FlexShares Credit-Scored US Long Corporate Bond Index Fund
LKOR
17 hedge funds and large institutions have $19.5M invested in FlexShares Credit-Scored US Long Corporate Bond Index Fund in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
6% more funds holding
Funds holding: 16 → 17 (+1)
0.39% more ownership
Funds ownership: 45.68% → 46.07% (+0.39%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
13% less capital invested
Capital invested by funds: $22.4M → $19.5M (-$2.95M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$284K |
| 3 |
BCM
Boltwood Capital Management
Walnut Creek,
California
|
+$156K |
| 4 |
HIM
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
+$154K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$102K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CNBT
Cornerstone National Bank & Trust
Palatine,
Illinois
|
-$846K |
| 2 |
SWRP
Summit Wealth & Retirement Planning
San Ramon,
California
|
-$334K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$236K |
| 4 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$87.7K |
| 5 |
LPL Financial
San Diego,
California
|
-$59.7K |
LKOR Hedge Fund Activity: Q2 2022 in Review
17 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) for Q2 2022, worth a combined $19.5M — down 13% from $22.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new LKOR positions and 2 closed out — a net gain of 1 holder — while 6 added to existing stakes and 5 trimmed.
The largest buyer was Jane Street, adding an estimated $1M. The largest seller was Cornerstone National Bank & Trust, cutting an estimated $846K.
- 17 institutional investors held FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) as of Q2 2022, up from 16 in Q1 2022.
- Funds reported $19.5M of FlexShares Credit-Scored US Long Corporate Bond Index Fund stock for Q2 2022, down 13% quarter-over-quarter.
- 3 funds opened new FlexShares Credit-Scored US Long Corporate Bond Index Fund positions in Q2 2022 and 2 closed out, a net change of +1 holder.
- The largest FlexShares Credit-Scored US Long Corporate Bond Index Fund buyer in Q2 2022 was Jane Street, an estimated $1M added.
- The largest FlexShares Credit-Scored US Long Corporate Bond Index Fund seller in Q2 2022 was Cornerstone National Bank & Trust, an estimated $846K sold.
Based on aggregated 13F filings for Q2 2022.