iShares MSCI USA Momentum Factor ETF
MTUM
MTUM
700 hedge funds and large institutions have $8.01B invested in iShares MSCI USA Momentum Factor ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 182 increasing their positions, 347 reducing their positions, and 116 closing their positions.
New
Increased
Maintained
Reduced
Closed
more ownership
Funds ownership: →
less call options, than puts
Call options by funds: $ | Put options by funds: $
less funds holding
Funds holding: →
less funds holding in top 10
Funds holding in top 10: →
25% less capital invested
Capital invested by funds: $10.6B → $8.01B (-$2.61B)
38% less first-time investments, than exits
New positions opened: 72 | Existing positions closed: 116
48% less repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 347
Holders
700
Holding in Top 10
60
Calls
$3.08M
Puts
$3.28M
Top Buyers
| 1 | +$170M | |
| 2 | +$58M | |
| 3 | +$47.7M | |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$23.6M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$17.5M |
Top Sellers
| 1 | -$437M | |
| 2 | -$259M | |
| 3 | -$110M | |
| 4 |
LPL Financial
San Diego,
California
|
-$87M |
| 5 |
Morgan Stanley
New York
|
-$79.8M |