iShares MSCI USA Momentum Factor ETF
MTUM
499 hedge funds and large institutions have $5.79B invested in iShares MSCI USA Momentum Factor ETF in 2020 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 174 increasing their positions, 196 reducing their positions, and 85 closing their positions.
5% more funds holding in top 10
Funds holding in top 10: 80 → 84 (+4)
0.72% more ownership
Funds ownership: 69.02% → 69.73% (+0.72%)
9% less first-time investments, than exits
New positions opened: 77 | Existing positions closed: 85
3% less funds holding
Funds holding: 513 → 499 (-14)
11% less repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 196
12% less capital invested
Capital invested by funds: $6.58B → $5.79B (-$800M)
93% less call options, than puts
Call options by funds: $1.37M | Put options by funds: $19.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$95.2M |
| 2 |
Morgan Stanley
New York
|
+$83.3M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$64.5M |
| 4 |
GA
Gateway Advisory
Westfield,
New Jersey
|
+$57.7M |
| 5 |
SC
Savant Capital
Rockford,
Illinois
|
+$48.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$120M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$50.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$32M |
| 4 |
EMPI
Elo Mutual Pension Insurance
Espoo,
Finland
|
-$28.8M |
| 5 |
AWM
Affinity Wealth Management
Wilmington,
Delaware
|
-$21.3M |
MTUM Hedge Fund Activity: Q1 2020 in Review
499 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q1 2020, worth a combined $5.79B — down 12% from $6.58B a quarter earlier.
Sellers outnumbered buyers: 85 funds closed out of MTUM and 77 opened new positions — a net loss of 8 holders — while 196 trimmed existing stakes and 174 added.
The largest buyer was Victory Capital Management, adding an estimated $95.2M. The largest seller was Ameriprise, cutting an estimated $120M.
- 499 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q1 2020, down from 513 in Q4 2019.
- Funds reported $5.79B of iShares MSCI USA Momentum Factor ETF stock for Q1 2020, down 12% quarter-over-quarter.
- 77 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q1 2020 and 85 closed out, a net change of -8 holders.
- The largest iShares MSCI USA Momentum Factor ETF buyer in Q1 2020 was Victory Capital Management, an estimated $95.2M added.
- The largest iShares MSCI USA Momentum Factor ETF seller in Q1 2020 was Ameriprise, an estimated $120M sold.
Based on aggregated 13F filings for Q1 2020.