FlexShares Ultra-Short Income Fund
RAVI
RAVI
61 hedge funds and large institutions have $921M invested in FlexShares Ultra-Short Income Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
14% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 22
Holders
61
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$50.7M | |
| 2 | +$10.9M | |
| 3 | +$3.79M | |
| 4 |
LFA
Landmark Financial Advisors
Bowling Green,
Kentucky
|
+$2.53M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.57M |
Top Sellers
| 1 | -$1.64M | |
| 2 | -$855K | |
| 3 | -$845K | |
| 4 |
GT
Greenleaf Trust
Kalamazoo,
Michigan
|
-$696K |
| 5 |
CFG
Citizens Financial Group
Providence,
Rhode Island
|
-$690K |