iShares MSCI USA Momentum Factor ETF
MTUM
643 hedge funds and large institutions have $9.41B invested in iShares MSCI USA Momentum Factor ETF in 2020 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 231 increasing their positions, 178 reducing their positions, and 33 closing their positions.
382% more first-time investments, than exits
New positions opened: 159 | Existing positions closed: 33
30% more repeat investments, than reductions
Existing positions increased: 231 | Existing positions reduced: 178
23% more funds holding
Funds holding: 523 → 643 (+120)
15% more funds holding in top 10
Funds holding in top 10: 92 → 106 (+14)
9% more capital invested
Capital invested by funds: $8.61B → $9.41B (+$799M)
0.42% more ownership
Funds ownership: 70.41% → 70.82% (+0.42%)
57% less call options, than puts
Call options by funds: $9.51M | Put options by funds: $22.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
+$86.5M |
| 2 |
TEE
Tibra Equities Europe
London,
United Kingdom
|
+$86.5M |
| 3 |
PSUF
People's United Financial
Bridgeport,
Connecticut
|
+$51.6M |
| 4 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
+$28.5M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$26.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$236M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$132M |
| 3 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$114M |
| 4 |
EMPI
Elo Mutual Pension Insurance
Espoo,
Finland
|
-$97.6M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$80.3M |
MTUM Hedge Fund Activity: Q4 2020 in Review
643 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q4 2020, worth a combined $9.41B — up 9.3% from $8.61B a quarter earlier.
Buyers outnumbered sellers: 159 funds opened new MTUM positions and 33 closed out — a net gain of 126 holders — while 231 added to existing stakes and 178 trimmed.
The largest buyer was SG Americas Securities, opening a new position worth an estimated $86.5M. The largest seller was Envestnet Asset Management, cutting an estimated $236M.
- 643 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q4 2020, up from 523 in Q3 2020.
- Funds reported $9.41B of iShares MSCI USA Momentum Factor ETF stock for Q4 2020, up 9.3% quarter-over-quarter.
- 159 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q4 2020 and 33 closed out, a net change of +126 holders.
- The largest iShares MSCI USA Momentum Factor ETF buyer in Q4 2020 was SG Americas Securities, an estimated $86.5M added.
- The largest iShares MSCI USA Momentum Factor ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $236M sold.
Based on aggregated 13F filings for Q4 2020.