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State Street SPDR S&P 1500 Momentum Tilt ETF

28 hedge funds and large institutions have $50.9M invested in State Street SPDR S&P 1500 Momentum Tilt ETF in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

8% more capital invested

Capital invested by funds: $47.2M → $50.9M (+$3.74M)

8% more funds holding

Funds holding: 2628 (+2)

0.3% less ownership

Funds ownership: 55.6%55.3% (-0.3%)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$28.2M +$92.1K +484 +0.3%
WWM
2
Western Wealth Management
Colorado
$4.26M +$1.47M +7,714 +54%
Goldman Sachs
3
Goldman Sachs
New York
$3.43M
TRCT
4
Tower Research Capital (TRC)
New York
$2.83M +$2.78M +14,615 New
Citadel Advisors
5
Citadel Advisors
Florida
$2.48M +$1.87M +9,842 +330%
PAG
6
Private Advisor Group
New Jersey
$2.19M +$2.15M +11,291 New
Bank of America
7
Bank of America
North Carolina
$1.35M -$1.17M -6,169 -47%
SWP
8
Stratos Wealth Partners
Ohio
$998K -$2.85K -15 -0.3%
BWFA
9
Baltimore-Washington Financial Advisors
Maryland
$964K -$1.34M -7,056 -55%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$896K +$3.04K +16 +0.3%
SEP
11
Southland Equity Partners
Missouri
$535K -$190 -1 -0%
IA
12
IFP Advisors
Florida
$506K +$800K +4,202 New
UBS Group
13
UBS Group
Switzerland
$460K +$68.1K +358 +18%
Osaic Holdings
14
Osaic Holdings
Arizona
$336K
FTUS
15
Flow Traders U.S.
New York
$299K -$141K -741 -32%
Morgan Stanley
16
Morgan Stanley
New York
$285K -$13.7K -72 -5%
MA
17
Mezzasalma Advisors
New Jersey
$255K -$10.5K -55 -4%
IWM
18
IHT Wealth Management
Illinois
$242K -$42.8K -225 -15%
US Bancorp
19
US Bancorp
Minnesota
$103K
AF
20
Advisornet Financial
Minnesota
$68K
SPIA
21
Steward Partners Investment Advisory
New York
$67K +$66K +347 New
JWA
22
JFS Wealth Advisors
Pennsylvania
$52K
SWM
23
Spire Wealth Management
Virginia
$50K +$190 +1 +0.4%
Wells Fargo
24
Wells Fargo
California
$28K
PA
25
PSI Advisors
Florida
$24K

MMTM Hedge Fund Activity: Q1 2022 in Review

28 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) for Q1 2022, worth a combined $50.9M — up 7.9% from $47.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new MMTM positions and 1 closed out — a net gain of 3 holders — while 6 added to existing stakes and 9 trimmed.

The largest buyer was Tower Research Capital (TRC), opening a new position worth an estimated $2.78M. The largest seller was Castleview Partners, cutting an estimated $6.47M.

  • 28 institutional investors held State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) as of Q1 2022, up from 26 in Q4 2021.
  • Funds reported $50.9M of State Street SPDR S&P 1500 Momentum Tilt ETF stock for Q1 2022, up 7.9% quarter-over-quarter.
  • 4 funds opened new State Street SPDR S&P 1500 Momentum Tilt ETF positions in Q1 2022 and 1 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF buyer in Q1 2022 was Tower Research Capital (TRC), an estimated $2.78M added.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF seller in Q1 2022 was Castleview Partners, an estimated $6.47M sold.

Based on aggregated 13F filings for Q1 2022.