions in Q3 2024 and 5 closed out, a net change of 0 holders.
- The largest State Street SPDR S&P 1500 Momentum Tilt ETF buyer in Q3 2024 was LPL Financial, an estimated $3.18M added.
- The largest State Street SPDR S&P 1500 Momentum Tilt ETF seller in Q3 2024 was Citadel Advisors, an estimated $798K sold.
Based on aggregated 13F filings for Q3 2024.