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State Street SPDR S&P 1500 Momentum Tilt ETF

33 hedge funds and large institutions have $40.2M invested in State Street SPDR S&P 1500 Momentum Tilt ETF in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

28% more capital invested

Capital invested by funds: $31.4M → $40.2M (+$8.84M)

6% more funds holding

Funds holding: 3133 (+2)

3.56% more ownership

Funds ownership: 44.65%48.21% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

75% less call options, than puts

Call options by funds: $1.07M | Put options by funds: $4.21M

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
9
Reduced
7
Closed
4
Calls
$1.07M
Puts
$4.21M
Net Calls
-$3.14M
Net Calls Change
-$3.26M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$10.8M +$1.57M +8,967 +18%
BWFA
2
Baltimore-Washington Financial Advisors
Maryland
$6.46M +$2.69M +15,401 +79%
PFA
3
Professional Financial Advisors
Nebraska
$4.7M -$268K -1,535 -6%
MCA
4
Magnolia Capital Advisors
Mississippi
$3.01M +$2.84M +16,234 New
ZIMP
5
Zimmermann Investment Management & Planning
Pennsylvania
$2.52M -$535K -3,062 -18%
SPIA
6
Steward Partners Investment Advisory
New York
$1.95M +$283K +1,621 +18%
WWM
7
Western Wealth Management
Colorado
$1.82M -$18.5K -106 -1%
Goldman Sachs
8
Goldman Sachs
New York
$1.43M
Bank of America
9
Bank of America
North Carolina
$1.35M -$56.8K -325 -4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$793K -$93K -532 -11%
IA
11
IFP Advisors
Florida
$752K
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$728K +$355K +2,033 +107%
Morgan Stanley
13
Morgan Stanley
New York
$574K +$100K +573 +23%
Belvedere Trading
14
Belvedere Trading
Illinois
$493K +$464K +2,657 New
SEP
15
Southland Equity Partners
Missouri
$468K -$9.96K -57 -2%
RA
16
RFG Advisory
Alabama
$383K
Osaic Holdings
17
Osaic Holdings
Arizona
$364K +$9.79K +56 +3%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$314K +$2.45K +14 +0.8%
Citadel Advisors
19
Citadel Advisors
Florida
$268K -$1.18M -6,731 -82%
MA
20
Mezzasalma Advisors
New Jersey
$225K
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$212K +$200K +1,145 New
VF
22
VitalStone Financial
Texas
$138K +$142K +812 New
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$101K
US Bancorp
24
US Bancorp
Minnesota
$98.9K
JP Morgan Chase
25
JP Morgan Chase
New York
$73.1K +$68.9K +394 New

MMTM Hedge Fund Activity: Q2 2023 in Review

33 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) for Q2 2023, worth a combined $40.2M — up 28% from $31.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MMTM positions and 4 closed out — a net gain of 3 holders — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Magnolia Capital Advisors, opening a new position worth an estimated $2.84M. The largest seller was Citadel Advisors, cutting an estimated $1.18M.

  • 33 institutional investors held State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) as of Q2 2023, up from 31 in Q1 2023.
  • Funds reported $40.2M of State Street SPDR S&P 1500 Momentum Tilt ETF stock for Q2 2023, up 28% quarter-over-quarter.
  • 7 funds opened new State Street SPDR S&P 1500 Momentum Tilt ETF positions in Q2 2023 and 4 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF buyer in Q2 2023 was Magnolia Capital Advisors, an estimated $2.84M added.
  • The largest State Street SPDR S&P 1500 Momentum Tilt ETF seller in Q2 2023 was Citadel Advisors, an estimated $1.18M sold.

Based on aggregated 13F filings for Q2 2023.