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FlexShares Ultra-Short Income Fund
RAVI

Overview Fund Activity

46 hedge funds and large institutions have $111M invested in FlexShares Ultra-Short Income Fund in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.93%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
3
Increased
22
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$8.62M
2
CL
CIM LLC
New York
$4.27M
3
UBS Group
UBS Group
Switzerland
$5.34M
4
Jane Street
Jane Street
New York
$6.93M
5
CAN
Claraphi Advisory Network
United States
$7.48M

Top Sellers

1
CAN
Cetera Advisor Networks
California
$298K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.94M
3
CM
Columbus Macro
Pennsylvania
$4.67M
4
FAAS
First Allied Advisory Services
California
$5.54M
5
FTUS
Flow Traders U.S.
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
26
FormulaFolio Investments
Michigan
$834K – – –
CA
27
Calton & Associates
Florida
$712K +$19.3K +253 +3%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$668K -$33.7K -442 -5%
DP
29
Denver PWM
Colorado
$620K +$133K +1,736 +27%
SF
30
Synovus Financial
Georgia
$612K -$17.8K -234 -3%
IFA
31
Interactive Financial Advisors
Illinois
$596K -$5.72K -75 -1%
LI
32
LVZ Inc
Michigan
$561K +$561K +7,345 New
BRWM
33
B. Riley Wealth Management
Tennessee
$540K +$16K +210 +3%
Truist Financial
34
Truist Financial
North Carolina
$496K +$109K +1,430 +28%
SAM
35
SignalPoint Asset Management
Missouri
$341K +$76 +1 +0%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$337K +$37.5K +491 +13%
FAM
37
Flaharty Asset Management
Florida
$308K – – –
CAN
38
Cetera Advisor Networks
California
$298K -$2.41M -31,469 -89%
1W
39
1776 Wealth
Georgia
$237K – – –
RFWA
40
RPg Family Wealth Advisory
Massachusetts
$127K +$49K +642 +63%
LFG
41
LifePlan Financial Group
Ohio
$78K – – –
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$16K – – –
CB
43
CNB Bank
Pennsylvania
$8K -$28.2K -370 -78%
SFS
44
Sowell Financial Services
Arkansas
$8K +$8K +103 New
CWM
45
Cedar Wealth Management
California
$6K – – –
BFEC
46
Benjamin F. Edwards & Company
Missouri
$4K – – –
FTUS
47
Flow Traders U.S.
New York
– -$594K -7,789 Closed
Neuberger Berman Group
48
Neuberger Berman Group
New York
– -$241K -3,154 Closed
PIMG
49
Patriot Investment Management Group
Tennessee
– -$7.69K -100 Closed
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