FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
33 hedge funds and large institutions have $182M invested in FlexShares Credit-Scored US Corporate Bond Index Fund in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
59% more capital invested
Capital invested by funds: $114M → $182M (+$67.8M)
32% more funds holding
Funds holding: 25 → 33 (+8)
5.03% more ownership
Funds ownership: 71.85% → 76.88% (+5%)
42% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$7.37M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.85M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.79M |
| 4 |
CPO
Cerity Partners OCIO
New York
|
+$925K |
| 5 |
BCM
Boltwood Capital Management
Walnut Creek,
California
|
+$664K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CNBT
Cornerstone National Bank & Trust
Palatine,
Illinois
|
-$4.66M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$315K |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$279K |
| 4 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
-$118K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$77.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $36K | – | – | – |
|
27
Osaic Holdings
Scottsdale,
Arizona
| $21K | +$20.9K | +453 | New |
|
28
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $11.9K | +$11.8K | +256 | New |
|
29
UBS Group
Zurich,
Switzerland
| $9.18K | +$9.12K | +198 | New |
|
|
TRCT
30
Tower Research Capital (TRC)
New York
| $5K | +$4.01K | +87 | +669% |
|
|
CSWM
31
Cassady Schiller Wealth Management
Cincinnati,
Ohio
| $4.68K | +$4.65K | +101 | New |
|
|
HS
32
Horan Securities
Cincinnati,
United States
| $232 | -$32.1K | -698 | -99% |
|
33
Fidelity Investments
Boston,
Massachusetts
| $46 | +$46 | +1 | New |
|
|
MCC
34
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$33K | -727 | Closed |
|
35
Wells Fargo
San Francisco,
California
| – | -$46 | -1 | Closed |
|
SKOR Hedge Fund Activity: Q4 2022 in Review
33 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) for Q4 2022, worth a combined $182M — up 59% from $114M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SKOR positions and 2 closed out — a net gain of 9 holders — while 7 added to existing stakes and 12 trimmed.
The largest buyer was Jane Street, adding an estimated $7.37M. The largest seller was Cornerstone National Bank & Trust, cutting an estimated $4.66M.
- 33 institutional investors held FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) as of Q4 2022, up from 25 in Q3 2022.
- Funds reported $182M of FlexShares Credit-Scored US Corporate Bond Index Fund stock for Q4 2022, up 59% quarter-over-quarter.
- 11 funds opened new FlexShares Credit-Scored US Corporate Bond Index Fund positions in Q4 2022 and 2 closed out, a net change of +9 holders.
- The largest FlexShares Credit-Scored US Corporate Bond Index Fund buyer in Q4 2022 was Jane Street, an estimated $7.37M added.
- The largest FlexShares Credit-Scored US Corporate Bond Index Fund seller in Q4 2022 was Cornerstone National Bank & Trust, an estimated $4.66M sold.
Based on aggregated 13F filings for Q4 2022.