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Northern Trust Morningstar US Market Factor Tilt ETF

59 hedge funds and large institutions have $1.41B invested in Northern Trust Morningstar US Market Factor Tilt ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more funds holding

Funds holding: 5359 (+6)

7% more capital invested

Capital invested by funds: $1.32B → $1.41B (+$86.7M)

0.65% less ownership

Funds ownership: 92.59%91.93% (-0.65%)

32% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 19

Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
1.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
13
Increased
13
Reduced
19
Closed
5
Calls
$144K
Puts
Net Calls
+$144K
Net Calls Change
+$144K

TILT Hedge Fund Activity: Q4 2019 in Review

59 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Northern Trust Morningstar US Market Factor Tilt ETF (TILT) for Q4 2019, worth a combined $1.41B — up 6.6% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TILT positions and 5 closed out — a net gain of 8 holders — while 13 added to existing stakes and 19 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $2.13M. The largest seller was Northern Trust, cutting an estimated $13.2M.

  • 59 institutional investors held Northern Trust Morningstar US Market Factor Tilt ETF (TILT) as of Q4 2019, up from 53 in Q3 2019.
  • Funds reported $1.41B of Northern Trust Morningstar US Market Factor Tilt ETF stock for Q4 2019, up 6.6% quarter-over-quarter.
  • 13 funds opened new Northern Trust Morningstar US Market Factor Tilt ETF positions in Q4 2019 and 5 closed out, a net change of +8 holders.
  • The largest Northern Trust Morningstar US Market Factor Tilt ETF buyer in Q4 2019 was Ladenburg Thalmann Financial Services, an estimated $2.13M added.
  • The largest Northern Trust Morningstar US Market Factor Tilt ETF seller in Q4 2019 was Northern Trust, an estimated $13.2M sold.

Based on aggregated 13F filings for Q4 2019.