iShares MSCI USA Momentum Factor ETF
MTUM
471 hedge funds and large institutions have $7B invested in iShares MSCI USA Momentum Factor ETF in 2019 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 200 increasing their positions, 158 reducing their positions, and 32 closing their positions.
113% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 32
27% more repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 158
18% more call options, than puts
Call options by funds: $2.3M | Put options by funds: $1.95M
12% more funds holding in top 10
Funds holding in top 10: 60 → 67 (+7)
8% more funds holding
Funds holding: 438 → 471 (+33)
5% more capital invested
Capital invested by funds: $6.67B → $7B (+$337M)
0.51% more ownership
Funds ownership: 67.41% → 67.92% (+0.51%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$101M |
| 2 |
BlackRock
New York
|
+$56.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$52.4M |
| 4 |
WCG
Wall Capital Group
Phoenix,
Arizona
|
+$41.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$40.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$119M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$72.7M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
-$56.6M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$45M |
| 5 |
Jane Street
New York
|
-$36.2M |
MTUM Hedge Fund Activity: Q3 2019 in Review
471 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q3 2019, worth a combined $7B — up 5.1% from $6.67B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new MTUM positions and 32 closed out — a net gain of 36 holders — while 200 added to existing stakes and 158 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $101M. The largest seller was Envestnet Asset Management, cutting an estimated $119M.
- 471 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q3 2019, up from 438 in Q2 2019.
- Funds reported $7B of iShares MSCI USA Momentum Factor ETF stock for Q3 2019, up 5.1% quarter-over-quarter.
- 68 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q3 2019 and 32 closed out, a net change of +36 holders.
- The largest iShares MSCI USA Momentum Factor ETF buyer in Q3 2019 was Morgan Stanley, an estimated $101M added.
- The largest iShares MSCI USA Momentum Factor ETF seller in Q3 2019 was Envestnet Asset Management, an estimated $119M sold.
Based on aggregated 13F filings for Q3 2019.