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FlexShares High Yield Value-Scored Bond Index Fund

97 hedge funds and large institutions have $1.26B invested in FlexShares High Yield Value-Scored Bond Index Fund in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

25% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 28

24% more funds holding

Funds holding: 7897 (+19)

15% more capital invested

Capital invested by funds: $1.1B → $1.26B (+$161M)

1.71% more ownership

Funds ownership: 87.7%89.41% (+1.7%)

Holders
97
Holders Change
+19
Holders Change %
+24.36%
% of All Funds
1.41%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
24
Increased
35
Reduced
28
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCIC
51
Kuhn & Co Investment Counsel
Illinois
$469K +$455K +11,465 New
AWA
52
Acorn Wealth Advisors
Michigan
$451K +$67.7K +1,707 +18%
RIA
53
Regal Investment Advisors
Michigan
$451K +$19.4K +490 +5%
QCIG
54
Quad-Cities Investment Group
Iowa
$404K +$88.4K +2,230 +29%
IFWM
55
Institute for Wealth Management
Colorado
$402K -$3.53K -89 -0.9%
Cerity Partners
56
Cerity Partners
New York
$391K +$379K +9,567 New
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$368K +$357K +9,003 New
PFPT
58
Pinnacle Financial Partners (Tennessee)
Tennessee
$352K +$341K +8,612 New
CFO
59
CVA Family Office
Colorado
$326K -$35.5K -895 -10%
HBW
60
Hazlett, Burt & Watson
West Virginia
$312K +$2.5K +63 +0.8%
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$253K
OAM
62
Occidental Asset Management
California
$245K -$39.7K -1,000 -14%
ARC
63
Advisor Resource Council
Texas
$238K +$231K +5,819 New
ACM
64
Absolute Capital Management
Pennsylvania
$222K -$6.94K -175 -3%
TCM
65
Triumph Capital Management
Colorado
$221K +$9.6K +242 +5%
WPC
66
Waters Parkerson & Co
Louisiana
$221K +$215K +5,412 New
KFG
67
Kingdom Financial Group
Arizona
$212K +$206K +5,198 New
BAM
68
Belpointe Asset Management
Nevada
$212K -$245K -6,171 -54%
AA
69
AlphaCentric Advisors
Puerto Rico
$174K -$21.7K -547 -11%
NFSG
70
Newbridge Financial Services Group
Florida
$167K +$127K +3,200 +360%
SIS
71
Sound Income Strategies
Florida
$162K +$157K +3,964 New
IA
72
IFP Advisors
Florida
$156K -$665K -16,764 -81%
PS
73
Principal Securities
Iowa
$108K +$105K +2,636 New
RCM
74
Rain Capital Management
Oregon
$94K -$1.15K -29 -1%
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$81K -$37.6K -947 -32%