iShares MSCI USA Momentum Factor ETF
MTUM
765 hedge funds and large institutions have $10.2B invested in iShares MSCI USA Momentum Factor ETF in 2022 Q4 according to their latest regulatory filings, with 211 funds opening new positions, 253 increasing their positions, 217 reducing their positions, and 44 closing their positions.
380% more first-time investments, than exits
New positions opened: 211 | Existing positions closed: 44
128% more call options, than puts
Call options by funds: $56.1M | Put options by funds: $24.6M
43% more capital invested
Capital invested by funds: $7.13B → $10.2B (+$3.06B)
26% more funds holding
Funds holding: 609 → 765 (+156)
17% more repeat investments, than reductions
Existing positions increased: 253 | Existing positions reduced: 217
15% more funds holding in top 10
Funds holding in top 10: 68 → 78 (+10)
6.74% more ownership
Funds ownership: 78.75% → 85.49% (+6.7%)
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 |
WCG
Wall Capital Group
Phoenix,
Arizona
|
-$12.8M |
| 2 |
HF
HRT Financial
New York
|
-$9.07M |
| 3 |
PIN
Prudent Investors Network
Lake Forest,
California
|
-$9.02M |
| 4 |
MFS
Madrona Financial Services
Everett,
Washington
|
-$6.73M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$6.51M |
MTUM Hedge Fund Activity: Q4 2022 in Review
765 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q4 2022, worth a combined $10.2B — up 43% from $7.13B a quarter earlier.
Buyers outnumbered sellers: 211 funds opened new MTUM positions and 44 closed out — a net gain of 167 holders — while 253 added to existing stakes and 217 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $610M. The largest seller was Wall Capital Group, cutting an estimated $12.8M.
- 765 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q4 2022, up from 609 in Q3 2022.
- Funds reported $10.2B of iShares MSCI USA Momentum Factor ETF stock for Q4 2022, up 43% quarter-over-quarter.
- 211 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q4 2022 and 44 closed out, a net change of +167 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 Wall Capital Group, an estimated $12.8M sold.
Based on aggregated 13F filings for Q4 2022.