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State Street SPDR S&P 1500 Momentum Tilt ETF

26 hedge funds and large institutions have $47.2M invested in State Street SPDR S&P 1500 Momentum Tilt ETF in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $40.6M → $47.2M (+$6.6M)

9.44% more ownership

Funds ownership: 46.16%55.6% (+9.4%)

0% more funds holding

Funds holding: 2626 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
26
Holders Change
Holders Change %
0%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$29.4M +$1.41M +7,142 +5%
Goldman Sachs
2
Goldman Sachs
New York
$3.59M
WWM
3
Western Wealth Management
Colorado
$2.9M +$2.82M +14,310 New
Bank of America
4
Bank of America
North Carolina
$2.66M +$1.13M +5,751 +78%
BWFA
5
Baltimore-Washington Financial Advisors
Maryland
$2.6M +$645K +3,274 +34%
SWP
6
Stratos Wealth Partners
Ohio
$1.05M +$1.02M +5,170 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$934K +$10.2K +52 +1%
Citadel Advisors
8
Citadel Advisors
Florida
$605K -$2.53M -12,852 -81%
SEP
9
Southland Equity Partners
Missouri
$560K -$394 -2 -0.1%
FTUS
10
Flow Traders U.S.
New York
$463K -$1.2M -6,085 -73%
UBS Group
11
UBS Group
Switzerland
$408K -$416K -2,110 -51%
Osaic Holdings
12
Osaic Holdings
Arizona
$367K
Morgan Stanley
13
Morgan Stanley
New York
$312K -$17.9K -91 -6%
IWM
14
IHT Wealth Management
Illinois
$299K -$29.5K -150 -9%
IWC
15
Integrated Wealth Concepts
Massachusetts
$283K -$20.7K -105 -7%
MA
16
Mezzasalma Advisors
New Jersey
$278K
HI
17
Harbour Investments
Wisconsin
$119K -$9.65K -49 -8%
US Bancorp
18
US Bancorp
Minnesota
$108K
AF
19
Advisornet Financial
Minnesota
$71K
JWA
20
JFS Wealth Advisors
Pennsylvania
$54K +$1.77K +9 +3%
SWM
21
Spire Wealth Management
Virginia
$53K +$197 +1 +0.4%
Wells Fargo
22
Wells Fargo
California
$30K
PA
23
PSI Advisors
Florida
$25K
GWM
24
Geneos Wealth Management
Colorado
$15K
PA
25
Parallel Advisors
California
$10K

MMTM Hedge Fund Activity: Q4 2021 in Review

26 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) for Q4 2021, worth a combined $47.2M — up 16% from $40.6M a quarter earlier.

Fund positioning in MMTM was balanced in Q4 2021: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $1.41M. The largest seller was Citadel Advisors, cutting an estimated $2.53M.

  • 26 institutional investors held State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $47.2M of State Street SPDR S&P 1500 Momentum Tilt ETF stock for Q4 2021, up 16% quarter-over-quarter.
  • 3 funds opened new State Street SPDR S&P 1500 Momentum Tilt ETF positions in Q4 2021 and 3 closed out, a net change of 0 holders.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF buyer in Q4 2021 was LPL Financial, an estimated $1.41M added.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF seller in Q4 2021 was Citadel Advisors, an estimated $2.53M sold.

Based on aggregated 13F filings for Q4 2021.