RAVI icon

FlexShares Ultra-Short Income Fund
RAVI

Overview Fund Activity

64 hedge funds and large institutions have $997M invested in FlexShares Ultra-Short Income Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+4
Holders Change %
+6.67%
% of All Funds
1.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
8
Increased
23
Reduced
22
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$872M
2
IFA
2
Interactive Financial Advisors
Illinois
$6.58M
3
TA
3
Tactive Advisors
Florida
$3.36M
4
FTUS
4
Flow Traders U.S.
New York
$2.2M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$11.4M

Top Sellers

1
CPIG
1
Chicago Partners Investment Group
Illinois
$2.63M
2
SOS
2
Silver Oak Securities
Tennessee
$578K
3
SPC
3
Sigma Planning Corp
Michigan
$0
4
Wells Fargo
4
Wells Fargo
California
$134K
5
Jane Street
5
Jane Street
New York
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$804K +$55.3K +736 +7%
Osaic Holdings
27
Osaic Holdings
Arizona
$787K +$202K +2,680 +34%
CAN
28
Cetera Advisor Networks
California
$770K +$96.4K +1,284 +14%
RMAM
29
Raab & Moskowitz Asset Management
New Jersey
$727K -$33.8K -450 -4%
BPA
30
Beacon Pointe Advisors
California
$726K -$261K -3,471 -26%
1W
31
1776 Wealth
Georgia
$656K – – –
SOS
32
Silver Oak Securities
Tennessee
$578K -$1.36M -18,133 -70%
CRI
33
Colonial River Investments
Virginia
$513K +$14.7K +196 +3%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$453K -$1.2K -16 -0.3%
IFPG
35
Intrepid Financial Planning Group
Indiana
$430K – – –
RPC
36
Rossmore Private Capital
Connecticut
$425K -$15K -200 -3%
FWM
37
FFT Wealth Management
Pennsylvania
$379K +$106K +1,410 +39%
HighTower Advisors
38
HighTower Advisors
Illinois
$344K +$344K +4,573 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$332K -$488K -6,495 -59%
FAM
40
Flaharty Asset Management
Florida
$303K – – –
RTC
41
Riverview Trust Company
Washington
$298K +$298K +3,971 New
FFM
42
Forum Financial Management
Illinois
$276K -$65K -866 -19%
SDH
43
Sloy Dahl & Holst
Washington
$247K – – –
MA
44
Mutual Advisors
Nebraska
$245K +$2.48K +33 +1%
CBFP
45
Cedar Brook Financial Partners
Ohio
$241K – – –
M&T Bank
46
M&T Bank
New York
$219K +$219K +2,921 New
WSTAM
47
Wilbanks Smith & Thomas Asset Management
Virginia
$219K -$122K -1,630 -36%
CFS
48
Commonwealth Financial Services
West Virginia
$216K +$216K +2,873 New
UBS Group
49
UBS Group
Switzerland
$139K -$59.4K -791 -30%
Wells Fargo
50
Wells Fargo
California
$134K -$876K -11,663 -87%
1
2
3