iShares MSCI USA Momentum Factor ETF
MTUM
693 hedge funds and large institutions have $10B invested in iShares MSCI USA Momentum Factor ETF in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 195 increasing their positions, 298 reducing their positions, and 68 closing their positions.
22% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 68
3.68% more ownership
Funds ownership: 93.12% → 96.8% (+3.7%)
2% more funds holding in top 10
Funds holding in top 10: 43 → 44 (+1)
1% more funds holding
Funds holding: 684 → 693 (+9)
4% more capital invested
Capital invested by funds: $9.65B → $10B (+$388M)
35% less repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 298
85% less call options, than puts
Call options by funds: $25.7M | Put options by funds: $174M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$158M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$56.2M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$39.9M |
| 4 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
+$38.9M |
| 5 |
Goldman Sachs
New York
|
+$38.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$69.2M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$60.4M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$43.8M |
| 4 |
PP
Prudential plc
London, England,
United Kingdom
|
-$26.2M |
| 5 |
Bank of New York Mellon
New York
|
-$24.8M |
MTUM Hedge Fund Activity: Q2 2024 in Review
693 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q2 2024, worth a combined $10B — up 4% from $9.65B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new MTUM positions and 68 closed out — a net gain of 15 holders — while 195 added to existing stakes and 298 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $158M. The largest seller was Envestnet Asset Management, cutting an estimated $69.2M.
- 693 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q2 2024, up from 684 in Q1 2024.
- Funds reported $10B of iShares MSCI USA Momentum Factor ETF stock for Q2 2024, up 4% quarter-over-quarter.
- 83 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q2 2024 and 68 closed out, a net change of +15 holders.
- The largest iShares MSCI USA Momentum Factor ETF buyer in Q2 2024 was JP Morgan Chase, an estimated $158M added.
- The largest iShares MSCI USA Momentum Factor ETF seller in Q2 2024 was Envestnet Asset Management, an estimated $69.2M sold.
Based on aggregated 13F filings for Q2 2024.