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State Street SPDR S&P 1500 Momentum Tilt ETF

21 hedge funds and large institutions have $44.3M invested in State Street 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.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

10% more capital invested

Capital invested by funds: $40.2M → $44.3M (+$4.07M)

3.11% more ownership

Funds ownership: 56.52%59.62% (+3.1%)

0% more funds holding

Funds holding: 2121 (0)

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 Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$20.1M +$453K +3,120 +2%
CCP
2
Cardan Capital Partners
Colorado
$6.46M +$418K +2,878 +7%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$6.28M +$146K +1,005 +2%
Morgan Stanley
4
Morgan Stanley
New York
$4.03M +$266K +1,829 +7%
WWM
5
Western Wealth Management
Colorado
$2.29M +$4.94K +34 +0.2%
SVWAG
6
Sound View Wealth Advisors Group
Georgia
$1.33M -$8.29K -57 -0.6%
Citadel Advisors
7
Citadel Advisors
Florida
$1.16M -$787K -5,418 -41%
Bank of America
8
Bank of America
North Carolina
$1.06M -$346K -2,383 -25%
IA
9
IFP Advisors
Florida
$636K +$549K +3,779 +759%
BWFA
10
Baltimore-Washington Financial Advisors
Maryland
$338K +$332K +2,282 New
BAM
11
Belpointe Asset Management
Nevada
$203K +$199K +1,369 New
Osaic Holdings
12
Osaic Holdings
Arizona
$82K -$10.9K -75 -12%
US Bancorp
13
US Bancorp
Minnesota
$79K
FHA
14
Flagship Harbor Advisors
Massachusetts
$65K
WP
15
WealthShield Partners
North Carolina
$53K +$51.9K +357 New
AF
16
Advisornet Financial
Minnesota
$26K +$25.4K +175 New
Wells Fargo
17
Wells Fargo
California
$25K +$3.05K +21 +14%
GWM
18
Geneos Wealth Management
Colorado
$21K +$21.1K +145 New
SFS
19
Sowell Financial Services
Arkansas
$18K -$1.16K -8 -6%
WCG
20
Weaver Consulting Group
California
$11K
PA
21
Parallel Advisors
California
$7K
SWP
22
Stratos Wealth Partners
Ohio
-$642K -4,788 Closed
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$510K -3,804 Closed
CF
24
Centaurus Financial
California
-$194K -1,447 Closed
UBS Group
25
UBS Group
Switzerland
-$45K -339 Closed

MMTM Hedge Fund Activity: Q3 2020 in Review

21 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) for Q3 2020, worth a combined $44.3M — up 10% from $40.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MMTM positions and 4 closed out — a net gain of 1 holder — while 7 added to existing stakes and 5 trimmed.

The largest buyer was IFP Advisors, adding an estimated $549K. The largest seller was Citadel Advisors, cutting an estimated $787K.

  • 21 institutional investors held State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $44.3M of State Street SPDR S&P 1500 Momentum Tilt ETF stock for Q3 2020, up 10% quarter-over-quarter.
  • 5 funds opened new State Street SPDR S&P 1500 Momentum Tilt ETF positions in Q3 2020 and 4 closed out, a net change of +1 holder.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF buyer in Q3 2020 was IFP Advisors, an estimated $549K added.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF seller in Q3 2020 was Citadel Advisors, an estimated $787K sold.

Based on aggregated 13F filings for Q3 2020.