FlexShares Credit-Scored US Long Corporate Bond Index Fund
LKOR
13 hedge funds and large institutions have $16.4M invested in FlexShares Credit-Scored US Long Corporate Bond Index Fund in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 4 closing their positions.
2.84% more ownership
Funds ownership: 47.2% → 50.05% (+2.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less capital invested
Capital invested by funds: $17.6M → $16.4M (-$1.25M)
13% less funds holding
Funds holding: 15 → 13 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
50% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$614K |
| 2 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$402K |
| 3 |
MFGM
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
+$69.3K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$63.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$1.76M |
| 2 |
CNBT
Cornerstone National Bank & Trust
Palatine,
Illinois
|
-$189K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$86.4K |
| 4 |
BCM
Boltwood Capital Management
Walnut Creek,
California
|
-$44.4K |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$34.8K |
LKOR Hedge Fund Activity: Q2 2023 in Review
13 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) for Q2 2023, worth a combined $16.4M — down 7.1% from $17.6M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of LKOR and 2 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 2 added.
The largest buyer was Jane Street, adding an estimated $614K. The largest seller was Money Concepts Capital, exiting entirely with an estimated $1.76M sold.
- 13 institutional investors held FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) as of Q2 2023, down from 15 in Q1 2023.
- Funds reported $16.4M of FlexShares Credit-Scored US Long Corporate Bond Index Fund stock for Q2 2023, down 7.1% quarter-over-quarter.
- 2 funds opened new FlexShares Credit-Scored US Long Corporate Bond Index Fund positions in Q2 2023 and 4 closed out, a net change of -2 holders.
- The largest FlexShares Credit-Scored US Long Corporate Bond Index Fund buyer in Q2 2023 was Jane Street, an estimated $614K added.
- The largest FlexShares Credit-Scored US Long Corporate Bond Index Fund seller in Q2 2023 was Money Concepts Capital, an estimated $1.76M sold.
Based on aggregated 13F filings for Q2 2023.