FlexShares Disciplined Duration MBS Index Fund
MBSD
25 hedge funds and large institutions have $45M invested in FlexShares Disciplined Duration MBS Index Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 5 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
6.43% more ownership
Funds ownership: 54.33% → 60.76% (+6.4%)
4% more funds holding
Funds holding: 24 → 25 (+1)
3% more capital invested
Capital invested by funds: $43.6M → $45M (+$1.36M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.91M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$937K |
| 3 |
TCPG
Trivant Custom Portfolio Group
San Diego,
California
|
+$570K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$459K |
| 5 |
CCA
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
+$353K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.2M |
| 2 |
TAM
Titleist Asset Management
San Antonio,
Texas
|
-$762K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$399K |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$330K |
| 5 |
BWM
Birchcreek Wealth Management
Miami Township,
Ohio
|
-$300K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FTUS
26
Flow Traders U.S.
New York
| – | -$399K | -19,594 | Closed |
|
|
27
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| – | -$330K | -16,178 | Closed |
|
|
BWM
28
Birchcreek Wealth Management
Miami Township,
Ohio
| – | -$300K | -14,706 | Closed |
|
29
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$275K | -13,490 | Closed |
|
30
UBS Group
Zurich,
Switzerland
| – | -$5.32K | -261 | Closed |
|
MBSD Hedge Fund Activity: Q2 2024 in Review
25 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in FlexShares Disciplined Duration MBS Index Fund (MBSD) for Q2 2024, worth a combined $45M — up 3.1% from $43.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new MBSD positions and 5 closed out — a net gain of 1 holder — while 10 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.91M. The largest seller was Jane Street, cutting an estimated $2.2M.
- 25 institutional investors held FlexShares Disciplined Duration MBS Index Fund (MBSD) as of Q2 2024, up from 24 in Q1 2024.
- Funds reported $45M of FlexShares Disciplined Duration MBS Index Fund stock for Q2 2024, up 3.1% quarter-over-quarter.
- 6 funds opened new FlexShares Disciplined Duration MBS Index Fund positions in Q2 2024 and 5 closed out, a net change of +1 holder.
- The largest FlexShares Disciplined Duration MBS Index Fund buyer in Q2 2024 was Morgan Stanley, an estimated $1.91M added.
- The largest FlexShares Disciplined Duration MBS Index Fund seller in Q2 2024 was Jane Street, an estimated $2.2M sold.
Based on aggregated 13F filings for Q2 2024.