FlexShares Disciplined Duration MBS Index Fund
MBSD
15 hedge funds and large institutions have $12.5M invested in FlexShares Disciplined Duration MBS Index Fund in 2019 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
6% less funds holding
Funds holding: 16 → 15 (-1)
23.56% less ownership
Funds ownership: 79.97% → 56.41% (-24%)
47% less capital invested
Capital invested by funds: $23.5M → $12.5M (-$11M)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$3.43M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
+$857K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$421K |
| 4 |
Bank of New York Mellon
New York
|
+$305K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$92.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$32.3M |
| 2 |
Jane Street
New York
|
-$8.24M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.5M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$799K |
| 5 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$3.98K |
MBSD Hedge Fund Activity: Q2 2019 in Review
15 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in FlexShares Disciplined Duration MBS Index Fund (MBSD) for Q2 2019, worth a combined $12.5M — down 47% from $23.5M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of MBSD and 1 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 6 added.
The largest buyer was Advocacy Wealth Management Services, adding an estimated $3.43M. The largest seller was Northern Trust, cutting an estimated $32.3M.
- 15 institutional investors held FlexShares Disciplined Duration MBS Index Fund (MBSD) as of Q2 2019, down from 16 in Q1 2019.
- Funds reported $12.5M of FlexShares Disciplined Duration MBS Index Fund stock for Q2 2019, down 47% quarter-over-quarter.
- 1 fund opened new FlexShares Disciplined Duration MBS Index Fund positions in Q2 2019 and 2 closed out, a net change of -1 holder.
- The largest FlexShares Disciplined Duration MBS Index Fund buyer in Q2 2019 was Advocacy Wealth Management Services, an estimated $3.43M added.
- The largest FlexShares Disciplined Duration MBS Index Fund seller in Q2 2019 was Northern Trust, an estimated $32.3M sold.
Based on aggregated 13F filings for Q2 2019.