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FlexShares Ultra-Short Income Fund
RAVI

Overview Fund Activity

51 hedge funds and large institutions have $791M invested in FlexShares Ultra-Short Income Fund in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 11 closing their positions.

Holders
51
Holders Change
+1
Holders Change %
+2%
% of All Funds
0.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
17
Reduced
16
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$695M
2
IFA
2
Interactive Financial Advisors
Illinois
$4.45M
3
LFA
3
Landmark Financial Advisors
Kentucky
$9.52M
4
Morgan Stanley
4
Morgan Stanley
New York
$12.5M
5
SOS
5
Silver Oak Securities
Tennessee
$2.33M

Top Sellers

1
GT
1
Greenleaf Trust
Michigan
$1.87M
2
Jane Street
2
Jane Street
New York
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$1.81M
4
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$0
5
FTUS
5
Flow Traders U.S.
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$681K 9,154 +1,531 +20%
RPC
27
Rossmore Private Capital
Connecticut
$609K 8,188 -1,577 -16%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$577K 7,768 +502 +7%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$536K 7,205 +3,908 +119%
IFPG
30
Intrepid Financial Planning Group
Indiana
$464K 6,240 -130 -2%
HIM
31
Hanlon Investment Management
New Jersey
$464K 6,235 -1,762 -22%
FWM
32
FFT Wealth Management
Pennsylvania
$398K 5,345 – –
1W
33
1776 Wealth
Georgia
$358K 4,807 – –
FHA
34
Flagship Harbor Advisors
Massachusetts
$335K 4,500 -1,000 -18%
CAN
35
Cetera Advisor Networks
California
$303K 4,074 +4,074 New
FAM
36
Flaharty Asset Management
Florida
$301K 4,040 – –
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$273K 3,668 +3,668 New
SDH
38
Sloy Dahl & Holst
Washington
$244K 3,285 – –
MA
39
Mutual Advisors
Nebraska
$241K 3,241 +3,241 New
CW
40
CIC Wealth
Maryland
$222K 2,986 +2,986 New
V
41
ValueWorks
New York
$208K 2,800 +2,800 New
HI
42
Harbour Investments
Wisconsin
$60.6K 815 – –
NSIM
43
North Star Investment Management
Illinois
$49.3K 663 +663 New
IA
44
IFP Advisors
Florida
$49K 655 +655 New
US Bancorp
45
US Bancorp
Minnesota
$39.1K 525 +525 New
MCC
46
Money Concepts Capital
Florida
$29.8K 400 +400 New
CA
47
CoreCap Advisors
Michigan
$22.2K 298 +298 New
CAL
48
Capital Analysts LLC
Pennsylvania
$19K 250 – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$9.97K 134 +134 New
BWM
50
Baystate Wealth Management
Massachusetts
$5K 67 +1 +2%
1
2
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