iShares MSCI USA Momentum Factor ETF
MTUM
372 hedge funds and large institutions have $7.06B invested in iShares MSCI USA Momentum Factor ETF in 2018 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 188 increasing their positions, 104 reducing their positions, and 32 closing their positions.
81% more repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 104
38% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 32
23% more capital invested
Capital invested by funds: $5.73B → $7.06B (+$1.33B)
7% more funds holding in top 10
Funds holding in top 10: 58 → 62 (+4)
3% more funds holding
Funds holding: 361 → 372 (+11)
0.43% more ownership
Funds ownership: 60.92% → 61.35% (+0.43%)
67% less call options, than puts
Call options by funds: $3.09M | Put options by funds: $9.32M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$112M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$92.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$86M |
| 4 |
Morgan Stanley
New York
|
+$62.3M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$51.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$121M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$117M |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$58.2M |
| 4 |
Citigroup
New York
|
-$41.4M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$27.9M |
MTUM Hedge Fund Activity: Q3 2018 in Review
372 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q3 2018, worth a combined $7.06B — up 23% from $5.73B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new MTUM positions and 32 closed out — a net gain of 12 holders — while 188 added to existing stakes and 104 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $112M. The largest seller was Envestnet Asset Management, cutting an estimated $121M.
- 372 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q3 2018, up from 361 in Q2 2018.
- Funds reported $7.06B of iShares MSCI USA Momentum Factor ETF stock for Q3 2018, up 23% quarter-over-quarter.
- 44 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q3 2018 and 32 closed out, a net change of +12 holders.
- The largest iShares MSCI USA Momentum Factor ETF buyer in Q3 2018 was PNC Financial Services Group, an estimated $112M added.
- The largest iShares MSCI USA Momentum Factor ETF seller in Q3 2018 was Envestnet Asset Management, an estimated $121M sold.
Based on aggregated 13F filings for Q3 2018.