State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
38 hedge funds and large institutions have $86.7M invested in State Street SPDR S&P 1500 Momentum Tilt ETF in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 2 closing their positions.
3,649% more capital inflows, than outflows
Capital inflows: $27.3M | Capital outflows: $727K
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
200% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 6
12% more funds holding
Funds holding: 34 → 38 (+4)
5.89% more ownership
Funds ownership: 52.57% → 58.46% (+5.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$13.1M |
| 2 |
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
+$3.06M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$2.75M |
| 4 |
Morgan Stanley
New York
|
+$2.56M |
| 5 |
Sharkey, Howes & Javer
Denver,
Colorado
|
+$928K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$374K |
| 2 |
VisionPoint Advisory Group
Dallas,
Texas
|
-$202K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$63.3K |
| 4 |
Castleview Partners
Dallas,
Texas
|
-$63K |
| 5 |
Kestra Advisory Services
Austin,
Texas
|
-$11.2K |
MMTM Hedge Fund Activity: Q4 2024 in Review
38 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) for Q4 2024, worth a combined $86.7M — up 46% from $59.6M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new MMTM positions and 2 closed out — a net gain of 6 holders — while 18 added to existing stakes and 6 trimmed.
The largest buyer was LPL Financial, adding an estimated $13.1M. The largest seller was Osaic Holdings, cutting an estimated $374K.
- 38 institutional investors held State Street SPDR S&P 1500 Momentum Tilt ETF (MMTM) as of Q4 2024, up from 34 in Q3 2024.
- Funds reported $86.7M of State Street SPDR S&P 1500 Momentum Tilt ETF stock for Q4 2024, up 46% quarter-over-quarter.
- 8 funds opened new State Street SPDR S&P 1500 Momentum Tilt ETF positions in Q4 2024 and 2 closed out, a net change of +6 holders.
- The largest State Street SPDR S&P 1500 Momentum Tilt ETF buyer in Q4 2024 was LPL Financial, an estimated $13.1M added.
- The largest State Street SPDR S&P 1500 Momentum Tilt ETF seller in Q4 2024 was Osaic Holdings, an estimated $374K sold.
Based on aggregated 13F filings for Q4 2024.