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State Street SPDR S&P 1500 Momentum Tilt ETF

28 hedge funds and large institutions have $51.2M invested in State Street SPDR S&P 1500 Momentum Tilt ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

33% more funds holding

Funds holding: 2128 (+7)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

16% more capital invested

Capital invested by funds: $44.3M → $51.2M (+$6.92M)

0.06% less ownership

Funds ownership: 59.62%59.56% (-0.06%)

Holders
28
Holders Change
+7
Holders Change %
+33.33%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
7
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$22.9M +$896K +5,791 +4%
CCP
2
Cardan Capital Partners
Colorado
$6.9M -$144K -929 -2%
Morgan Stanley
3
Morgan Stanley
New York
$4.34M -$53.7K -347 -1%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.98M -$2.75M -17,781 -42%
Citadel Advisors
5
Citadel Advisors
Florida
$3.27M +$1.91M +12,362 +159%
WWM
6
Western Wealth Management
Colorado
$2.47M -$32.8K -212 -1%
SVWAG
7
Sound View Wealth Advisors Group
Georgia
$1.45M -$6.96K -45 -0.5%
Bank of America
8
Bank of America
North Carolina
$1.03M -$126K -813 -11%
IWC
9
Integrated Wealth Concepts
Massachusetts
$866K +$827K +5,342 New
IA
10
IFP Advisors
Florida
$694K
BWFA
11
Baltimore-Washington Financial Advisors
Maryland
$557K +$179K +1,155 +51%
SEP
12
Southland Equity Partners
Missouri
$503K +$480K +3,103 New
CF
13
Centaurus Financial
California
$400K +$382K +2,466 New
WP
14
WealthShield Partners
North Carolina
$380K +$308K +1,990 +557%
IWM
15
IHT Wealth Management
Illinois
$272K +$260K +1,680 New
Osaic Holdings
16
Osaic Holdings
Arizona
$244K +$148K +955 +174%
MA
17
Mezzasalma Advisors
New Jersey
$235K +$224K +1,448 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$218K +$209K +1,348 New
DA
19
DCM Advisors
New York
$163K +$155K +1,003 New
US Bancorp
20
US Bancorp
Minnesota
$86K
TFS
21
TrustCore Financial Services
Tennessee
$60K +$57.2K +370 New
UBS Group
22
UBS Group
Switzerland
$56K +$53.4K +345 New
GWM
23
Geneos Wealth Management
Colorado
$44K +$19.3K +125 +86%
Wells Fargo
24
Wells Fargo
California
$36K +$8.82K +57 +34%
AF
25
Advisornet Financial
Minnesota
$28K

MMTM Hedge Fund Activity: Q4 2020 in Review

28 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) for Q4 2020, worth a combined $51.2M — up 16% from $44.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MMTM positions and 3 closed out — a net gain of 7 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $1.91M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $2.75M.

  • 28 institutional investors held State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) as of Q4 2020, up from 21 in Q3 2020.
  • Funds reported $51.2M of State Street SPDR S&P 1500 Momentum Tilt ETF stock for Q4 2020, up 16% quarter-over-quarter.
  • 10 funds opened new State Street SPDR S&P 1500 Momentum Tilt ETF positions in Q4 2020 and 3 closed out, a net change of +7 holders.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF buyer in Q4 2020 was Citadel Advisors, an estimated $1.91M added.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF seller in Q4 2020 was Raymond James Financial Services Advisors, an estimated $2.75M sold.

Based on aggregated 13F filings for Q4 2020.