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State Street SPDR S&P 1500 Momentum Tilt ETF

26 hedge funds and large institutions have $41.1M invested in State Street SPDR S&P 1500 Momentum Tilt ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

7% more capital invested

Capital invested by funds: $38.4M → $41.1M (+$2.72M)

4% more funds holding

Funds holding: 2526 (+1)

1.61% less ownership

Funds ownership: 55.28%53.67% (-1.6%)

Holders
26
Holders Change
+1
Holders Change %
+4%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
9
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$22.5M +$450K +2,689 +2%
PFA
2
Professional Financial Advisors
Nebraska
$4.37M +$4.37M +26,135 New
BWFA
3
Baltimore-Washington Financial Advisors
Maryland
$2.99M +$361K +2,159 +14%
WWM
4
Western Wealth Management
Colorado
$1.66M -$1.66M -9,947 -50%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$1.39M +$19.1K +114 +1%
Goldman Sachs
6
Goldman Sachs
New York
$1.29M -$1.67M -10,000 -56%
Bank of America
7
Bank of America
North Carolina
$1.19M -$22.9K -137 -2%
SPIA
8
Steward Partners Investment Advisory
New York
$1.07M +$66.6K +398 +7%
GLA
9
Good Life Advisors
Pennsylvania
$787K +$31.9K +191 +4%
FHA
10
Flagship Harbor Advisors
Massachusetts
$590K +$591K +3,531 New
Morgan Stanley
11
Morgan Stanley
New York
$589K -$50.2K -300 -8%
IA
12
IFP Advisors
Florida
$488K -$24.6K -147 -3%
SEP
13
Southland Equity Partners
Missouri
$434K -$10.9K -65 -2%
RA
14
RFG Advisory
Alabama
$356K +$346K +2,066 New
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$341K +$341K +2,038 New
Osaic Holdings
16
Osaic Holdings
Arizona
$319K
MA
17
Mezzasalma Advisors
New Jersey
$203K -$16.2K -97 -7%
VF
18
VitalStone Financial
Texas
$137K +$138K +825 New
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$91K +$91.1K +545 New
US Bancorp
20
US Bancorp
Minnesota
$89.1K
AF
21
Advisornet Financial
Minnesota
$58.7K
IWP
22
IAG Wealth Partners
Wisconsin
$54.2K +$27.6K +165 +104%
JWA
23
JFS Wealth Advisors
Pennsylvania
$44.6K
Wells Fargo
24
Wells Fargo
California
$24.7K +$167 +1 +0.7%
HI
25
Harbour Investments
Wisconsin
$22.8K +$2.01K +12 +10%

MMTM Hedge Fund Activity: Q4 2022 in Review

26 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) for Q4 2022, worth a combined $41.1M — up 7.1% from $38.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MMTM positions and 5 closed out — a net gain of 1 holder — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Professional Financial Advisors, opening a new position worth an estimated $4.37M. The largest seller was Private Advisor Group, exiting entirely with an estimated $2.33M sold.

  • 26 institutional investors held State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) as of Q4 2022, up from 25 in Q3 2022.
  • Funds reported $41.1M of State Street SPDR S&P 1500 Momentum Tilt ETF stock for Q4 2022, up 7.1% quarter-over-quarter.
  • 6 funds opened new State Street SPDR S&P 1500 Momentum Tilt ETF positions in Q4 2022 and 5 closed out, a net change of +1 holder.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF buyer in Q4 2022 was Professional Financial Advisors, an estimated $4.37M added.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF seller in Q4 2022 was Private Advisor Group, an estimated $2.33M sold.

Based on aggregated 13F filings for Q4 2022.