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State Street SPDR S&P 1500 Momentum Tilt ETF

26 hedge funds and large institutions have $40.6M invested in State Street SPDR S&P 1500 Momentum Tilt ETF in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

4% less funds holding

Funds holding: 2726 (-1)

6.01% less ownership

Funds ownership: 52.17%46.16% (-6%)

11% less capital invested

Capital invested by funds: $45.5M → $40.6M (-$4.91M)

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

Holders
26
Holders Change
-1
Holders Change %
-3.7%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$25.2M +$938K +5,028 +4%
Goldman Sachs
2
Goldman Sachs
New York
$3.25M
Citadel Advisors
3
Citadel Advisors
Florida
$2.9M +$755K +4,048 +34%
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$1.75M +$206K +1,104 +13%
FTUS
5
Flow Traders U.S.
New York
$1.53M -$1.93M -10,340 -55%
Bank of America
6
Bank of America
North Carolina
$1.35M -$69K -370 -5%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$835K -$1.49K -8 -0.2%
UBS Group
8
UBS Group
Switzerland
$756K -$78.5K -421 -9%
SEP
9
Southland Equity Partners
Missouri
$507K -$560 -3 -0.1%
Osaic Holdings
10
Osaic Holdings
Arizona
$331K
FHA
11
Flagship Harbor Advisors
Massachusetts
$312K
Morgan Stanley
12
Morgan Stanley
New York
$299K -$18.1K -97 -6%
IWM
13
IHT Wealth Management
Illinois
$298K +$18.7K +100 +7%
IWC
14
Integrated Wealth Concepts
Massachusetts
$275K -$170K -910 -38%
MA
15
Mezzasalma Advisors
New Jersey
$251K -$1.86K -10 -0.7%
TRCT
16
Tower Research Capital (TRC)
New York
$234K -$2.34M -12,552 -91%
HI
17
Harbour Investments
Wisconsin
$117K +$5.22K +28 +5%
US Bancorp
18
US Bancorp
Minnesota
$98K
AF
19
Advisornet Financial
Minnesota
$64K +$32.8K +176 +101%
SWM
20
Spire Wealth Management
Virginia
$47K
JWA
21
JFS Wealth Advisors
Pennsylvania
$47K +$48.1K +258 New
Wells Fargo
22
Wells Fargo
California
$27K
PA
23
PSI Advisors
Florida
$23K +$23.3K +125 New
GWM
24
Geneos Wealth Management
Colorado
$13K -$36.4K -195 -72%
PA
25
Parallel Advisors
California
$9K

MMTM Hedge Fund Activity: Q3 2021 in Review

26 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) for Q3 2021, worth a combined $40.6M — down 11% from $45.5M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new MMTM positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $938K. The largest seller was Tower Research Capital (TRC), cutting an estimated $2.34M.

  • 26 institutional investors held State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) as of Q3 2021, down from 27 in Q2 2021.
  • Funds reported $40.6M of State Street SPDR S&P 1500 Momentum Tilt ETF stock for Q3 2021, down 11% quarter-over-quarter.
  • 2 funds opened new State Street SPDR S&P 1500 Momentum Tilt ETF positions in Q3 2021 and 1 closed out, a net change of +1 holder.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF buyer in Q3 2021 was LPL Financial, an estimated $938K added.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF seller in Q3 2021 was Tower Research Capital (TRC), an estimated $2.34M sold.

Based on aggregated 13F filings for Q3 2021.