iShares MSCI USA Momentum Factor ETF
MTUM
609 hedge funds and large institutions have $7.13B invested in iShares MSCI USA Momentum Factor ETF in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 185 increasing their positions, 269 reducing their positions, and 59 closing their positions.
13% more call options, than puts
Call options by funds: $5.63M | Put options by funds: $4.99M
0.58% more ownership
Funds ownership: 78.17% → 78.75% (+0.58%)
1% less funds holding in top 10
Funds holding in top 10: 69 → 68 (-1)
4% less funds holding
Funds holding: 637 → 609 (-28)
10% less capital invested
Capital invested by funds: $7.95B → $7.13B (-$823M)
31% less repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 269
39% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$107M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$67.1M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$48.5M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$21.7M |
| 5 |
BTI
Blue Trust Inc
Alpharetta,
Georgia
|
+$20.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BL
Balentine LLC
Atlanta,
Georgia
|
-$624M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$31.4M |
| 3 |
AA
ACT Advisors
Asheville,
North Carolina
|
-$21.5M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$19.5M |
| 5 |
Morgan Stanley
New York
|
-$15.6M |
MTUM Hedge Fund Activity: Q3 2022 in Review
609 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q3 2022, worth a combined $7.13B — down 10% from $7.95B a quarter earlier.
Sellers outnumbered buyers: 59 funds closed out of MTUM and 36 opened new positions — a net loss of 23 holders — while 269 trimmed existing stakes and 185 added.
The largest buyer was Fidelity Investments, adding an estimated $107M. The largest seller was Balentine LLC, cutting an estimated $624M.
- 609 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q3 2022, down from 637 in Q2 2022.
- Funds reported $7.13B of iShares MSCI USA Momentum Factor ETF stock for Q3 2022, down 10% quarter-over-quarter.
- 36 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q3 2022 and 59 closed out, a net change of -23 holders.
- The largest iShares MSCI USA Momentum Factor ETF buyer in Q3 2022 was Fidelity Investments, an estimated $107M added.
- The largest iShares MSCI USA Momentum Factor ETF seller in Q3 2022 was Balentine LLC, an estimated $624M sold.
Based on aggregated 13F filings for Q3 2022.