iShares MSCI USA Momentum Factor ETF
MTUM
362 hedge funds and large institutions have $5.73B invested in iShares MSCI USA Momentum Factor ETF in 2018 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 183 increasing their positions, 89 reducing their positions, and 20 closing their positions.
185% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 20
106% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 89
20% more capital invested
Capital invested by funds: $4.77B → $5.73B (+$958M)
10% more funds holding
Funds holding: 330 → 362 (+32)
9% more funds holding in top 10
Funds holding in top 10: 53 → 58 (+5)
2.9% more ownership
Funds ownership: 61.44% → 64.34% (+2.9%)
78% less call options, than puts
Call options by funds: $1.93M | Put options by funds: $8.77M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$317M |
| 2 |
BlackRock
New York
|
+$134M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$97M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$59M |
| 5 |
LPL Financial
San Diego,
California
|
+$58.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Parker Investment Management
Menlo Park,
California
|
-$85.9M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$46.9M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$31.7M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$25.4M |
| 5 |
NCM
Niemann Capital Management
Stateline,
Nevada
|
-$22.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
376
Simplex Trading
Chicago,
Illinois
| – | -$63K | -595 | Closed |
|
|
FCAG
377
First Capital Advisors Group
Little Silver,
New Jersey
| – | -$42K | -400 | Closed |
|
|
CCA
378
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| – | -$20K | -186 | Closed |
|
379
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$13K | -127 | Closed |
|
|
GI
380
Gradient Investments
Arden Hills,
Minnesota
| – | -$11K | -102 | Closed |
|
|
CBT
381
Central Bank & Trust
Lexington,
Kentucky
| – | -$5K | -50 | Closed |
|
MTUM Hedge Fund Activity: Q2 2018 in Review
362 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q2 2018, worth a combined $5.73B — up 20% from $4.77B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new MTUM positions and 20 closed out — a net gain of 37 holders — while 183 added to existing stakes and 89 trimmed.
The largest buyer was Cornerstone Wealth Management, adding an estimated $317M. The largest seller was Parker Investment Management, cutting an estimated $85.9M.
- 362 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q2 2018, up from 330 in Q1 2018.
- Funds reported $5.73B of iShares MSCI USA Momentum Factor ETF stock for Q2 2018, up 20% quarter-over-quarter.
- 57 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q2 2018 and 20 closed out, a net change of +37 holders.
- The largest iShares MSCI USA Momentum Factor ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $317M added.
- The largest iShares MSCI USA Momentum Factor ETF seller in Q2 2018 was Parker Investment Management, an estimated $85.9M sold.
Based on aggregated 13F filings for Q2 2018.