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FlexShares Ultra-Short Income Fund

18 hedge funds and large institutions have $19.2M invested in FlexShares Ultra-Short Income Fund in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more capital invested

Capital invested by funds: $8.46M → $19.2M (+$10.7M)

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0% more funds holding

Funds holding: 1818 (0)

20.16% less ownership

Funds ownership: 78.16%57.99% (-20%)

88% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 8

Holders
18
Holders Change
Holders Change %
0%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
1
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$10.2M +$10.2M +135,499 New
Morgan Stanley
2
Morgan Stanley
New York
$1.03M +$108K +1,425 +12%
Northern Trust
3
Northern Trust
Illinois
$981K -$29.5M -391,171 -27%
PAG
4
Private Advisor Group
New Jersey
$889K -$192K -2,550 -18%
IFA
5
Interactive Financial Advisors
Illinois
$887K -$16.8K -222 -2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$759K +$758K +10,050 New
Citadel Advisors
7
Citadel Advisors
Florida
$756K +$756K +10,017 New
UBS Group
8
UBS Group
Switzerland
$678K -$354K -4,691 -34%
AFP
9
Ausdal Financial Partners
Iowa
$570K +$569K +7,545 New
FHC
10
First Heartland Consultants
Missouri
$494K -$12.8K -170 -3%
CWM
11
Concert Wealth Management
California
$475K
SFS
12
Sowell Financial Services
Arkansas
$475K +$474K +6,287 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$419K -$285K -3,780 -41%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$234K +$234K +3,100 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$107K
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$91K
Bank of America
17
Bank of America
North Carolina
$73K -$14.9K -198 -17%
Citigroup
18
Citigroup
New York
$4K -$3.92K -52 -47%
WSTAM
19
Wilbanks Smith & Thomas Asset Management
Virginia
-$685K -9,075 Closed
VKH
20
Virtu KCG Holdings
New York
-$659K -8,722 Closed
US Bancorp
21
US Bancorp
Minnesota
-$14K -188 Closed
AG
22
Advisor Group
Arizona
-$2K -27 Closed
CFD
23
Creative Financial Designs
Indiana
-$2K -20 Closed

RAVI Hedge Fund Activity: Q1 2017 in Review

18 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in FlexShares Ultra-Short Income Fund (RAVI) for Q1 2017, worth a combined $19.2M — up 126% from $8.46M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new RAVI positions and 5 closed out — a net gain of 1 holder — while 1 added to existing stakes and 8 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $10.2M. The largest seller was Northern Trust, cutting an estimated $29.5M.

  • 18 institutional investors held FlexShares Ultra-Short Income Fund (RAVI) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $19.2M of FlexShares Ultra-Short Income Fund stock for Q1 2017, up 126% quarter-over-quarter.
  • 6 funds opened new FlexShares Ultra-Short Income Fund positions in Q1 2017 and 5 closed out, a net change of +1 holder.
  • The largest FlexShares Ultra-Short Income Fund buyer in Q1 2017 was Jane Street, an estimated $10.2M added.
  • The largest FlexShares Ultra-Short Income Fund seller in Q1 2017 was Northern Trust, an estimated $29.5M sold.

Based on aggregated 13F filings for Q1 2017.