PCM
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Prelude Capital Management’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Prelude Capital Management’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
2021
Q3 		– Sell
-1,200
Closed -$208K – 1917
2021
Q2 		$208K Buy
+1,200
New +$203K 0.01% 1364

Other funds holding MTUM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $18.9B AUM 27.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Prelude Capital Management's MTUM Position: Q4 2021 in Review

Prelude Capital Management sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q4 2021, closing a stake of 2,500 shares — an estimated $439K sold.

Prelude Capital Management first reported a position in MTUM in Q2 2021 and held it in 2 quarters. The position peaked at $439K in Q3 2021. 743 funds tracked by Wall St. Rank hold MTUM as of Q4 2021.

  • Prelude Capital Management reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q4 2021 after selling out during the quarter.
  • Prelude Capital Management sold 2,500 iShares MSCI USA Momentum Factor ETF shares in Q4 2021, an estimated $439K.
  • Prelude Capital Management first reported a position in iShares MSCI USA Momentum Factor ETF in Q2 2021 and held it in 2 quarters.
  • Prelude Capital Management's iShares MSCI USA Momentum Factor ETF position peaked at $439K in Q3 2021.
  • 743 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q4 2021.

Based on Prelude Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.