State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
10 hedge funds and large institutions have $7.94M invested in State Street SPDR S&P 1500 Momentum Tilt ETF in 2015 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
12% more capital invested
Capital invested by funds: $7.09M → $7.94M (+$851K)
11% more funds holding
Funds holding: 9 → 10 (+1)
1.18% more ownership
Funds ownership: 57.56% → 58.74% (+1.2%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$45.4K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$17.7K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.83K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.55M |
| 2 |
Jane Street
New York
|
-$912K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$491K |
| 4 |
Morgan Stanley
New York
|
-$38.6K |
| 5 |
AIG
American International Group
New York
|
-$12K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCP
1
Cardan Capital Partners
Denver,
Colorado
| $3.62M | +$3.56M | +40,201 | New |
|
|
2
Bank of America
Charlotte,
North Carolina
| $3.28M | -$2.55M | -28,842 | -44% |
|
|
ACM
3
Armbruster Capital Management
Pittsford,
New York
| $676K | +$664K | +7,500 | New |
|
|
PVH
4
Psagot Value Holdings
Tel Aviv,
Israel
| $188K | -$9.83K | -111 | -5% |
|
5
Creative Planning
Overland Park,
Kansas
| $86K | – | – | – |
|
|
MFS
6
MSI Financial Services
Springfield,
Massachusetts
| $46K | +$45.4K | +513 | New |
|
|
7
Morgan Stanley
New York
| $19K | -$38.6K | -436 | -68% |
|
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $18K | +$17.7K | +200 | New |
|
|
9
UBS Group
Zurich,
Switzerland
| $3K | +$2.83K | +32 | New |
|
|
10
Jane Street
New York
| – | -$912K | -11,114 | Closed |
|
|
11
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$491K | -5,980 | Closed |
|
|
AIG
12
American International Group
New York
| – | -$12K | -149 | Closed |
|
|
TRCT
13
Tower Research Capital (TRC)
New York
| – | -$4K | -45 | Closed |
|
MMTM Hedge Fund Activity: Q4 2015 in Review
10 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) for Q4 2015, worth a combined $7.94M — up 12% from $7.09M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MMTM positions and 4 closed out — a net gain of 1 holder — while 0 added to existing stakes and 3 trimmed.
The largest buyer was MSI Financial Services, opening a new position worth an estimated $45.4K. The largest seller was Bank of America, cutting an estimated $2.55M.
- 10 institutional investors held State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) as of Q4 2015, up from 9 in Q3 2015.
- Funds reported $7.94M of State Street SPDR S&P 1500 Momentum Tilt ETF stock for Q4 2015, up 12% quarter-over-quarter.
- 5 funds opened new State Street SPDR S&P 1500 Momentum Tilt ETF positions in Q4 2015 and 4 closed out, a net change of +1 holder.
- The largest State Street SPDR S&P 1500 Momentum Tilt ETF buyer in Q4 2015 was MSI Financial Services, an estimated $45.4K added.
- The largest State Street SPDR S&P 1500 Momentum Tilt ETF seller in Q4 2015 was Bank of America, an estimated $2.55M sold.
Based on aggregated 13F filings for Q4 2015.