FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
SKOR
29 hedge funds and large institutions have $99.5M invested in FlexShares Credit-Scored US Corporate Bond Index Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
22.8% less ownership
Funds ownership: 63.95% → 41.15% (-23%)
34% less capital invested
Capital invested by funds: $151M → $99.5M (-$51.7M)
Holders
29
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$8.27M | |
| 2 | +$896K | |
| 3 | +$550K | |
| 4 |
TC
Trilogy Capital
Irvine,
California
|
+$532K |
| 5 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$307K |
Top Sellers
| 1 | -$7.17M | |
| 2 | -$1.19M | |
| 3 | -$1.07M | |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$319K |
| 5 |
SWRP
Summit Wealth & Retirement Planning
San Ramon,
California
|
-$293K |