Northern Trust Ultra-Short Fixed Income ETF
RAVI
61 hedge funds and large institutions have $854M invested in Northern Trust Ultra-Short Fixed Income ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 5 closing their positions.
220% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 5
20% more funds holding
Funds holding: 51 → 61 (+10)
18% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 17
8% more capital invested
Capital invested by funds: $791M → $854M (+$62.9M)
1.41% more ownership
Funds ownership: 91.03% → 92.44% (+1.4%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$55.3M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.92M |
| 3 |
LFA
Landmark Financial Advisors
Bowling Green,
Kentucky
|
+$1.46M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.2M |
| 5 |
GWP
Gateway Wealth Partners
Appleton,
Wisconsin
|
+$886K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
-$3.65M |
| 2 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$1.64M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.11M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$493K |
| 5 |
FNWM
Financial Network Wealth Management
Draper,
Utah
|
-$461K |
RAVI Hedge Fund Activity: Q1 2023 in Review
61 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Northern Trust Ultra-Short Fixed Income ETF (RAVI) for Q1 2023, worth a combined $854M — up 7.9% from $791M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new RAVI positions and 5 closed out — a net gain of 11 holders — while 20 added to existing stakes and 17 trimmed.
The largest buyer was Northern Trust, adding an estimated $55.3M. The largest seller was Interactive Financial Advisors, cutting an estimated $3.65M.
- 61 institutional investors held Northern Trust Ultra-Short Fixed Income ETF (RAVI) as of Q1 2023, up from 51 in Q4 2022.
- Funds reported $854M of Northern Trust Ultra-Short Fixed Income ETF stock for Q1 2023, up 7.9% quarter-over-quarter.
- 16 funds opened new Northern Trust Ultra-Short Fixed Income ETF positions in Q1 2023 and 5 closed out, a net change of +11 holders.
- The largest Northern Trust Ultra-Short Fixed Income ETF buyer in Q1 2023 was Northern Trust, an estimated $55.3M added.
- The largest Northern Trust Ultra-Short Fixed Income ETF seller in Q1 2023 was Interactive Financial Advisors, an estimated $3.65M sold.
Based on aggregated 13F filings for Q1 2023.