iShares MSCI USA Momentum Factor ETF
MTUM
405 hedge funds and large institutions have $5.51B invested in iShares MSCI USA Momentum Factor ETF in 2019 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 156 increasing their positions, 149 reducing their positions, and 52 closing their positions.
17% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 52
5% more capital invested
Capital invested by funds: $5.23B → $5.51B (+$285M)
5% more repeat investments, than reductions
Existing positions increased: 156 | Existing positions reduced: 149
0% more funds holding
Funds holding: 405 → 405 (0)
1.67% less ownership
Funds ownership: 64.73% → 63.06% (-1.7%)
2% less funds holding in top 10
Funds holding in top 10: 57 → 56 (-1)
55% less call options, than puts
Call options by funds: $1.21M | Put options by funds: $2.69M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$32.1M |
| 2 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$31M |
| 3 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$29M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$22.7M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$18.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$173M |
| 2 |
BlackRock
New York
|
-$74.8M |
| 3 |
Goldman Sachs
New York
|
-$70.6M |
| 4 |
EMPI
Elo Mutual Pension Insurance
Espoo,
Finland
|
-$52.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$41.3M |
MTUM Hedge Fund Activity: Q1 2019 in Review
405 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q1 2019, worth a combined $5.51B — up 5.5% from $5.23B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new MTUM positions and 52 closed out — a net gain of 9 holders — while 156 added to existing stakes and 149 trimmed.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $32.1M. The largest seller was Envestnet Asset Management, cutting an estimated $173M.
- 405 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q1 2019, unchanged from Q4 2018.
- Funds reported $5.51B of iShares MSCI USA Momentum Factor ETF stock for Q1 2019, up 5.5% quarter-over-quarter.
- 61 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q1 2019 and 52 closed out, a net change of +9 holders.
- The largest iShares MSCI USA Momentum Factor ETF buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $32.1M added.
- The largest iShares MSCI USA Momentum Factor ETF seller in Q1 2019 was Envestnet Asset Management, an estimated $173M sold.
Based on aggregated 13F filings for Q1 2019.