iShares MSCI USA Momentum Factor ETF
MTUM

$197.18

0.21%

Market Cap: $9.81B

0

Funds holding %

of 6,710 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

12% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 73

2% more funds holding in top 10

Funds holding in top 10: 42 [Q1] → 43 (+1) [Q2]

1.38% more ownership

Funds ownership: 94.78% [Q1] → 96.16% (+1.38%) [Q2]

1% more funds holding

Funds holding: 672 [Q1] → 681 (+9) [Q2]

1% more capital invested

Capital invested by funds: $9.83B [Q1] → $9.97B (+$146M) [Q2]

31% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 286

85% less call options, than puts

Call options by funds: $25.7M | Put options by funds: $172M

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Research analyst outlook

We haven’t received any recent analyst ratings for MTUM.

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Financial journalist opinion

This Momentum ETF Has New Friends

Finally, someone believes the trend in the S&P 500 is their friend. In mid-August, the Invesco S&P 500 Momentum ETF (SPMO) had its 2024 net inflows nearly double.

This Momentum ETF Has New Friends

Zacks Investment Research

Time for Momentum ETFs?

On Monday, U.S. stocks closed at session highs, continuing their rally from last week's strong performance.

Time for Momentum ETFs?

Zacks Investment Research

Momentum ETFs to Play as Wall Street Rallies?

Stocks surged higher on Thursday as retail sales showed gains and Fed cues of interest rate cuts.

Momentum ETFs to Play as Wall Street Rallies?

MTUM: There Are Better MOMO Strategies Than This Momentum ETF

The iShares MSCI USA Momentum Factor ETF has had a strong year, with shares +23.5% YTD and +30.1% over the past year. The ETF tracks an index of leading American momentum stocks, with top holdings, including Nvidia, Broadcom, and Eli Lilly. Despite its recent performance, MTUM's long-term track record does not significantly outperform the S&P 500, and it severely lags the performance of the Nasdaq-100.

MTUM: There Are Better MOMO Strategies Than This Momentum ETF

Zacks Investment Research

Momentum ETF (MTUM) Hits New 52-Week High

Investors seeking momentum may have iShares MSCI USA Momentum Factor ETF MTUM) on radar now. The fund recently hit a new 52-week high.

Momentum ETF (MTUM) Hits New 52-Week High

MTUM: Outperformance Under Rare Conditions

The iShares MSCI USA Momentum Factor ETF is a momentum ETF that spreads risk across multiple stocks and sectors. MTUM tracks the performance of high momentum companies and uses a set of rules to determine momentum values. While MTUM has performed well in the last six months, it has underperformed compared to other ETFs and has higher volatility than the SPY.

MTUM: Outperformance Under Rare Conditions

CNBC Television

ETF standouts this year

CNBC's Bob Pisani joins 'Squawk on the Street' to report on ETFs.

ETF standouts this year

MTUM ETF: To Momentum Or To Contrarian?

The iShares MSCI USA Momentum Factor ETF's robust year-over-year journey has reached an inflection point. Momentum investing can be effective in the long term but breaks down in the short term during economic regime changes. We believe an economic shift is occurring. The outlook for the MTUM ETF is uncertain due to potential market-based changes, and contrarian investing may outperform momentum investing in 2024.

MTUM ETF: To Momentum Or To Contrarian?

Zacks Investment Research

Momentum ETFs Hit New 52-Week Highs

The rally has been broad-based this year, with momentum investing emerging as a big winner.

Momentum ETFs Hit New 52-Week Highs

CNBC Television

ETF Edge: Hot topics from the Exchange ETF Conference

Dave Mazza, Roundhill Investments chief strategy officer, and Tom Lydon, VettaFi vice chairman, join CNBC's Bob Pisani on the 'Halftime Report' live from the Exchange ETF conference to discuss the dominance of the 'Magnificent 7' stocks, the demand for bitcoin and AI ETFs and more.

ETF Edge: Hot topics from the Exchange ETF Conference

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