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Northern Trust Morningstar US Market Factor Tilt ETF

53 hedge funds and large institutions have $1.05B invested in Northern Trust Morningstar US Market Factor Tilt ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.98% more ownership

Funds ownership: 91.93%92.91% (+0.98%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less funds holding

Funds holding: 5953 (-6)

26% less capital invested

Capital invested by funds: $1.41B → $1.05B (-$359M)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

37% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 19

Holders
53
Holders Change
-6
Holders Change %
-10.17%
% of All Funds
1.17%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
9
Increased
12
Reduced
19
Closed
13
Calls
Puts
Net Calls
Net Calls Change

TILT Hedge Fund Activity: Q1 2020 in Review

53 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Northern Trust Morningstar US Market Factor Tilt ETF (TILT) for Q1 2020, worth a combined $1.05B — down 26% from $1.41B a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of TILT and 9 opened new positions — a net loss of 4 holders — while 19 trimmed existing stakes and 12 added.

The largest buyer was Capstone Financial Advisors, adding an estimated $55.4M. The largest seller was Northern Trust, cutting an estimated $47.9M.

  • 53 institutional investors held Northern Trust Morningstar US Market Factor Tilt ETF (TILT) as of Q1 2020, down from 59 in Q4 2019.
  • Funds reported $1.05B of Northern Trust Morningstar US Market Factor Tilt ETF stock for Q1 2020, down 26% quarter-over-quarter.
  • 9 funds opened new Northern Trust Morningstar US Market Factor Tilt ETF positions in Q1 2020 and 13 closed out, a net change of -4 holders.
  • The largest Northern Trust Morningstar US Market Factor Tilt ETF buyer in Q1 2020 was Capstone Financial Advisors, an estimated $55.4M added.
  • The largest Northern Trust Morningstar US Market Factor Tilt ETF seller in Q1 2020 was Northern Trust, an estimated $47.9M sold.

Based on aggregated 13F filings for Q1 2020.