FlexShares Ultra-Short Income Fund
RAVI
59 hedge funds and large institutions have $1.09B invested in FlexShares Ultra-Short Income Fund in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
11% more funds holding
Funds holding: 53 → 59 (+6)
9% more capital invested
Capital invested by funds: $1B → $1.09B (+$85.5M)
0.51% more ownership
Funds ownership: 92.22% → 92.74% (+0.51%)
11% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$94.5M |
| 2 |
Morgan Stanley
New York
|
+$858K |
| 3 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
+$801K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$334K |
| 5 |
TI
TrueMark Investments
Chicago,
Illinois
|
+$265K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.62M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$1M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$834K |
| 4 |
IFPG
Intrepid Financial Planning Group
Carmel,
Indiana
|
-$398K |
| 5 |
Jane Street
New York
|
-$363K |
RAVI Hedge Fund Activity: Q4 2024 in Review
59 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FlexShares Ultra-Short Income Fund (RAVI) for Q4 2024, worth a combined $1.09B — up 8.5% from $1B a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new RAVI positions and 7 closed out — a net gain of 6 holders — while 17 added to existing stakes and 19 trimmed.
The largest buyer was Northern Trust, adding an estimated $94.5M. The largest seller was Royal Bank of Canada, cutting an estimated $1.62M.
- 59 institutional investors held FlexShares Ultra-Short Income Fund (RAVI) as of Q4 2024, up from 53 in Q3 2024.
- Funds reported $1.09B of FlexShares Ultra-Short Income Fund stock for Q4 2024, up 8.5% quarter-over-quarter.
- 13 funds opened new FlexShares Ultra-Short Income Fund positions in Q4 2024 and 7 closed out, a net change of +6 holders.
- The largest FlexShares Ultra-Short Income Fund buyer in Q4 2024 was Northern Trust, an estimated $94.5M added.
- The largest FlexShares Ultra-Short Income Fund seller in Q4 2024 was Royal Bank of Canada, an estimated $1.62M sold.
Based on aggregated 13F filings for Q4 2024.