Northern Trust Morningstar US Market Factor Tilt ETF
TILT
31 hedge funds and large institutions have $818M invested in Northern Trust Morningstar US Market Factor Tilt ETF in 2016 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
267% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
24% more funds holding
Funds holding: 25 → 31 (+6)
17% more capital invested
Capital invested by funds: $700M → $818M (+$117M)
3.35% more ownership
Funds ownership: 93.19% → 96.55% (+3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EA
Efficient Advisors
Mason,
Ohio
|
+$37.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.71M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$2.18M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.13M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$286K |
| 2 |
Morgan Stanley
New York
|
-$251K |
| 3 |
LPL Financial
San Diego,
California
|
-$10.4K |
| 4 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$8.96K |
| 5 |
TCM
TD Capital Management
Memphis,
Tennessee
|
-$6K |
TILT Hedge Fund Activity: Q3 2016 in Review
31 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Northern Trust Morningstar US Market Factor Tilt ETF (TILT) for Q3 2016, worth a combined $818M — up 17% from $700M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new TILT positions and 2 closed out — a net gain of 6 holders — while 11 added to existing stakes and 3 trimmed.
The largest buyer was Efficient Advisors, adding an estimated $37.4M. The largest seller was Sigma Planning Corp, exiting entirely with an estimated $286K sold.
- 31 institutional investors held Northern Trust Morningstar US Market Factor Tilt ETF (TILT) as of Q3 2016, up from 25 in Q2 2016.
- Funds reported $818M of Northern Trust Morningstar US Market Factor Tilt ETF stock for Q3 2016, up 17% quarter-over-quarter.
- 8 funds opened new Northern Trust Morningstar US Market Factor Tilt ETF positions in Q3 2016 and 2 closed out, a net change of +6 holders.
- The largest Northern Trust Morningstar US Market Factor Tilt ETF buyer in Q3 2016 was Efficient Advisors, an estimated $37.4M added.
- The largest Northern Trust Morningstar US Market Factor Tilt ETF seller in Q3 2016 was Sigma Planning Corp, an estimated $286K sold.
Based on aggregated 13F filings for Q3 2016.