iShares MSCI USA Momentum Factor ETF
MTUM
675 hedge funds and large institutions have $9.42B invested in iShares MSCI USA Momentum Factor ETF in 2022 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 213 increasing their positions, 322 reducing their positions, and 98 closing their positions.
87% more call options, than puts
Call options by funds: $6.79M | Put options by funds: $3.64M
3.16% more ownership
Funds ownership: 72.8% → 75.96% (+3.2%)
9% less funds holding
Funds holding: 742 → 675 (-67)
13% less capital invested
Capital invested by funds: $10.8B → $9.42B (-$1.35B)
18% less funds holding in top 10
Funds holding in top 10: 99 → 81 (-18)
34% less repeat investments, than reductions
Existing positions increased: 213 | Existing positions reduced: 322
53% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 98
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$120M |
| 2 |
BL
Balentine LLC
Atlanta,
Georgia
|
+$74.2M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$61.2M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$45.5M |
| 5 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
+$35.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$94.6M |
| 2 |
BlackRock
New York
|
-$73.4M |
| 3 |
Morgan Stanley
New York
|
-$68.5M |
| 4 |
Citigroup
New York
|
-$58.3M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$49.2M |
MTUM Hedge Fund Activity: Q1 2022 in Review
675 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q1 2022, worth a combined $9.42B — down 13% from $10.8B a quarter earlier.
Sellers outnumbered buyers: 98 funds closed out of MTUM and 46 opened new positions — a net loss of 52 holders — while 322 trimmed existing stakes and 213 added.
The largest buyer was AE Wealth Management, adding an estimated $120M. The largest seller was Horizon Investments, exiting entirely with an estimated $94.6M sold.
- 675 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q1 2022, down from 742 in Q4 2021.
- Funds reported $9.42B of iShares MSCI USA Momentum Factor ETF stock for Q1 2022, down 13% quarter-over-quarter.
- 46 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q1 2022 and 98 closed out, a net change of -52 holders.
- The largest iShares MSCI USA Momentum Factor ETF buyer in Q1 2022 was AE Wealth Management, an estimated $120M added.
- The largest iShares MSCI USA Momentum Factor ETF seller in Q1 2022 was Horizon Investments, an estimated $94.6M sold.
Based on aggregated 13F filings for Q1 2022.