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State Street SPDR S&P 1500 Momentum Tilt ETF

28 hedge funds and large institutions have $42M invested in State Street SPDR S&P 1500 Momentum Tilt ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2828 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

6.98% less ownership

Funds ownership: 59.56%52.58% (-7%)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

18% less capital invested

Capital invested by funds: $51.2M → $42M (-$9.19M)

Holders
28
Holders Change
Holders Change %
0%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$23.6M +$114K +691 +0.5%
Morgan Stanley
2
Morgan Stanley
New York
$4.53M +$70.8K +431 +2%
CCP
3
Cardan Capital Partners
Colorado
$3.68M -$3.36M -20,482 -48%
WWM
4
Western Wealth Management
Colorado
$2.46M -$68.5K -417 -3%
IWC
5
Integrated Wealth Concepts
Massachusetts
$1.23M +$333K +2,024 +38%
Bank of America
6
Bank of America
North Carolina
$1.21M +$151K +922 +15%
BWFA
7
Baltimore-Washington Financial Advisors
Maryland
$961K +$385K +2,346 +68%
SVWAG
8
Sound View Wealth Advisors Group
Georgia
$949K -$530K -3,229 -36%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$844K -$3.2M -19,461 -79%
SEP
10
Southland Equity Partners
Missouri
$511K -$4.93K -30 -1%
Citadel Advisors
11
Citadel Advisors
Florida
$383K -$2.93M -17,842 -89%
Osaic Holdings
12
Osaic Holdings
Arizona
$289K +$37.5K +228 +15%
FHA
13
Flagship Harbor Advisors
Massachusetts
$254K +$251K +1,527 New
UBS Group
14
UBS Group
Switzerland
$245K +$185K +1,128 +327%
MA
15
Mezzasalma Advisors
New Jersey
$233K -$7.56K -46 -3%
IWM
16
IHT Wealth Management
Illinois
$230K -$48.5K -295 -18%
US Bancorp
17
US Bancorp
Minnesota
$89K
HI
18
Harbour Investments
Wisconsin
$82K +$80.5K +490 New
GWM
19
Geneos Wealth Management
Colorado
$47K
SFS
20
Sowell Financial Services
Arkansas
$44K +$20.7K +126 +102%
SWM
21
Spire Wealth Management
Virginia
$43K +$42.4K +258 New
AF
22
Advisornet Financial
Minnesota
$29K
Wells Fargo
23
Wells Fargo
California
$25K -$12.7K -77 -34%
AIC
24
Ameritas Investment Company
Nebraska
$16.6K +$16.4K +100 New
PWM
25
Prentice Wealth Management
New York
$13K +$13.3K +81 New

MMTM Hedge Fund Activity: Q1 2021 in Review

28 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) for Q1 2021, worth a combined $42M — down 18% from $51.2M a quarter earlier.

Fund positioning in MMTM was balanced in Q1 2021: 6 funds opened new positions, 6 closed out, 8 added to existing stakes and 9 trimmed.

The largest buyer was Baltimore-Washington Financial Advisors, adding an estimated $385K. The largest seller was Cardan Capital Partners, cutting an estimated $3.36M.

  • 28 institutional investors held State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $42M of State Street SPDR S&P 1500 Momentum Tilt ETF stock for Q1 2021, down 18% quarter-over-quarter.
  • 6 funds opened new State Street SPDR S&P 1500 Momentum Tilt ETF positions in Q1 2021 and 6 closed out, a net change of 0 holders.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF buyer in Q1 2021 was Baltimore-Washington Financial Advisors, an estimated $385K added.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF seller in Q1 2021 was Cardan Capital Partners, an estimated $3.36M sold.

Based on aggregated 13F filings for Q1 2021.