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Saiph Capital’s iShares MSCI USA Momentum Factor ETF MTUM Stock Holding History

Saiph Capital’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
Q3 		– Sell
-1,509
Closed -$206K – 45
2022
Q2 		$206K Buy
1,509
+241
+19% +$35.4K 0.16% 40
2022
Q1 		$213K Buy
1,268
+4
+0.3% +$658 0.14% 38
2021
Q4 		$230K Buy
+1,264
New +$233K 0.15% 35

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Saiph Capital's MTUM Position: Q3 2022 in Review

Saiph Capital sold out of iShares MSCI USA Momentum Factor ETF (MTUM) in Q3 2022, closing a stake of 1,509 shares — an estimated $206K sold.

Saiph Capital first reported a position in MTUM in Q4 2021 and held it in 3 quarters. The position peaked at $230K in Q4 2021. 610 funds tracked by Wall St. Rank hold MTUM as of Q3 2022.

  • Saiph Capital reported no remaining iShares MSCI USA Momentum Factor ETF position as of Q3 2022 after selling out during the quarter.
  • Saiph Capital sold 1,509 iShares MSCI USA Momentum Factor ETF shares in Q3 2022, an estimated $206K.
  • Saiph Capital first reported a position in iShares MSCI USA Momentum Factor ETF in Q4 2021 and held it in 3 quarters.
  • Saiph Capital's iShares MSCI USA Momentum Factor ETF position peaked at $230K in Q4 2021.
  • 610 funds tracked by Wall St. Rank held iShares MSCI USA Momentum Factor ETF as of Q3 2022.

Based on Saiph Capital's 13F filing for Q3 2022, filed 11 Feb 2025.