TILT icon

FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

Overview Fund Trends Analyst Outlook Journalist POV

33 hedge funds and large institutions have $992M invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10: →

less ownership

Funds ownership: →

6% less funds holding

Funds holding: 35 → 33 (-2)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
33
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$5.28M
2
+$5.05M
3
+$2.35M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.6M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$1.58M

Top Sellers

1
-$13.5M
2
-$2.77M
3
-$1.14M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$768K
5
ST
Sentinel Trust
Texas
-$497K
Name Holding Trade Value Shares
Change 		Change in
Stake
26
$207K
27
$161K
28
$100K
29
$74K
30
$27K
31
$18K
32
$15K
33
–
34
–
35
–
36
–
37
–
38
–
1
2