iShares MSCI USA Momentum Factor ETF
MTUM
700 hedge funds and large institutions have $9.57B invested in iShares MSCI USA Momentum Factor ETF in 2024 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 188 increasing their positions, 291 reducing their positions, and 62 closing their positions.
21% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 62
1% more funds holding
Funds holding: 693 → 700 (+7)
5% less capital invested
Capital invested by funds: $10B → $9.57B (-$471M)
1.41% less ownership
Funds ownership: 96.8% → 95.39% (-1.4%)
18% less funds holding in top 10
Funds holding in top 10: 44 → 36 (-8)
35% less repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 291
66% less call options, than puts
Call options by funds: $54M | Put options by funds: $158M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$70.8M |
| 2 |
Citigroup
New York
|
+$45.4M |
| 3 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
+$25.3M |
| 4 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$25.1M |
| 5 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
+$17.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$141M |
| 2 |
BlackRock
New York
|
-$131M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$119M |
| 4 |
AI
AdvisorShares Investments
Bethesda,
Maryland
|
-$95.1M |
| 5 |
SP
Symmetry Partners
Glastonbury,
Connecticut
|
-$81.3M |
MTUM Hedge Fund Activity: Q3 2024 in Review
700 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q3 2024, worth a combined $9.57B — down 4.7% from $10B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new MTUM positions and 62 closed out — a net gain of 13 holders — while 188 added to existing stakes and 291 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $70.8M. The largest seller was JP Morgan Chase, cutting an estimated $141M.
- 700 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q3 2024, up from 693 in Q2 2024.
- Funds reported $9.57B of iShares MSCI USA Momentum Factor ETF stock for Q3 2024, down 4.7% quarter-over-quarter.
- 75 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q3 2024 and 62 closed out, a net change of +13 holders.
- The largest iShares MSCI USA Momentum Factor ETF buyer in Q3 2024 was Mercer Global Advisors, an estimated $70.8M added.
- The largest iShares MSCI USA Momentum Factor ETF seller in Q3 2024 was JP Morgan Chase, an estimated $141M sold.
Based on aggregated 13F filings for Q3 2024.