iShares MSCI USA Momentum Factor ETF
MTUM
105 hedge funds and large institutions have $938M invested in iShares MSCI USA Momentum Factor ETF in 2016 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 51 increasing their positions, 28 reducing their positions, and 14 closing their positions.
82% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 28
43% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 14
27% more funds holding in top 10
Funds holding in top 10: 11 → 14 (+3)
13% more capital invested
Capital invested by funds: $828M → $938M (+$110M)
6.66% more ownership
Funds ownership: 73.44% → 80.11% (+6.7%)
5% more funds holding
Funds holding: 100 → 105 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$35M |
| 2 |
WDL
Well Done LLC
Holland,
Michigan
|
+$31.6M |
| 3 |
FIG
FundX Investment Group
San Francisco,
California
|
+$27.1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$21.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$17.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QS Investors
New York
|
-$29.5M |
| 2 |
ASRS
Arizona State Retirement System
Phoenix,
Arizona
|
-$27M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
-$22.2M |
| 4 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$16M |
| 5 |
Morgan Stanley
New York
|
-$9.01M |
MTUM Hedge Fund Activity: Q1 2016 in Review
105 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q1 2016, worth a combined $938M — up 13% from $828M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new MTUM positions and 14 closed out — a net gain of 6 holders — while 51 added to existing stakes and 28 trimmed.
The largest buyer was Stifel Financial, adding an estimated $35M. The largest seller was QS Investors, cutting an estimated $29.5M.
- 105 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q1 2016, up from 100 in Q4 2015.
- Funds reported $938M of iShares MSCI USA Momentum Factor ETF stock for Q1 2016, up 13% quarter-over-quarter.
- 20 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q1 2016 and 14 closed out, a net change of +6 holders.
- The largest iShares MSCI USA Momentum Factor ETF buyer in Q1 2016 was Stifel Financial, an estimated $35M added.
- The largest iShares MSCI USA Momentum Factor ETF seller in Q1 2016 was QS Investors, an estimated $29.5M sold.
Based on aggregated 13F filings for Q1 2016.