FlexShares Disciplined Duration MBS Index Fund
MBSD
MBSD
21 hedge funds and large institutions have $61.5M invested in FlexShares Disciplined Duration MBS Index Fund in 2022 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
less capital invested
Capital invested by funds: $ → $
22% less funds holding
Funds holding: 27 → 21 (-6)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 6
Holders
21
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$1.65M | |
| 2 | +$980K | |
| 3 | +$301K | |
| 4 |
BCM
Boltwood Capital Management
Walnut Creek,
California
|
+$250K |
| 5 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
+$207K |
Top Sellers
| 1 | -$1.24M | |
| 2 | -$1.24M | |
| 3 | -$562K | |
| 4 |
AWE
Avidian Wealth Enterprises
Houston,
Texas
|
-$293K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$256K |