FlexShares Ultra-Short Income Fund
RAVI
18 hedge funds and large institutions have $8.4M invested in FlexShares Ultra-Short Income Fund in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 10 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
0% more funds holding
Funds holding: 18 → 18 (0)
2.98% less ownership
Funds ownership: 55.15% → 52.17% (-3%)
18% less capital invested
Capital invested by funds: $10.3M → $8.4M (-$1.85M)
70% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$768K |
| 2 |
SAM
SignalPoint Asset Management
Springfield,
Missouri
|
+$323K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$28.5K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.44K |
| 5 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$378 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$3.02M |
| 2 |
Jane Street
New York
|
-$869K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$839K |
| 4 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
-$301K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$198K |
RAVI Hedge Fund Activity: Q3 2017 in Review
18 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in FlexShares Ultra-Short Income Fund (RAVI) for Q3 2017, worth a combined $8.4M — down 18% from $10.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new RAVI positions and 1 closed out — a net gain of 1 holder — while 3 added to existing stakes and 10 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $768K. The largest seller was Northern Trust, cutting an estimated $3.02M.
- 18 institutional investors held FlexShares Ultra-Short Income Fund (RAVI) as of Q3 2017, unchanged from Q2 2017.
- Funds reported $8.4M of FlexShares Ultra-Short Income Fund stock for Q3 2017, down 18% quarter-over-quarter.
- 2 funds opened new FlexShares Ultra-Short Income Fund positions in Q3 2017 and 1 closed out, a net change of +1 holder.
- The largest FlexShares Ultra-Short Income Fund buyer in Q3 2017 was Cambridge Investment Research Advisors, an estimated $768K added.
- The largest FlexShares Ultra-Short Income Fund seller in Q3 2017 was Northern Trust, an estimated $3.02M sold.
Based on aggregated 13F filings for Q3 2017.