iShares MSCI USA Momentum Factor ETF
MTUM
868 hedge funds and large institutions have $13.4B invested in iShares MSCI USA Momentum Factor ETF in 2024 Q4 according to their latest regulatory filings, with 220 funds opening new positions, 318 increasing their positions, 196 reducing their positions, and 34 closing their positions.
547% more first-time investments, than exits
New positions opened: 220 | Existing positions closed: 34
62% more repeat investments, than reductions
Existing positions increased: 318 | Existing positions reduced: 196
40% more capital invested
Capital invested by funds: $9.57B → $13.4B (+$3.85B)
28% more funds holding in top 10
Funds holding in top 10: 36 → 46 (+10)
24% more funds holding
Funds holding: 700 → 868 (+168)
5.91% more ownership
Funds ownership: 95.39% → 101.3% (+5.9%)
95% less call options, than puts
Call options by funds: $41.9M | Put options by funds: $780M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$975M |
| 2 |
LPL Financial
San Diego,
California
|
+$280M |
| 3 |
Goldman Sachs
New York
|
+$192M |
| 4 |
Morgan Stanley
New York
|
+$161M |
| 5 |
JP Morgan Chase
New York
|
+$159M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$211M |
| 2 |
SC
Savant Capital
Rockford,
Illinois
|
-$19.2M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$14.3M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$12.5M |
| 5 |
AC
Apella Capital
West Hartford,
Connecticut
|
-$12.2M |
MTUM Hedge Fund Activity: Q4 2024 in Review
868 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI USA Momentum Factor ETF (MTUM) for Q4 2024, worth a combined $13.4B — up 40% from $9.57B a quarter earlier.
Buyers outnumbered sellers: 220 funds opened new MTUM positions and 34 closed out — a net gain of 186 holders — while 318 added to existing stakes and 196 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $975M. The largest seller was Mercer Global Advisors, cutting an estimated $211M.
- 868 institutional investors held iShares MSCI USA Momentum Factor ETF (MTUM) as of Q4 2024, up from 700 in Q3 2024.
- Funds reported $13.4B of iShares MSCI USA Momentum Factor ETF stock for Q4 2024, up 40% quarter-over-quarter.
- 220 funds opened new iShares MSCI USA Momentum Factor ETF positions in Q4 2024 and 34 closed out, a net change of +186 holders.
- The largest iShares MSCI USA Momentum Factor ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $975M added.
- The largest iShares MSCI USA Momentum Factor ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $211M sold.
Based on aggregated 13F filings for Q4 2024.