We are live on ! Find out more
SKOR icon

FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR

45 hedge funds and large institutions have $416M invested in FlexShares Credit-Scored US Corporate Bond Index Fund in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 9

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

21% more capital invested

Capital invested by funds: $343M → $416M (+$73.2M)

15% more funds holding

Funds holding: 39 → 45 (+6)

5.6% more ownership

Funds ownership: 85.94% → 91.54% (+5.6%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
45
Holders Change
+6
Holders Change %
+15.38%
% of All Funds
0.65%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
10
Increased
24
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$25.9M
2
Northern Trust
Northern Trust
Illinois
+$18M
3
Morgan Stanley
Morgan Stanley
New York
+$5.22M
4
AWM
AE Wealth Management
Kansas
+$4.02M
5
FTUS
Flow Traders U.S.
New York
+$3.48M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.12M
2
TWP
Triad Wealth Partners
Kansas
-$1.39M
3
CNBT
Cornerstone National Bank & Trust
Illinois
-$795K
4
BAM
Belpointe Asset Management
Nevada
-$254K
5
I
INVST
Indiana
-$225K
Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
26
Redhawk Wealth Advisors
Minnesota
$528K +$106K +2,187 +26%
MML Investors Services
27
MML Investors Services
Massachusetts
$440K +$59K +1,218 +16%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$350K +$14.5K +300 +4%
CPL
29
CAP Partners LLC
Tennessee
$343K +$339K +6,990 New
AA
30
Advisory Alpha
Michigan
$317K +$16.8K +347 +6%
BWA
31
Burt Wealth Advisors
Maryland
$294K – – –
M1FG
32
Mach-1 Financial Group
Arkansas
$258K +$254K +5,251 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$224K +$220K +4,550 New
IAA
34
Independent Advisor Alliance
North Carolina
$212K +$209K +4,324 New
Citigroup
35
Citigroup
New York
$95.8K +$24.2K +500 +34%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$71.3K -$2.12M -43,875 -97%
JP Morgan Chase
37
JP Morgan Chase
New York
$70K +$69K +1,425 New
UBS Group
38
UBS Group
Switzerland
$42.6K +$19.2K +397 +84%
Osaic Holdings
39
Osaic Holdings
Arizona
$35K +$533 +11 +2%
ACM
40
Anfield Capital Management
California
$25.6K +$25.3K +522 New
HI
41
Harbour Investments
Wisconsin
$23.3K -$3.2K -66 -12%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$13K +$12.4K +256 New
PA
43
PSI Advisors
Florida
$12.5K +$9.88K +204 +400%
CAS
44
Coppell Advisory Solutions
Texas
$7.23K – – –
Fidelity Investments
45
Fidelity Investments
Massachusetts
$121 +$97 +2 New
Wells Fargo
46
Wells Fargo
California
$6 -$48 -1 Closed
BAM
47
Belpointe Asset Management
Nevada
– -$254K -5,353 Closed
GG
48
Gleason Group
Kentucky
– -$65.8K -1,387 Closed
GI
49
Gradient Investments
Minnesota
– -$51.8K -1,091 Closed
1
2

SKOR Hedge Fund Activity: Q3 2024 in Review

45 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) for Q3 2024, worth a combined $416M — up 21% from $343M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SKOR positions and 4 closed out — a net gain of 6 holders — while 24 added to existing stakes and 9 trimmed.

The largest buyer was Jane Street, adding an estimated $25.9M. The largest seller was Bank of Montreal, cutting an estimated $2.12M.

  • 45 institutional investors held FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) as of Q3 2024, up from 39 in Q2 2024.
  • Funds reported $416M of FlexShares Credit-Scored US Corporate Bond Index Fund stock for Q3 2024, up 21% quarter-over-quarter.
  • 10 funds opened new FlexShares Credit-Scored US Corporate Bond Index Fund positions in Q3 2024 and 4 closed out, a net change of +6 holders.
  • The largest FlexShares Credit-Scored US Corporate Bond Index Fund buyer in Q3 2024 was Jane Street, an estimated $25.9M added.
  • The largest FlexShares Credit-Scored US Corporate Bond Index Fund seller in Q3 2024 was Bank of Montreal, an estimated $2.12M sold.

Based on aggregated 13F filings for Q3 2024.