iShares MSCI USA Momentum Factor ETF
MTUM
MTUM
699 hedge funds and large institutions have $9.57B invested in iShares MSCI USA Momentum Factor ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 188 increasing their positions, 289 reducing their positions, and 62 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
18% less funds holding in top 10
Funds holding in top 10: 44 → 36 (-8)
35% less repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 289
66% less call options, than puts
Call options by funds: $54M | Put options by funds: $158M
Holders
699
Holding in Top 10
36
Calls
$54M
Puts
$158M
Top Buyers
| 1 | +$73.7M | |
| 2 | +$47.6M | |
| 3 | +$27.8M | |
| 4 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
+$26.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$14.9M |
Top Sellers
| 1 | -$148M | |
| 2 | -$137M | |
| 3 | -$125M | |
| 4 |
AI
AdvisorShares Investments
Bethesda,
Maryland
|
-$95.1M |
| 5 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
-$85.1M |