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State Street SPDR S&P 1500 Momentum Tilt ETF

24 hedge funds and large institutions have $22.6M invested in State Street SPDR S&P 1500 Momentum Tilt ETF in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 2

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

28% more capital invested

Capital invested by funds: $17.7M → $22.6M (+$4.92M)

14% more funds holding

Funds holding: 2124 (+3)

4.06% more ownership

Funds ownership: 34.05%38.11% (+4.1%)

Holders
24
Holders Change
+3
Holders Change %
+14.29%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
1
Cardan Capital Partners
Colorado
$10.5M +$171K +1,286 +2%
Morgan Stanley
2
Morgan Stanley
New York
$3.97M +$124K +933 +3%
Citadel Advisors
3
Citadel Advisors
Florida
$2.65M +$2.55M +19,188 New
Bank of America
4
Bank of America
North Carolina
$1.82M -$88.6K -667 -5%
SVWAG
5
Sound View Wealth Advisors Group
Georgia
$722K +$9.04K +68 +1%
SWP
6
Stratos Wealth Partners
Ohio
$717K +$110K +824 +19%
Jane Street
7
Jane Street
New York
$481K +$464K +3,492 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$442K +$107K +803 +33%
PFA
9
Professional Financial Advisors
Nebraska
$278K +$268K +2,018 New
WWM
10
Windsor Wealth Management
Indiana
$253K
CF
11
Centaurus Financial
California
$242K +$24.3K +183 +12%
FHA
12
Flagship Harbor Advisors
Massachusetts
$123K +$91.7K +690 +345%
PVH
13
Psagot Value Holdings
Israel
$81K +$25.3K +190 +48%
US Bancorp
14
US Bancorp
Minnesota
$73K
AG
15
Advisor Group
Arizona
$69K -$6.64K -50 -9%
SFS
16
Sowell Financial Services
Arkansas
$35K +$29.5K +222 +740%
UBS Group
17
UBS Group
Switzerland
$32K +$16.1K +121 +109%
IA
18
IFP Advisors
Florida
$24K +$21.8K +164 +2,343%
Wells Fargo
19
Wells Fargo
California
$20K +$133 +1 +0.7%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$17K
AF
21
Advisornet Financial
Minnesota
$14K
WCG
22
Weaver Consulting Group
California
$10K +$10.1K +76 New
RMAM
23
Raab & Moskowitz Asset Management
New Jersey
$8K +$7.97K +60 New
PA
24
Parallel Advisors
California
$7K
Stifel Financial
25
Stifel Financial
Missouri
-$247K -1,904 Closed

MMTM Hedge Fund Activity: Q4 2019 in Review

24 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) for Q4 2019, worth a combined $22.6M — up 28% from $17.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MMTM positions and 2 closed out — a net gain of 3 holders — while 12 added to existing stakes and 2 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.55M. The largest seller was Stifel Financial, exiting entirely with an estimated $247K sold.

  • 24 institutional investors held State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) as of Q4 2019, up from 21 in Q3 2019.
  • Funds reported $22.6M of State Street SPDR S&P 1500 Momentum Tilt ETF stock for Q4 2019, up 28% quarter-over-quarter.
  • 5 funds opened new State Street SPDR S&P 1500 Momentum Tilt ETF positions in Q4 2019 and 2 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF buyer in Q4 2019 was Citadel Advisors, an estimated $2.55M added.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF seller in Q4 2019 was Stifel Financial, an estimated $247K sold.

Based on aggregated 13F filings for Q4 2019.