iShares MSCI USA Momentum Factor ETF
MTUM
513 hedge funds and large institutions have $6.58B invested in iShares MSCI USA Momentum Factor ETF in 2019 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 155 increasing their positions, 188 reducing their positions, and 71 closing their positions.
72% more first-time investments, than exits
New positions opened: 122 | Existing positions closed: 71
19% more funds holding in top 10
Funds holding in top 10: 67 → 80 (+13)
9% more funds holding
Funds holding: 471 → 513 (+42)
1.1% more ownership
Funds ownership: 67.92% → 69.02% (+1.1%)
6% less capital invested
Capital invested by funds: $7B → $6.58B (-$420M)
18% less repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 188
19% less call options, than puts
Call options by funds: $1.8M | Put options by funds: $2.24M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$55.2M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$32.9M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$31M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$17.2M |
| 5 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$15.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$269M |
| 2 |
BlackRock
New York
|
-$143M |
| 3 |
Morgan Stanley
New York
|
-$61M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$59.3M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$52.5M |
MTUM Hedge Fund Activity: Q4 2019 in Review
513 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q4 2019, worth a combined $6.58B — down 6% from $7B a quarter earlier.
Buyers outnumbered sellers: 122 funds opened new MTUM positions and 71 closed out — a net gain of 51 holders — while 155 added to existing stakes and 188 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $55.2M. The largest seller was Envestnet Asset Management, cutting an estimated $269M.
- 513 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q4 2019, up from 471 in Q3 2019.
- Funds reported $6.58B of iShares MSCI USA Momentum Factor ETF stock for Q4 2019, down 6% quarter-over-quarter.
- 122 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q4 2019 and 71 closed out, a net change of +51 holders.
- The largest iShares MSCI USA Momentum Factor ETF buyer in Q4 2019 was Fidelity Investments, an estimated $55.2M added.
- The largest iShares MSCI USA Momentum Factor ETF seller in Q4 2019 was Envestnet Asset Management, an estimated $269M sold.
Based on aggregated 13F filings for Q4 2019.