FlexShares Ultra-Short Income Fund
RAVI
55 hedge funds and large institutions have $94.5M invested in FlexShares Ultra-Short Income Fund in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
14% more capital invested
Capital invested by funds: $83.2M → $94.5M (+$11.3M)
8% more funds holding
Funds holding: 51 → 55 (+4)
2.34% more ownership
Funds ownership: 67.21% → 69.55% (+2.3%)
17% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 23
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$7.82M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.17M |
| 3 |
BCM
Boltwood Capital Management
Walnut Creek,
California
|
+$1.73M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$1.06M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$863K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$28.1M |
| 2 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
-$745K |
| 3 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$736K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$607K |
| 5 |
Morgan Stanley
New York
|
-$421K |
RAVI Hedge Fund Activity: Q2 2021 in Review
55 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in FlexShares Ultra-Short Income Fund (RAVI) for Q2 2021, worth a combined $94.5M — up 14% from $83.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new RAVI positions and 1 closed out — a net gain of 4 holders — while 19 added to existing stakes and 23 trimmed.
The largest buyer was Allworth Financial, adding an estimated $7.82M. The largest seller was Northern Trust, cutting an estimated $28.1M.
- 55 institutional investors held FlexShares Ultra-Short Income Fund (RAVI) as of Q2 2021, up from 51 in Q1 2021.
- Funds reported $94.5M of FlexShares Ultra-Short Income Fund stock for Q2 2021, up 14% quarter-over-quarter.
- 5 funds opened new FlexShares Ultra-Short Income Fund positions in Q2 2021 and 1 closed out, a net change of +4 holders.
- The largest FlexShares Ultra-Short Income Fund buyer in Q2 2021 was Allworth Financial, an estimated $7.82M added.
- The largest FlexShares Ultra-Short Income Fund seller in Q2 2021 was Northern Trust, an estimated $28.1M sold.
Based on aggregated 13F filings for Q2 2021.