People's United Financial’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

People's United Financial’s Portfolio MTUM Stock Details MTUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$26M	Sell	154,547 -138,378	-47%	-$22.8M	0.74%	35
2021 Q4	$53.3M	Sell	292,925 -70,949	-19%	-$13.1M	1.28%	15
2021 Q3	$63.9M	Sell	363,874 -1,376	-0.4%	-$245K	1.43%	13
2021 Q2	$63.3M	Sell	365,250 -6,792	-2%	-$1.15M	1.42%	14
2021 Q1	$59.8M	Buy	372,042 +35,165	+10%	+$5.81M	1.43%	13
2020 Q4	$54.3M	Buy	+336,877	New	+$51.6M	1.35%	13

Other funds holding MTUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

People's United Financial's MTUM Position: Q1 2022 in Review

People's United Financial reduced its iShares MSCI USA Momentum Factor ETF (MTUM) stake by 47% in Q1 2022, selling an estimated $22.8M and leaving 154,547 shares worth $26M. The position accounts for 0.74% of the portfolio, ranked #35.

People's United Financial first reported a position in MTUM in Q4 2020 and has held it in 6 quarters since. The position peaked at $63.9M in Q3 2021. 677 funds tracked by Wall St. Rank hold MTUM as of Q1 2022.

People's United Financial held 154,547 shares of iShares MSCI USA Momentum Factor ETF worth $26M as of Q1 2022.
People's United Financial sold 138,378 iShares MSCI USA Momentum Factor ETF shares in Q1 2022, an estimated $22.8M.
iShares MSCI USA Momentum Factor ETF made up 0.74% of People's United Financial's portfolio in Q1 2022, its #35 holding.
People's United Financial first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2020 and has held it in 6 quarters since.
People's United Financial's iShares MSCI USA Momentum Factor ETF position peaked at $63.9M in Q3 2021.
677 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.