iShares MSCI USA Momentum Factor ETF
MTUM
764 hedge funds and large institutions have $10.6B invested in iShares MSCI USA Momentum Factor ETF in 2022 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 252 increasing their positions, 218 reducing their positions, and 45 closing their positions.
367% more first-time investments, than exits
New positions opened: 210 | Existing positions closed: 45
128% more call options, than puts
Call options by funds: $56.1M | Put options by funds: $24.6M
50% more capital invested
Capital invested by funds: $7.06B → $10.6B (+$3.56B)
25% more funds holding
Funds holding: 610 → 764 (+154)
16% more repeat investments, than reductions
Existing positions increased: 252 | Existing positions reduced: 218
15% more funds holding in top 10
Funds holding in top 10: 68 → 78 (+10)
3.29% more ownership
Funds ownership: 82.2% → 85.49% (+3.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$610M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$240M |
| 3 |
LPL Financial
San Diego,
California
|
+$121M |
| 4 |
BlackRock
New York
|
+$111M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$108M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$337M |
| 2 |
WCG
Wall Capital Group
Phoenix,
Arizona
|
-$12.8M |
| 3 |
HF
HRT Financial
New York
|
-$9.07M |
| 4 |
PIN
Prudent Investors Network
Lake Forest,
California
|
-$9.02M |
| 5 |
MFS
Madrona Financial Services
Everett,
Washington
|
-$6.73M |
MTUM Hedge Fund Activity: Q4 2022 in Review
764 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q4 2022, worth a combined $10.6B — up 50% from $7.06B a quarter earlier.
Buyers outnumbered sellers: 210 funds opened new MTUM positions and 45 closed out — a net gain of 165 holders — while 252 added to existing stakes and 218 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $610M. The largest seller was CFS Investment Advisory Services, cutting an estimated $337M.
- 764 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q4 2022, up from 610 in Q3 2022.
- Funds reported $10.6B of iShares MSCI USA Momentum Factor ETF stock for Q4 2022, up 50% quarter-over-quarter.
- 210 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q4 2022 and 45 closed out, a net change of +165 holders.
- The largest iShares MSCI USA Momentum Factor ETF buyer in Q4 2022 was Envestnet Asset Management, an estimated $610M added.
- The largest iShares MSCI USA Momentum Factor ETF seller in Q4 2022 was CFS Investment Advisory Services, an estimated $337M sold.
Based on aggregated 13F filings for Q4 2022.