iShares MSCI USA Momentum Factor ETF
MTUM
330 hedge funds and large institutions have $4.77B invested in iShares MSCI USA Momentum Factor ETF in 2018 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 171 increasing their positions, 63 reducing their positions, and 24 closing their positions.
229% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 24
171% more repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 63
48% more capital invested
Capital invested by funds: $3.23B → $4.77B (+$1.54B)
36% more funds holding in top 10
Funds holding in top 10: 39 → 53 (+14)
19% more funds holding
Funds holding: 277 → 330 (+53)
1.94% more ownership
Funds ownership: 59.5% → 61.44% (+1.9%)
91% less call options, than puts
Call options by funds: $526K | Put options by funds: $6.04M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$228M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$117M |
| 3 |
PIM
Parker Investment Management
Menlo Park,
California
|
+$90M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$87.1M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$60.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
-$42M |
| 2 |
TWA
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
-$11.2M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$9.21M |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$6.68M |
| 5 |
XS
XR Securities
Chicago,
Illinois
|
-$5.24M |
MTUM Hedge Fund Activity: Q1 2018 in Review
330 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q1 2018, worth a combined $4.77B — up 48% from $3.23B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new MTUM positions and 24 closed out — a net gain of 55 holders — while 171 added to existing stakes and 63 trimmed.
The largest buyer was Horizon Investments, opening a new position worth an estimated $228M. The largest seller was Stuart Chaussee & Associates, exiting entirely with an estimated $42M sold.
- 330 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q1 2018, up from 277 in Q4 2017.
- Funds reported $4.77B of iShares MSCI USA Momentum Factor ETF stock for Q1 2018, up 48% quarter-over-quarter.
- 79 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q1 2018 and 24 closed out, a net change of +55 holders.
- The largest iShares MSCI USA Momentum Factor ETF buyer in Q1 2018 was Horizon Investments, an estimated $228M added.
- The largest iShares MSCI USA Momentum Factor ETF seller in Q1 2018 was Stuart Chaussee & Associates, an estimated $42M sold.
Based on aggregated 13F filings for Q1 2018.