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FlexShares Ultra-Short Income Fund
RAVI

Overview Fund Activity

57 hedge funds and large institutions have $1.08B invested in FlexShares Ultra-Short Income Fund in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-7
Holders Change %
-10.94%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
12
Reduced
23
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$986M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$13.1M
3
IFA
Interactive Financial Advisors
Illinois
$6.6M
4
JWCA
J.W. Cole Advisors
Florida
$1M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$1.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$7.25M
2
Jane Street
Jane Street
New York
$2.99M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.13M
5
OMC
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
26
Lunt Capital Management
Utah
$770K – – –
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$735K -$92.4K -1,224 -11%
RMAM
28
Raab & Moskowitz Asset Management
New Jersey
$652K -$58.5K -775 -8%
Osaic Holdings
29
Osaic Holdings
Arizona
$625K -$105K -1,395 -14%
1W
30
1776 Wealth
Georgia
$623K – – –
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$534K -$394K -5,225 -42%
BPA
32
Beacon Pointe Advisors
California
$519K – – –
RPC
33
Rossmore Private Capital
Connecticut
$427K – – –
IFPG
34
Intrepid Financial Planning Group
Indiana
$426K – – –
HighTower Advisors
35
HighTower Advisors
Illinois
$321K -$3.17K -42 -1%
FAM
36
Flaharty Asset Management
Florida
$305K – – –
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$287K -$4.61K -61 -2%
KFS
38
Keynote Financial Services
Connecticut
$273K +$273K +3,614 New
SDH
39
Sloy Dahl & Holst
Washington
$248K – – –
FCH
40
Freestone Capital Holdings
Washington
$228K +$228K +3,026 New
HIM
41
Hanlon Investment Management
New Jersey
$228K -$237K -3,140 -51%
M&T Bank
42
M&T Bank
New York
$220K – – –
CBFP
43
Cedar Brook Financial Partners
Ohio
$212K – – –
CA
44
Cetera Advisors
Colorado
$210K +$210K +2,778 New
FFA
45
Farther Finance Advisors
California
$53K – – –
Comerica Bank
46
Comerica Bank
Texas
$46.6K +$12.5K +166 +37%
SWM
47
Spire Wealth Management
Virginia
$31.7K – – –
CA
48
CoreCap Advisors
Michigan
$29.9K +$29.9K +396 New
CAL
49
Capital Analysts LLC
Pennsylvania
$19K – – –
Wells Fargo
50
Wells Fargo
California
$14.7K -$91.4K -1,209 -86%
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