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State Street SPDR S&P 1500 Momentum Tilt ETF

22 hedge funds and large institutions have $15M invested in State Street SPDR S&P 1500 Momentum Tilt ETF in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.68% more ownership

Funds ownership: 38.11%40.79% (+2.7%)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

8% less funds holding

Funds holding: 2422 (-2)

34% less capital invested

Capital invested by funds: $22.6M → $15M (-$7.57M)

60% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 10

Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
1
Cardan Capital Partners
Colorado
$4.5M -$4.73M -35,880 -47%
Morgan Stanley
2
Morgan Stanley
New York
$2.99M -$267K -2,030 -7%
WWM
3
Western Wealth Management
Colorado
$1.72M +$2.03M +15,386 New
Bank of America
4
Bank of America
North Carolina
$1.38M -$106K -807 -6%
Citadel Advisors
5
Citadel Advisors
Florida
$1.15M -$1.17M -8,899 -46%
SVWAG
6
Sound View Wealth Advisors Group
Georgia
$738K +$181K +1,377 +26%
SWP
7
Stratos Wealth Partners
Ohio
$551K -$33.7K -256 -5%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$508K +$600K +4,553 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$472K +$135K +1,022 +32%
Jane Street
10
Jane Street
New York
$269K -$143K -1,082 -31%
IA
11
IFP Advisors
Florida
$254K +$270K +2,052 +1,200%
WWM
12
Windsor Wealth Management
Indiana
$204K
US Bancorp
13
US Bancorp
Minnesota
$59K
Osaic Holdings
14
Osaic Holdings
Arizona
$59K +$69.2K +525 New
FHA
15
Flagship Harbor Advisors
Massachusetts
$54K -$53.3K -405 -46%
PVH
16
Psagot Value Holdings
Israel
$43K -$26.3K -200 -34%
AF
17
Advisornet Financial
Minnesota
$22K +$13.2K +100 +100%
Wells Fargo
18
Wells Fargo
California
$16K
SFS
19
Sowell Financial Services
Arkansas
$14K -$17.1K -130 -52%
UBS Group
20
UBS Group
Switzerland
$11K -$17.9K -136 -59%
WCG
21
Weaver Consulting Group
California
$9K
PA
22
Parallel Advisors
California
$5K
PFA
23
Professional Financial Advisors
Nebraska
-$278K -2,018 Closed
CF
24
Centaurus Financial
California
-$242K -1,755 Closed
RMAM
25
Raab & Moskowitz Asset Management
New Jersey
-$8K -60 Closed

MMTM Hedge Fund Activity: Q1 2020 in Review

22 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) for Q1 2020, worth a combined $15M — down 34% from $22.6M a quarter earlier.

Fund positioning in MMTM was balanced in Q1 2020: 3 funds opened new positions, 3 closed out, 4 added to existing stakes and 10 trimmed.

The largest buyer was Western Wealth Management, opening a new position worth an estimated $2.03M. The largest seller was Cardan Capital Partners, cutting an estimated $4.73M.

  • 22 institutional investors held State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) as of Q1 2020, down from 24 in Q4 2019.
  • Funds reported $15M of State Street SPDR S&P 1500 Momentum Tilt ETF stock for Q1 2020, down 34% quarter-over-quarter.
  • 3 funds opened new State Street SPDR S&P 1500 Momentum Tilt ETF positions in Q1 2020 and 3 closed out, a net change of 0 holders.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF buyer in Q1 2020 was Western Wealth Management, an estimated $2.03M added.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF seller in Q1 2020 was Cardan Capital Partners, an estimated $4.73M sold.

Based on aggregated 13F filings for Q1 2020.