iShares MSCI Intl Momentum Factor ETF
IMTM
109 hedge funds and large institutions have $1.73B invested in iShares MSCI Intl Momentum Factor ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 29 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
55% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 29
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
45% more capital invested
Capital invested by funds: $1.19B → $1.73B (+$539M)
9% more funds holding
Funds holding: 100 → 109 (+9)
7.16% less ownership
Funds ownership: 127.08% → 119.92% (-7.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$424M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$17.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$14.6M |
| 4 |
Jane Street
New York
|
+$8.52M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$2.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
-$1.09M |
| 2 |
1WM
1900 Wealth Management
San Antonio,
Texas
|
-$856K |
| 3 |
MWP
Meredith Wealth Planning
Maryville,
Illinois
|
-$529K |
| 4 |
LWM
Lodestone Wealth Management
Spokane,
Washington
|
-$419K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$322K |
IMTM Hedge Fund Activity: Q2 2023 in Review
109 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q2 2023, worth a combined $1.73B — up 45% from $1.19B a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IMTM positions and 4 closed out — a net gain of 9 holders — while 45 added to existing stakes and 29 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $424M. The largest seller was Professional Financial Advisors, cutting an estimated $1.09M.
- 109 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q2 2023, up from 100 in Q1 2023.
- Funds reported $1.73B of iShares MSCI Intl Momentum Factor ETF stock for Q2 2023, up 45% quarter-over-quarter.
- 13 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q2 2023 and 4 closed out, a net change of +9 holders.
- The largest iShares MSCI Intl Momentum Factor ETF buyer in Q2 2023 was Wealth Enhancement Advisory Services, an estimated $424M added.
- The largest iShares MSCI Intl Momentum Factor ETF seller in Q2 2023 was Professional Financial Advisors, an estimated $1.09M sold.
Based on aggregated 13F filings for Q2 2023.