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SPDR S&P 1500 Momentum Tilt ETF

21 hedge funds and large institutions have $44.3M invested in SPDR S&P 1500 Momentum Tilt ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
21
Holders Change
Holders Change %
0%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$20.1M 135,215 +3,120 +2%
CCP
2
Cardan Capital Partners
Colorado
$6.46M 43,525 +2,878 +7%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$6.28M 42,315 +1,005 +2%
Morgan Stanley
4
Morgan Stanley
New York
$4.03M 27,142 +1,829 +7%
WWM
5
Western Wealth Management
Colorado
$2.29M 15,448 +34 +0.2%
SVWAG
6
Sound View Wealth Advisors Group
Georgia
$1.33M 8,983 -57 -0.6%
Citadel Advisors
7
Citadel Advisors
Florida
$1.16M 7,781 -5,418 -41%
Bank of America
8
Bank of America
North Carolina
$1.06M 7,165 -2,383 -25%
IA
9
IFP Advisors
Florida
$636K 4,277 +3,779 +759%
BWFA
10
Baltimore-Washington Financial Advisors
Maryland
$338K 2,282 +2,282 New
BAM
11
Belpointe Asset Management
Nevada
$203K 1,369 +1,369 New
Osaic Holdings
12
Osaic Holdings
Arizona
$82K 550 -75 -12%
US Bancorp
13
US Bancorp
Minnesota
$79K 533
FHA
14
Flagship Harbor Advisors
Massachusetts
$65K 443
WP
15
WealthShield Partners
North Carolina
$53K 357 +357 New
AF
16
Advisornet Financial
Minnesota
$26K 175 +175 New
Wells Fargo
17
Wells Fargo
California
$25K 168 +21 +14%
GWM
18
Geneos Wealth Management
Colorado
$21K 145 +145 New
SFS
19
Sowell Financial Services
Arkansas
$18K 124 -8 -6%
WCG
20
Weaver Consulting Group
California
$11K 76
PA
21
Parallel Advisors
California
$7K 50
SWP
22
Stratos Wealth Partners
Ohio
-4,788 Closed
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-3,804 Closed
CF
24
Centaurus Financial
California
-1,447 Closed
UBS Group
25
UBS Group
Switzerland
-339 Closed