iShares MSCI USA Momentum Factor ETF
MTUM
51 hedge funds and large institutions have $338M invested in iShares MSCI USA Momentum Factor ETF in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 6 reducing their positions, and 3 closing their positions.
367% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 6
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
16% more funds holding
Funds holding: 44 → 51 (+7)
16% more capital invested
Capital invested by funds: $292M → $338M (+$46M)
3.66% more ownership
Funds ownership: 48.63% → 52.29% (+3.7%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$8.14M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$7.19M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.08M |
| 4 |
Morgan Stanley
New York
|
+$3.18M |
| 5 |
Jane Street
New York
|
+$2.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$1.75M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.33M |
| 3 |
OC
Oppenheimer & Co
New York
|
-$334K |
| 4 |
LPL Financial
San Diego,
California
|
-$267K |
| 5 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$242K |
MTUM Hedge Fund Activity: Q2 2015 in Review
51 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q2 2015, worth a combined $338M — up 16% from $292M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new MTUM positions and 3 closed out — a net gain of 8 holders — while 28 added to existing stakes and 6 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $8.14M. The largest seller was Carroll Financial Associates, cutting an estimated $1.75M.
- 51 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q2 2015, up from 44 in Q1 2015.
- Funds reported $338M of iShares MSCI USA Momentum Factor ETF stock for Q2 2015, up 16% quarter-over-quarter.
- 11 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q2 2015 and 3 closed out, a net change of +8 holders.
- The largest iShares MSCI USA Momentum Factor ETF buyer in Q2 2015 was Raymond James & Associates, an estimated $8.14M added.
- The largest iShares MSCI USA Momentum Factor ETF seller in Q2 2015 was Carroll Financial Associates, an estimated $1.75M sold.
Based on aggregated 13F filings for Q2 2015.