iShares MSCI USA Momentum Factor ETF
MTUM
16 hedge funds and large institutions have $181M invested in iShares MSCI USA Momentum Factor ETF in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 1 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 1
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
45% more funds holding
Funds holding: 11 → 16 (+5)
23% more capital invested
Capital invested by funds: $147M → $181M (+$33.8M)
43.92% less ownership
Funds ownership: 136.85% → 92.93% (-44%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$4.26M |
| 2 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$4.02M |
| 3 |
Morgan Stanley
New York
|
+$3.01M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.89M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VKH
Virtu KCG Holdings
New York
|
-$1.66M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$174K |
MTUM Hedge Fund Activity: Q4 2013 in Review
16 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q4 2013, worth a combined $181M — up 23% from $147M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new MTUM positions and 1 closed out — a net gain of 5 holders — while 7 added to existing stakes and 1 trimmed.
The largest buyer was Cetera Advisor Networks, adding an estimated $4.26M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $1.66M sold.
- 16 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q4 2013, up from 11 in Q3 2013.
- Funds reported $181M of iShares MSCI USA Momentum Factor ETF stock for Q4 2013, up 23% quarter-over-quarter.
- 6 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q4 2013 and 1 closed out, a net change of +5 holders.
- The largest iShares MSCI USA Momentum Factor ETF buyer in Q4 2013 was Cetera Advisor Networks, an estimated $4.26M added.
- The largest iShares MSCI USA Momentum Factor ETF seller in Q4 2013 was Virtu KCG Holdings, an estimated $1.66M sold.
Based on aggregated 13F filings for Q4 2013.