iShares MSCI USA Momentum Factor ETF
MTUM
165 hedge funds and large institutions have $1.88B invested in iShares MSCI USA Momentum Factor ETF in 2017 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 30 reducing their positions, and 10 closing their positions.
240% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 10
177% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 30
41% more funds holding in top 10
Funds holding in top 10: 17 → 24 (+7)
21% more capital invested
Capital invested by funds: $1.55B → $1.88B (+$332M)
16% more funds holding
Funds holding: 142 → 165 (+23)
6.77% less ownership
Funds ownership: 67.25% → 60.48% (-6.8%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $213K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$77.9M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$47.3M |
| 3 |
FIG
FundX Investment Group
San Francisco,
California
|
+$45.9M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$33.8M |
| 5 |
QI
QS Investors
New York
|
+$31.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$298M |
| 2 |
CFGF
Compass Financial Group (Florida)
Deerfield Beach,
Florida
|
-$13.8M |
| 3 |
LPL Financial
San Diego,
California
|
-$2.77M |
| 4 |
MCM
Moore Capital Management
New York
|
-$2.58M |
| 5 |
Jane Street
New York
|
-$2.49M |
MTUM Hedge Fund Activity: Q2 2017 in Review
165 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q2 2017, worth a combined $1.88B — up 21% from $1.55B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new MTUM positions and 10 closed out — a net gain of 24 holders — while 83 added to existing stakes and 30 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $77.9M. The largest seller was Fidelity Investments, cutting an estimated $298M.
- 165 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q2 2017, up from 142 in Q1 2017.
- Funds reported $1.88B of iShares MSCI USA Momentum Factor ETF stock for Q2 2017, up 21% quarter-over-quarter.
- 34 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q2 2017 and 10 closed out, a net change of +24 holders.
- The largest iShares MSCI USA Momentum Factor ETF buyer in Q2 2017 was Envestnet Asset Management, an estimated $77.9M added.
- The largest iShares MSCI USA Momentum Factor ETF seller in Q2 2017 was Fidelity Investments, an estimated $298M sold.
Based on aggregated 13F filings for Q2 2017.