iShares MSCI USA Momentum Factor ETF
MTUM
638 hedge funds and large institutions have $7.91B invested in iShares MSCI USA Momentum Factor ETF in 2022 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 182 increasing their positions, 307 reducing their positions, and 87 closing their positions.
163% more call options, than puts
Call options by funds: $14.7M | Put options by funds: $5.58M
2.49% less ownership
Funds ownership: 80.67% → 78.17% (-2.5%)
6% less funds holding
Funds holding: 677 → 638 (-39)
15% less funds holding in top 10
Funds holding in top 10: 81 → 69 (-12)
16% less capital invested
Capital invested by funds: $9.42B → $7.91B (-$1.51B)
36% less first-time investments, than exits
New positions opened: 56 | Existing positions closed: 87
41% less repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 307
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BL
Balentine LLC
Atlanta,
Georgia
|
+$588M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$234M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$213M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$60.2M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$507M |
| 2 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
-$119M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$110M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$102M |
| 5 |
FBFS
First Business Financial Services
Madison,
Wisconsin
|
-$56.1M |
MTUM Hedge Fund Activity: Q2 2022 in Review
638 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q2 2022, worth a combined $7.91B — down 16% from $9.42B a quarter earlier.
Sellers outnumbered buyers: 87 funds closed out of MTUM and 56 opened new positions — a net loss of 31 holders — while 307 trimmed existing stakes and 182 added.
The largest buyer was Balentine LLC, adding an estimated $588M. The largest seller was CFS Investment Advisory Services, cutting an estimated $507M.
- 638 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q2 2022, down from 677 in Q1 2022.
- Funds reported $7.91B of iShares MSCI USA Momentum Factor ETF stock for Q2 2022, down 16% quarter-over-quarter.
- 56 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q2 2022 and 87 closed out, a net change of -31 holders.
- The largest iShares MSCI USA Momentum Factor ETF buyer in Q2 2022 was Balentine LLC, an estimated $588M added.
- The largest iShares MSCI USA Momentum Factor ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $507M sold.
Based on aggregated 13F filings for Q2 2022.