FlexShares Credit-Scored US Long Corporate Bond Index Fund
LKOR
14 hedge funds and large institutions have $25.3M invested in FlexShares Credit-Scored US Long Corporate Bond Index Fund in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 6 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 1
1% more capital invested
Capital invested by funds: $25.2M → $25.3M (+$128K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.74% less ownership
Funds ownership: 62.14% → 58.4% (-3.7%)
13% less funds holding
Funds holding: 16 → 14 (-2)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$1.21M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.21M |
| 3 |
IFG
Independent Financial Group
San Diego,
California
|
+$435K |
| 4 |
LPL Financial
San Diego,
California
|
+$248K |
| 5 |
MFGM
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
+$208K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.81M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$931K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$726K |
| 4 |
CNBT
Cornerstone National Bank & Trust
Palatine,
Illinois
|
-$656K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$37.1K |
LKOR Hedge Fund Activity: Q3 2024 in Review
14 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) for Q3 2024, worth a combined $25.3M — up 0.51% from $25.2M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of LKOR and 4 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 7 added.
The largest buyer was Systelligence LLC, adding an estimated $1.21M. The largest seller was Jane Street, exiting entirely with an estimated $2.81M sold.
- 14 institutional investors held FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) as of Q3 2024, down from 16 in Q2 2024.
- Funds reported $25.3M of FlexShares Credit-Scored US Long Corporate Bond Index Fund stock for Q3 2024, up 0.51% quarter-over-quarter.
- 4 funds opened new FlexShares Credit-Scored US Long Corporate Bond Index Fund positions in Q3 2024 and 6 closed out, a net change of -2 holders.
- The largest FlexShares Credit-Scored US Long Corporate Bond Index Fund buyer in Q3 2024 was Systelligence LLC, an estimated $1.21M added.
- The largest FlexShares Credit-Scored US Long Corporate Bond Index Fund seller in Q3 2024 was Jane Street, an estimated $2.81M sold.
Based on aggregated 13F filings for Q3 2024.