iShares MSCI USA Momentum Factor ETF
MTUM
610 hedge funds and large institutions have $7.06B invested in iShares MSCI USA Momentum Factor ETF in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 186 increasing their positions, 269 reducing their positions, and 59 closing their positions.
13% more call options, than puts
Call options by funds: $5.63M | Put options by funds: $4.99M
4.02% more ownership
Funds ownership: 78.17% → 82.2% (+4%)
1% less funds holding in top 10
Funds holding in top 10: 69 → 68 (-1)
4% less funds holding
Funds holding: 638 → 610 (-28)
11% less capital invested
Capital invested by funds: $7.91B → $7.06B (-$848M)
31% less repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 269
39% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$332M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$107M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$67.1M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$48.5M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$21.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BL
Balentine LLC
Atlanta,
Georgia
|
-$624M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$31.4M |
| 3 |
AA
ACT Advisors
Asheville,
North Carolina
|
-$21.5M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$19.5M |
| 5 |
Morgan Stanley
New York
|
-$15.6M |
MTUM Hedge Fund Activity: Q3 2022 in Review
610 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q3 2022, worth a combined $7.06B — down 11% from $7.91B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of MTUM and 36 opened new positions — a net loss of 23 holders — while 269 trimmed existing stakes and 186 added.
The largest buyer was CFS Investment Advisory Services, adding an estimated $332M. The largest seller was Balentine LLC, cutting an estimated $624M.
- 610 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q3 2022, down from 638 in Q2 2022.
- Funds reported $7.06B of iShares MSCI USA Momentum Factor ETF stock for Q3 2022, down 11% quarter-over-quarter.
- 36 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q3 2022 and 59 closed out, a net change of -23 holders.
- The largest iShares MSCI USA Momentum Factor ETF buyer in Q3 2022 was CFS Investment Advisory Services, an estimated $332M added.
- The largest iShares MSCI USA Momentum Factor ETF seller in Q3 2022 was Balentine LLC, an estimated $624M sold.
Based on aggregated 13F filings for Q3 2022.