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FlexShares Ultra-Short Income Fund
RAVI

Overview Fund Activity

47 hedge funds and large institutions have $91.6M invested in FlexShares Ultra-Short Income Fund in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
5
Increased
17
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.99M
2
CPIG
Chicago Partners Investment Group
Illinois
$5.77M
3
LFA
Landmark Financial Advisors
Kentucky
$4.97M
4
CAN
Claraphi Advisory Network
United States
$4.93M
5
NWS
Newport Wealth Strategies
California
$2.29M

Top Sellers

1
Jane Street
Jane Street
New York
$2.95M
2
IFWM
Institute for Wealth Management
Colorado
$1.3M
3
Osaic Holdings
Osaic Holdings
Arizona
$2.81M
4
AF
Allworth Financial
California
$1.55M
5
FAAS
First Allied Advisory Services
California
$6.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$787K -$59K -773 -7%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$701K -$47.1K -618 -6%
CA
28
Calton & Associates
Florida
$692K +$243K +3,184 +54%
SF
29
Synovus Financial
Georgia
$630K +$330K +4,328 +110%
IFA
30
Interactive Financial Advisors
Illinois
$601K +$991 +13 +0.2%
FTUS
31
Flow Traders U.S.
New York
$594K -$228K -2,991 -28%
BRWM
32
B. Riley Wealth Management
Tennessee
$524K +$524K +6,870 New
DP
33
Denver PWM
Colorado
$487K +$487K +6,381 New
Truist Financial
34
Truist Financial
North Carolina
$386K – – –
SAM
35
SignalPoint Asset Management
Missouri
$341K -$283K -3,711 -45%
FAM
36
Flaharty Asset Management
Florida
$308K – – –
RJFSA
37
Raymond James Financial Services Advisors
Florida
$299K -$92.9K -1,218 -24%
Neuberger Berman Group
38
Neuberger Berman Group
New York
$241K – – –
1W
39
1776 Wealth
Georgia
$236K -$236K -3,100 -50%
RFWA
40
RPg Family Wealth Advisory
Massachusetts
$78K +$20.2K +265 +35%
LFG
41
LifePlan Financial Group
Ohio
$78K – – –
CB
42
CNB Bank
Pennsylvania
$36K -$23.2K -306 -39%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$16K – – –
PIMG
44
Patriot Investment Management Group
Tennessee
$7.69K +$7.69K +100 New
CWM
45
Cedar Wealth Management
California
$6K – – –
BFEC
46
Benjamin F. Edwards & Company
Missouri
$4K +$2.57K +36 +180%
FA
47
FDx Advisors
Illinois
– -$272K -3,664 Closed
Bank of America
48
Bank of America
North Carolina
– -$33K -436 Closed
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