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FlexShares High Yield Value-Scored Bond Index Fund

93 hedge funds and large institutions have $1.24B invested in FlexShares High Yield Value-Scored Bond Index Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 23

2% less capital invested

Capital invested by funds: $1.26B → $1.24B (-$20.8M)

4% less funds holding

Funds holding: 9793 (-4)

4.91% less ownership

Funds ownership: 89.41%84.5% (-4.9%)

20% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 15

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
93
Holders Change
-4
Holders Change %
-4.12%
% of All Funds
1.34%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
12
Increased
44
Reduced
23
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FUBT
26
First United Bank & Trust
Maryland
$2.08M +$1.16M +28,401 +127%
DWM
27
Dogwood Wealth Management
Kansas
$2.05M +$143K +3,504 +8%
CAN
28
Cetera Advisor Networks
California
$1.89M -$592K -14,487 -24%
Citigroup
29
Citigroup
New York
$1.76M +$250K +6,126 +17%
MLM
30
Mount Lucas Management
Pennsylvania
$1.75M +$505K +12,361 +41%
RPC
31
Rossmore Private Capital
Connecticut
$1.4M -$69K -1,688 -5%
Osaic Holdings
32
Osaic Holdings
Arizona
$1.37M +$469K +11,481 +53%
PFPT
33
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.07M +$714K +17,476 +203%
RW
34
RVW Wealth
California
$874K -$15.3K -374 -2%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$800K -$4.82K -118 -0.6%
EWA
36
Etesian Wealth Advisors
Oregon
$786K +$184K +4,508 +31%
HA
37
Herold Advisors
New York
$785K +$43.3K +1,060 +6%
AF
38
Allworth Financial
California
$741K -$432K -10,562 -37%
AWS
39
Atria Wealth Solutions
New York
$676K +$28.4K +696 +4%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$572K +$56.1K +1,372 +11%
LSA
41
L & S Advisors
California
$569K +$20.3K +497 +4%
SWA
42
Stratos Wealth Advisors
Ohio
$565K +$18.8K +461 +3%
CPA
43
Clear Point Advisors
New York
$544K +$14.7K +359 +3%
KCIC
44
Kuhn & Co Investment Counsel
Illinois
$537K +$65.6K +1,606 +14%
Stifel Financial
45
Stifel Financial
Missouri
$474K -$474K -11,591 -50%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$465K +$93.9K +2,298 +26%
CA
47
Cetera Advisors
Colorado
$456K +$454K +11,104 New
AWA
48
Acorn Wealth Advisors
Michigan
$456K +$2.21K +54 +0.5%
TCMP
49
Thrive Capital Management (Pennsylvania)
Pennsylvania
$449K +$446K +10,922 New
RIA
50
Regal Investment Advisors
Michigan
$440K -$13.4K -329 -3%