FlexShares Credit-Scored US Long Corporate Bond Index Fund
LKOR
16 hedge funds and large institutions have $25.2M invested in FlexShares Credit-Scored US Long Corporate Bond Index Fund in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 4 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
52% more capital invested
Capital invested by funds: $16.6M → $25.2M (+$8.56M)
23% more funds holding
Funds holding: 13 → 16 (+3)
11.64% more ownership
Funds ownership: 50.51% → 62.14% (+12%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$9.47M |
| 2 |
CWM
Comprehensive Wealth Management
Lynnwood,
Washington
|
+$529K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$489K |
| 4 |
Jane Street
New York
|
+$174K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$37K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$819K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$309K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$300K |
| 4 |
MFGM
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
-$229K |
| 5 |
CNBT
Cornerstone National Bank & Trust
Palatine,
Illinois
|
-$122K |
LKOR Hedge Fund Activity: Q2 2024 in Review
16 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) for Q2 2024, worth a combined $25.2M — up 52% from $16.6M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new LKOR positions and 4 closed out — a net gain of 3 holders — while 6 added to existing stakes and 3 trimmed.
The largest buyer was Systelligence LLC, opening a new position worth an estimated $9.47M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $819K.
- 16 institutional investors held FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) as of Q2 2024, up from 13 in Q1 2024.
- Funds reported $25.2M of FlexShares Credit-Scored US Long Corporate Bond Index Fund stock for Q2 2024, up 52% quarter-over-quarter.
- 7 funds opened new FlexShares Credit-Scored US Long Corporate Bond Index Fund positions in Q2 2024 and 4 closed out, a net change of +3 holders.
- The largest FlexShares Credit-Scored US Long Corporate Bond Index Fund buyer in Q2 2024 was Systelligence LLC, an estimated $9.47M added.
- The largest FlexShares Credit-Scored US Long Corporate Bond Index Fund seller in Q2 2024 was Raymond James Financial Services Advisors, an estimated $819K sold.
Based on aggregated 13F filings for Q2 2024.