iShares MSCI USA Momentum Factor ETF
MTUM
438 hedge funds and large institutions have $6.67B invested in iShares MSCI USA Momentum Factor ETF in 2019 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 181 increasing their positions, 144 reducing their positions, and 31 closing their positions.
126% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 31
26% more repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 144
21% more capital invested
Capital invested by funds: $5.51B → $6.67B (+$1.16B)
8% more funds holding
Funds holding: 405 → 438 (+33)
7% more funds holding in top 10
Funds holding in top 10: 56 → 60 (+4)
4.35% more ownership
Funds ownership: 63.06% → 67.41% (+4.4%)
88% less call options, than puts
Call options by funds: $1.57M | Put options by funds: $12.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$235M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$70.2M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$64.8M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$54.2M |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$53.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$41.2M |
| 2 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$22.2M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$21.7M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$18.8M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$14.6M |
MTUM Hedge Fund Activity: Q2 2019 in Review
438 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q2 2019, worth a combined $6.67B — up 21% from $5.51B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new MTUM positions and 31 closed out — a net gain of 39 holders — while 181 added to existing stakes and 144 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $235M. The largest seller was PNC Financial Services Group, cutting an estimated $41.2M.
- 438 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q2 2019, up from 405 in Q1 2019.
- Funds reported $6.67B of iShares MSCI USA Momentum Factor ETF stock for Q2 2019, up 21% quarter-over-quarter.
- 70 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q2 2019 and 31 closed out, a net change of +39 holders.
- The largest iShares MSCI USA Momentum Factor ETF buyer in Q2 2019 was Envestnet Asset Management, an estimated $235M added.
- The largest iShares MSCI USA Momentum Factor ETF seller in Q2 2019 was PNC Financial Services Group, an estimated $41.2M sold.
Based on aggregated 13F filings for Q2 2019.