iShares MSCI USA Momentum Factor ETF
MTUM
647 hedge funds and large institutions have $7.66B invested in iShares MSCI USA Momentum Factor ETF in 2023 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 142 increasing their positions, 349 reducing their positions, and 109 closing their positions.
65% more call options, than puts
Call options by funds: $4.49M | Put options by funds: $2.73M
4% less capital invested
Capital invested by funds: $8.01B → $7.66B (-$352M)
8% less funds holding
Funds holding: 704 → 647 (-57)
11.93% less ownership
Funds ownership: 95.68% → 83.74% (-12%)
25% less funds holding in top 10
Funds holding in top 10: 60 → 45 (-15)
50% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 109
59% less repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 349
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$174M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$64.3M |
| 3 |
GC
GFG Capital
Miami,
Florida
|
+$48.7M |
| 4 |
BlackRock
New York
|
+$26.6M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$25.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWG
Summit Wealth Group
White River Junction,
Vermont
|
-$1.51B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$218M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$83.2M |
| 4 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$46M |
| 5 |
Mariner
Overland Park,
Kansas
|
-$39.9M |
MTUM Hedge Fund Activity: Q2 2023 in Review
647 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q2 2023, worth a combined $7.66B — down 4.4% from $8.01B a quarter earlier.
Sellers outnumbered buyers: 109 funds closed out of MTUM and 55 opened new positions — a net loss of 54 holders — while 349 trimmed existing stakes and 142 added.
The largest buyer was Cerity Partners, adding an estimated $174M. The largest seller was Summit Wealth Group, cutting an estimated $1.51B.
- 647 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q2 2023, down from 704 in Q1 2023.
- Funds reported $7.66B of iShares MSCI USA Momentum Factor ETF stock for Q2 2023, down 4.4% quarter-over-quarter.
- 55 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q2 2023 and 109 closed out, a net change of -54 holders.
- The largest iShares MSCI USA Momentum Factor ETF buyer in Q2 2023 was Cerity Partners, an estimated $174M added.
- The largest iShares MSCI USA Momentum Factor ETF seller in Q2 2023 was Summit Wealth Group, an estimated $1.51B sold.
Based on aggregated 13F filings for Q2 2023.