FlexShares Credit-Scored US Long Corporate Bond Index Fund
LKOR
15 hedge funds and large institutions have $17.6M invested in FlexShares Credit-Scored US Long Corporate Bond Index Fund in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
3% more capital invested
Capital invested by funds: $17.2M → $17.6M (+$433K)
0% more funds holding
Funds holding: 15 → 15 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.79% less ownership
Funds ownership: 47.99% → 47.2% (-0.79%)
80% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$877K |
| 2 |
MFGM
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
+$198K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$65.8K |
| 4 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$38.8K |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$34.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.83M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$337K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$155K |
| 4 |
CNBT
Cornerstone National Bank & Trust
Palatine,
Illinois
|
-$128K |
| 5 |
BCM
Boltwood Capital Management
Walnut Creek,
California
|
-$43.6K |
LKOR Hedge Fund Activity: Q1 2023 in Review
15 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) for Q1 2023, worth a combined $17.6M — up 2.5% from $17.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new LKOR positions and 3 closed out — a net gain of 1 holder — while 1 added to existing stakes and 5 trimmed.
The largest buyer was Money Concepts Capital, opening a new position worth an estimated $877K. The largest seller was Jane Street, cutting an estimated $1.83M.
- 15 institutional investors held FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $17.6M of FlexShares Credit-Scored US Long Corporate Bond Index Fund stock for Q1 2023, up 2.5% quarter-over-quarter.
- 4 funds opened new FlexShares Credit-Scored US Long Corporate Bond Index Fund positions in Q1 2023 and 3 closed out, a net change of +1 holder.
- The largest FlexShares Credit-Scored US Long Corporate Bond Index Fund buyer in Q1 2023 was Money Concepts Capital, an estimated $877K added.
- The largest FlexShares Credit-Scored US Long Corporate Bond Index Fund seller in Q1 2023 was Jane Street, an estimated $1.83M sold.
Based on aggregated 13F filings for Q1 2023.