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State Street SPDR S&P 1500 Momentum Tilt ETF

21 hedge funds and large institutions have $17.7M invested in State Street SPDR S&P 1500 Momentum Tilt ETF in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

17% more funds holding

Funds holding: 1821 (+3)

5.74% less ownership

Funds ownership: 39.79%34.05% (-5.7%)

13% less capital invested

Capital invested by funds: $20.4M → $17.7M (-$2.67M)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
5
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
1
Cardan Capital Partners
Colorado
$9.73M +$453K +3,501 +5%
Morgan Stanley
2
Morgan Stanley
New York
$3.62M +$301K +2,322 +9%
Bank of America
3
Bank of America
North Carolina
$1.8M -$41.9K -324 -2%
SVWAG
4
Sound View Wealth Advisors Group
Georgia
$671K -$11.1K -86 -2%
SWP
5
Stratos Wealth Partners
Ohio
$568K -$31.1K -240 -5%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$312K +$14.2K +110 +5%
Stifel Financial
7
Stifel Financial
Missouri
$247K -$218K -1,684 -47%
WWM
8
Windsor Wealth Management
Indiana
$231K +$237K +1,832 New
CF
9
Centaurus Financial
California
$204K -$22.9K -177 -10%
AG
10
Advisor Group
Arizona
$71K +$12.9K +100 +22%
US Bancorp
11
US Bancorp
Minnesota
$69K
PVH
12
Psagot Value Holdings
Israel
$51K +$34.8K +269 +213%
FHA
13
Flagship Harbor Advisors
Massachusetts
$25K +$25.9K +200 New
Wells Fargo
14
Wells Fargo
California
$19K -$129 -1 -0.7%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$16K
UBS Group
16
UBS Group
Switzerland
$14K +$14.4K +111 New
AF
17
Advisornet Financial
Minnesota
$13K +$12.9K +100 New
PA
18
Parallel Advisors
California
$6K +$6.47K +50 New
SFS
19
Sowell Financial Services
Arkansas
$4K +$3.88K +30 New
RIA
20
Realta Investment Advisors
Delaware
$3K
IA
21
IFP Advisors
Florida
$1K +$906 +7 New
Jane Street
22
Jane Street
New York
-$3.33M -26,025 Closed
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$390K -3,052 Closed

MMTM Hedge Fund Activity: Q3 2019 in Review

21 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) for Q3 2019, worth a combined $17.7M — down 13% from $20.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MMTM positions and 4 closed out — a net gain of 3 holders — while 5 added to existing stakes and 6 trimmed.

The largest buyer was Cardan Capital Partners, adding an estimated $453K. The largest seller was Jane Street, exiting entirely with an estimated $3.33M sold.

  • 21 institutional investors held State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) as of Q3 2019, up from 18 in Q2 2019.
  • Funds reported $17.7M of State Street SPDR S&P 1500 Momentum Tilt ETF stock for Q3 2019, down 13% quarter-over-quarter.
  • 7 funds opened new State Street SPDR S&P 1500 Momentum Tilt ETF positions in Q3 2019 and 4 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF buyer in Q3 2019 was Cardan Capital Partners, an estimated $453K added.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF seller in Q3 2019 was Jane Street, an estimated $3.33M sold.

Based on aggregated 13F filings for Q3 2019.