FlexShares Disciplined Duration MBS Index Fund
MBSD
MBSD
24 hedge funds and large institutions have $29.5M invested in FlexShares Disciplined Duration MBS Index Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
more funds holding
Funds holding: →
4% more capital invested
Capital invested by funds: $28.2M → $29.5M (+$1.27M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Holders
24
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$1.92M | |
| 2 | +$941K | |
| 3 | +$572K | |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$462K |
| 5 |
CCA
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
+$356K |
Top Sellers
| 1 | -$2.21M | |
| 2 | -$766K | |
| 3 | -$399K | |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$330K |
| 5 |
BWM
Birchcreek Wealth Management
Miami Township,
Ohio
|
-$300K |