iShares MSCI USA Momentum Factor ETF
MTUM
74 hedge funds and large institutions have $633M invested in iShares MSCI USA Momentum Factor ETF in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 32 increasing their positions, 11 reducing their positions, and 2 closing their positions.
1,200% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 2
191% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 11
87% more capital invested
Capital invested by funds: $338M → $633M (+$295M)
45% more funds holding
Funds holding: 51 → 74 (+23)
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
22.16% more ownership
Funds ownership: 52.29% → 74.44% (+22%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$29.5M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$23.3M |
| 3 |
QI
QS Investors
New York
|
+$20.8M |
| 4 |
HA
Harfst & Associates
Sheridan,
Wyoming
|
+$18.6M |
| 5 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$18.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$4.73M |
| 2 |
HP
HT Partners
Centerbrook,
Connecticut
|
-$4.54M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.19M |
| 4 |
Jane Street
New York
|
-$697K |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$644K |
MTUM Hedge Fund Activity: Q3 2015 in Review
74 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q3 2015, worth a combined $633M — up 87% from $338M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new MTUM positions and 2 closed out — a net gain of 24 holders — while 32 added to existing stakes and 11 trimmed.
The largest buyer was Bank of America, adding an estimated $29.5M. The largest seller was Cetera Advisor Networks, cutting an estimated $4.73M.
- 74 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q3 2015, up from 51 in Q2 2015.
- Funds reported $633M of iShares MSCI USA Momentum Factor ETF stock for Q3 2015, up 87% quarter-over-quarter.
- 26 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q3 2015 and 2 closed out, a net change of +24 holders.
- The largest iShares MSCI USA Momentum Factor ETF buyer in Q3 2015 was Bank of America, an estimated $29.5M added.
- The largest iShares MSCI USA Momentum Factor ETF seller in Q3 2015 was Cetera Advisor Networks, an estimated $4.73M sold.
Based on aggregated 13F filings for Q3 2015.