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State Street SPDR S&P 1500 Momentum Tilt ETF

27 hedge funds and large institutions have $45.5M invested in State Street SPDR S&P 1500 Momentum Tilt ETF in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $42M → $45.5M (+$3.5M)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

0.41% less ownership

Funds ownership: 52.58%52.17% (-0.41%)

4% less funds holding

Funds holding: 2827 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$24.1M -$1.57M -8,880 -6%
FTUS
2
Flow Traders U.S.
New York
$3.4M +$3.3M +18,711 New
Goldman Sachs
3
Goldman Sachs
New York
$3.22M +$3.13M +17,730 New
WWM
4
Western Wealth Management
Colorado
$2.66M -$29.1K -165 -1%
TRCT
5
Tower Research Capital (TRC)
New York
$2.51M +$2.43M +13,795 +41,803%
Citadel Advisors
6
Citadel Advisors
Florida
$2.14M +$1.67M +9,489 +412%
BWFA
7
Baltimore-Washington Financial Advisors
Maryland
$1.54M +$472K +2,678 +46%
Bank of America
8
Bank of America
North Carolina
$1.41M +$85K +482 +7%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$829K -$89.3K -506 -10%
UBS Group
10
UBS Group
Switzerland
$826K +$542K +3,074 +209%
SEP
11
Southland Equity Partners
Missouri
$503K -$53.6K -304 -10%
IWC
12
Integrated Wealth Concepts
Massachusetts
$438K -$874K -4,954 -67%
Osaic Holdings
13
Osaic Holdings
Arizona
$328K +$13.2K +75 +4%
Morgan Stanley
14
Morgan Stanley
New York
$314K -$4.5M -25,496 -94%
FHA
15
Flagship Harbor Advisors
Massachusetts
$312K +$34.1K +193 +13%
IWM
16
IHT Wealth Management
Illinois
$277K +$24.7K +140 +10%
MA
17
Mezzasalma Advisors
New Jersey
$251K -$3.53K -20 -1%
HI
18
Harbour Investments
Wisconsin
$111K +$21.2K +120 +24%
US Bancorp
19
US Bancorp
Minnesota
$97K
GWM
20
Geneos Wealth Management
Colorado
$49K
SWM
21
Spire Wealth Management
Virginia
$47K
AF
22
Advisornet Financial
Minnesota
$32K
Wells Fargo
23
Wells Fargo
California
$27K -$176 -1 -0.7%
CP
24
Castleview Partners
Texas
$23K +$21.9K +124 New
PA
25
Parallel Advisors
California
$9K

MMTM Hedge Fund Activity: Q2 2021 in Review

27 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) for Q2 2021, worth a combined $45.5M — up 8.3% from $42M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of MMTM and 3 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 9 added.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $3.3M. The largest seller was Morgan Stanley, cutting an estimated $4.5M.

  • 27 institutional investors held State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) as of Q2 2021, down from 28 in Q1 2021.
  • Funds reported $45.5M of State Street SPDR S&P 1500 Momentum Tilt ETF stock for Q2 2021, up 8.3% quarter-over-quarter.
  • 3 funds opened new State Street SPDR S&P 1500 Momentum Tilt ETF positions in Q2 2021 and 4 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF buyer in Q2 2021 was Flow Traders U.S., an estimated $3.3M added.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF seller in Q2 2021 was Morgan Stanley, an estimated $4.5M sold.

Based on aggregated 13F filings for Q2 2021.