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FlexShares High Yield Value-Scored Bond Index Fund

78 hedge funds and large institutions have $1.01B invested in FlexShares High Yield Value-Scored Bond Index Fund in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 6

53% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 19

28% more funds holding

Funds holding: 6178 (+17)

10% more capital invested

Capital invested by funds: $924M → $1.01B (+$88.4M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.37% less ownership

Funds ownership: 90.66%89.29% (-1.4%)

Holders
78
Holders Change
+17
Holders Change %
+27.87%
% of All Funds
1.22%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
29
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFAM
51
Coury Firm Asset Management
Pennsylvania
$253K +$30.8K +768 +14%
National Bank of Canada
52
National Bank of Canada
Quebec, Canada
$245K
ACM
53
Absolute Capital Management
Pennsylvania
$224K +$223K +5,549 New
SB
54
Strategic Blueprint
Georgia
$214K +$212K +5,293 New
TCM
55
Triumph Capital Management
Colorado
$204K +$1.76K +44 +0.9%
AA
56
AlphaCentric Advisors
Puerto Rico
$196K +$194K +4,838 New
BA
57
Bristlecone Advisors
Washington
$155K -$427K -10,649 -74%
SS
58
Sunbelt Securities
Texas
$147K +$146K +3,628 New
HBW
59
Hazlett, Burt & Watson
West Virginia
$103K +$102K +2,550 New
RCM
60
Rain Capital Management
Oregon
$92.1K +$2.01K +50 +2%
MIFH
61
Migdal Insurance & Financial Holdings
Israel
$87K -$87.2K -2,175 -50%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$80.9K +$80.2K +2,000 New
VAG
63
VisionPoint Advisory Group
Texas
$76.8K +$76.1K +1,898 New
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$72.2K
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$70K
HI
66
Harbour Investments
Wisconsin
$69K +$40.3K +1,004 +143%
CT
67
Caldwell Trust
Florida
$48.5K +$48.1K +1,200 New
Franklin Resources
68
Franklin Resources
California
$42.8K +$42.4K +1,058 New
US Bancorp
69
US Bancorp
Minnesota
$42.5K -$40.1K -1,000 -49%
NFSG
70
Newbridge Financial Services Group
Florida
$36K
SC
71
Steph & Co
Wisconsin
$33K +$32.7K +815 New
PTC
72
Private Trust Company
Ohio
$24.3K -$3.01K -75 -11%
KFS
73
Kelly Financial Services
Massachusetts
$11.2K -$201 -5 -2%
FGAM
74
Financial Gravity Asset Management
Texas
$11K +$1.6K +40 New
Wells Fargo
75
Wells Fargo
California
$2.03K +$2.01K +50 New