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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
AP
101
Advisors Preferred
Maryland
-$376K -9,584 Closed
SSWM
102
Sheets Smith Wealth Management
North Carolina
-$162K -4,063 Closed
PTC
103
Private Trust Company
Ohio
-$9.46K -238 Closed