iShares MSCI USA Momentum Factor ETF
MTUM
119 hedge funds and large institutions have $1.04B invested in iShares MSCI USA Momentum Factor ETF in 2016 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 26 reducing their positions, and 7 closing their positions.
214% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 7
142% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 26
14% more funds holding in top 10
Funds holding in top 10: 14 → 16 (+2)
13% more funds holding
Funds holding: 105 → 119 (+14)
11% more capital invested
Capital invested by funds: $938M → $1.04B (+$103M)
6.07% less ownership
Funds ownership: 80.11% → 74.04% (-6.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$24.4M |
| 2 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$11.8M |
| 3 |
KeyBank National Association
Cleveland,
Ohio
|
+$9.91M |
| 4 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$8.23M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$7.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$33M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$27.1M |
| 3 |
LPL Financial
San Diego,
California
|
-$9.27M |
| 4 |
LA
LVW Advisors
Pittsford,
New York
|
-$5.15M |
| 5 |
Jane Street
New York
|
-$5.11M |
MTUM Hedge Fund Activity: Q2 2016 in Review
119 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q2 2016, worth a combined $1.04B — up 11% from $938M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new MTUM positions and 7 closed out — a net gain of 15 holders — while 63 added to existing stakes and 26 trimmed.
The largest buyer was Fidelity Investments, opening a new position worth an estimated $24.4M. The largest seller was Stifel Financial, cutting an estimated $33M.
- 119 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q2 2016, up from 105 in Q1 2016.
- Funds reported $1.04B of iShares MSCI USA Momentum Factor ETF stock for Q2 2016, up 11% quarter-over-quarter.
- 22 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q2 2016 and 7 closed out, a net change of +15 holders.
- The largest iShares MSCI USA Momentum Factor ETF buyer in Q2 2016 was Fidelity Investments, an estimated $24.4M added.
- The largest iShares MSCI USA Momentum Factor ETF seller in Q2 2016 was Stifel Financial, an estimated $33M sold.
Based on aggregated 13F filings for Q2 2016.