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FlexShares Ultra-Short Income Fund
RAVI

Overview Fund Activity

60 hedge funds and large institutions have $921M invested in FlexShares Ultra-Short Income Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 10 closing their positions.

Holders
60
Holders Change
-2
Holders Change %
-3.23%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
19
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$807M
2
Jane Street
2
Jane Street
New York
$11.6M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.54M
4
LFA
4
Landmark Financial Advisors
Kentucky
$13.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$9.71M

Top Sellers

1
FNWM
1
Financial Network Wealth Management
Utah
$0
2
Baird Financial Group
2
Baird Financial Group
Wisconsin
$2.58M
3
Morgan Stanley
3
Morgan Stanley
New York
$12.2M
4
GT
4
Greenleaf Trust
Michigan
$932K
5
CFG
5
Citizens Financial Group
Rhode Island
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
26
Sigma Planning Corp
Michigan
$895K 11,937 +1,035 +9%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$818K 10,917 -6,739 -38%
RMAM
28
Raab & Moskowitz Asset Management
New Jersey
$759K 10,123 -233 -2%
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$747K 9,967 +1,768 +22%
CAN
30
Cetera Advisor Networks
California
$672K 8,965 +2,019 +29%
1W
31
1776 Wealth
Georgia
$655K 8,740 +127 +1%
Osaic Holdings
32
Osaic Holdings
Arizona
$585K 7,776 -3,406 -30%
CRI
33
Colonial River Investments
Virginia
$497K 6,631 +9 +0.1%
IFA
34
Interactive Financial Advisors
Illinois
$491K 6,547 -4,409 -40%
TA
35
Tactive Advisors
Florida
$467K 6,235 +6,235 New
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$453K 6,045 -1,244 -17%
RPC
37
Rossmore Private Capital
Connecticut
$439K 5,854 -794 -12%
IFPG
38
Intrepid Financial Planning Group
Indiana
$429K 5,720 -230 -4%
WSTAM
39
Wilbanks Smith & Thomas Asset Management
Virginia
$341K 4,544 – –
FFM
40
Forum Financial Management
Illinois
$340K 4,534 +4,534 New
FAM
41
Flaharty Asset Management
Florida
$303K 4,040 – –
FWM
42
FFT Wealth Management
Pennsylvania
$272K 3,632 – –
SDH
43
Sloy Dahl & Holst
Washington
$246K 3,285 – –
MA
44
Mutual Advisors
Nebraska
$242K 3,226 -15 -0.5%
CBFP
45
Cedar Brook Financial Partners
Ohio
$240K 3,208 – –
US Bancorp
46
US Bancorp
Minnesota
$222K 2,962 +2,437 +464%
UBS Group
47
UBS Group
Switzerland
$198K 2,641 +91 +4%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$75.2K 1,003 +910 +978%
SWM
49
Spire Wealth Management
Virginia
$61.8K 825 – –
HI
50
Harbour Investments
Wisconsin
$61.1K 815 – –
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