iShares MSCI Intl Momentum Factor ETF
IMTM
41 hedge funds and large institutions have $116M invested in iShares MSCI Intl Momentum Factor ETF in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 8 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
60% more capital inflows, than outflows
Capital inflows: $40.5M | Capital outflows: $25.4M
15.43% more ownership
Funds ownership: 68.95% → 84.37% (+15%)
6% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 16
5% less funds holding
Funds holding: 43 → 41 (-2)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$1.51M |
| 3 |
Jane Street
New York
|
+$1.16M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$664K |
| 5 |
Cetera Advisor Networks
El Segundo,
California
|
+$520K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$6.42M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$5.05M |
| 3 |
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$4.83M |
| 4 |
Morgan Stanley
New York
|
-$3.85M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.09M |
IMTM Hedge Fund Activity: Q1 2019 in Review
41 of the 4,634 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Intl Momentum Factor ETF (IMTM) for Q1 2019, worth a combined $116M — up 22% from $95.3M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of IMTM and 7 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 15 added.
The largest buyer was Envestnet Asset Management, adding an estimated $13M. The largest seller was Brinker Capital Investments, cutting an estimated $6.42M.
- 41 institutional investors held iShares MSCI Intl Momentum Factor ETF (IMTM) as of Q1 2019, down from 43 in Q4 2018.
- Funds reported $116M of iShares MSCI Intl Momentum Factor ETF stock for Q1 2019, up 22% quarter-over-quarter.
- 7 funds opened new iShares MSCI Intl Momentum Factor ETF positions in Q1 2019 and 8 closed out, a net change of -1 holder.
- The largest iShares MSCI Intl Momentum Factor ETF buyer in Q1 2019 was Envestnet Asset Management, an estimated $13M added.
- The largest iShares MSCI Intl Momentum Factor ETF seller in Q1 2019 was Brinker Capital Investments, an estimated $6.42M sold.
Based on aggregated 13F filings for Q1 2019.