iShares MSCI USA Momentum Factor ETF
MTUM
512 hedge funds and large institutions have $6.87B invested in iShares MSCI USA Momentum Factor ETF in 2020 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 190 increasing their positions, 183 reducing their positions, and 58 closing their positions.
36% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 58
19% more capital invested
Capital invested by funds: $5.79B → $6.87B (+$1.08B)
3% more funds holding
Funds holding: 499 → 512 (+13)
1% more funds holding in top 10
Funds holding in top 10: 84 → 85 (+1)
4% more repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 183
0.55% less ownership
Funds ownership: 69.73% → 69.18% (-0.55%)
73% less call options, than puts
Call options by funds: $2.75M | Put options by funds: $10.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
+$92.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$58.1M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$45.7M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$43.1M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$40.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$98M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$75.5M |
| 3 |
KeyBank National Association
Cleveland,
Ohio
|
-$64.9M |
| 4 |
GA
Gateway Advisory
Westfield,
New Jersey
|
-$49.7M |
| 5 |
Morgan Stanley
New York
|
-$47.5M |
MTUM Hedge Fund Activity: Q2 2020 in Review
512 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q2 2020, worth a combined $6.87B — up 19% from $5.79B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new MTUM positions and 58 closed out — a net gain of 21 holders — while 190 added to existing stakes and 183 trimmed.
The largest buyer was Provida Pension Fund Administrator, adding an estimated $92.9M. The largest seller was Fidelity Investments, cutting an estimated $98M.
- 512 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q2 2020, up from 499 in Q1 2020.
- Funds reported $6.87B of iShares MSCI USA Momentum Factor ETF stock for Q2 2020, up 19% quarter-over-quarter.
- 79 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q2 2020 and 58 closed out, a net change of +21 holders.
- The largest iShares MSCI USA Momentum Factor ETF buyer in Q2 2020 was Provida Pension Fund Administrator, an estimated $92.9M added.
- The largest iShares MSCI USA Momentum Factor ETF seller in Q2 2020 was Fidelity Investments, an estimated $98M sold.
Based on aggregated 13F filings for Q2 2020.