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FlexShares Ultra-Short Income Fund
RAVI

Overview Fund Activity

39 hedge funds and large institutions have $42.3M invested in FlexShares Ultra-Short Income Fund in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+7
Holders Change %
+21.88%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
18
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VBFP
Valtinson Bruner Financial Planning
Minnesota
+$3.48M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.14M
3
Bank of America
Bank of America
North Carolina
+$1.73M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.19M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$761K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.31M
2
FTUS
Flow Traders U.S.
New York
-$1.31M
3
Jane Street
Jane Street
New York
-$1.1M
4
UBS Group
UBS Group
Switzerland
-$231K
5
NWS
Newport Wealth Strategies
California
-$22.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
26
Tidal Investments
Wisconsin
$450K – – –
BRWM
27
B. Riley Wealth Management
Tennessee
$437K +$196K +2,590 +82%
CWM
28
Cedar Wealth Management
California
$337K – – –
LPL Financial
29
LPL Financial
California
$318K +$318K +4,188 New
PAMG
30
Patton Albertson Miller Group
Tennessee
$277K – – –
LI
31
LVZ Inc
Michigan
$235K +$235K +3,105 New
Neuberger Berman Group
32
Neuberger Berman Group
New York
$201K +$201K +2,654 New
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$193K +$60.6K +799 +46%
FAAS
34
First Allied Advisory Services
California
$169K +$169K +2,270 New
AG
35
Advisor Group
Arizona
$125K +$37.1K +489 +42%
CB
36
CNB Bank
Pennsylvania
$92K -$21.3K -282 -19%
LFG
37
LifePlan Financial Group
Ohio
$78K – – –
QCIG
38
Quad-Cities Investment Group
Iowa
$15K – – –
FGAM
39
Financial Gravity Asset Management
Texas
$3K – – –
FTUS
40
Flow Traders U.S.
New York
– -$1.31M -17,267 Closed
APA
41
American Portfolios Advisors
New York
– -$8.03K -106 Closed
Citigroup
42
Citigroup
New York
– -$7K -87 Closed
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