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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

75 hedge funds and large institutions have $1.28B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 29 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,375% more call options, than puts

Call options by funds: $59K | Put options by funds: $4K

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

9% more funds holding

Funds holding: 69 → 75 (+6)

2% more capital invested

Capital invested by funds: $1.26B → $1.28B (+$20.2M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.12% less ownership

Funds ownership: 92% → 91.88% (-0.12%)

55% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 29

Holders
75
Holders Change
+6
Holders Change %
+8.7%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
13
Reduced
29
Closed
4
Calls
$59K
Puts
$4K
Net Calls
+$55K
Net Calls Change
+$29K

Top Buyers

1
CRI
Colonial River Investments
Virginia
+$2.32M
2
Citadel Advisors
Citadel Advisors
Florida
+$2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$907K
4
HighTower Advisors
HighTower Advisors
Illinois
+$886K
5
LSA
L & S Advisors
California
+$646K

Top Sellers

1
Northern Trust
Northern Trust
Illinois
-$20.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.38M
3
RW
RVW Wealth
California
-$2.68M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.26M
5
IFA
Interactive Financial Advisors
Illinois
-$769K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$1.32M -$4.38M -28,097 -77%
PO
27
Private Ocean
California
$1.18M -$77.2K -495 -6%
Corient Private Wealth
28
Corient Private Wealth
Florida
$1.15M -$403K -2,584 -26%
IWC
29
Integrated Wealth Concepts
Massachusetts
$1.06M -$15.8K -101 -1%
KAS
30
Kestra Advisory Services
Texas
$1.04M -$14.8K -95 -1%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.04M -$118K -758 -10%
Goldman Sachs
32
Goldman Sachs
New York
$1.02M – – –
HighTower Advisors
33
HighTower Advisors
Illinois
$891K +$886K +5,680 New
PCA
34
Prosperity Capital Advisors
Ohio
$865K -$397K -2,545 -32%
GSB
35
Greenfield Savings Bank
Massachusetts
$863K – – –
PNC
36
Park National Corp
Ohio
$783K -$104K -668 -12%
HIM
37
Hanlon Investment Management
New Jersey
$703K +$76.3K +489 +12%
TF
38
TIAA FSB
Florida
$665K – – –
LSA
39
L & S Advisors
California
$649K +$646K +4,141 New
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$600K +$13.7K +88 +2%
WA
41
Wealth Architects
California
$593K -$11.4K -73 -2%
PMFA
42
Plante Moran Financial Advisors
Michigan
$555K – – –
AF
43
Allworth Financial
California
$493K – – –
USCWA
44
U.S. Capital Wealth Advisors
Texas
$483K – – –
DBT
45
Dubuque Bank & Trust
Iowa
$475K – – –
BPA
46
Beacon Pointe Advisors
California
$455K +$452K +2,900 New
TRCT
47
Tower Research Capital (TRC)
New York
$443K -$144K -921 -25%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$424K – – –
ST
49
Sageworth Trust
Pennsylvania
$394K – – –
3LCM
50
3D/L Capital Management
Connecticut
$374K +$54.1K +347 +17%
1
2
3 4

TILT Hedge Fund Activity: Q1 2023 in Review

75 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) for Q1 2023, worth a combined $1.28B — up 1.6% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new TILT positions and 4 closed out — a net gain of 7 holders — while 13 added to existing stakes and 29 trimmed.

The largest buyer was Colonial River Investments, opening a new position worth an estimated $2.32M. The largest seller was Northern Trust, cutting an estimated $20.8M.

  • 75 institutional investors held FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) as of Q1 2023, up from 69 in Q4 2022.
  • Funds reported $1.28B of FlexShares Morningstar US Market Factors Tilt Index Fund stock for Q1 2023, up 1.6% quarter-over-quarter.
  • 11 funds opened new FlexShares Morningstar US Market Factors Tilt Index Fund positions in Q1 2023 and 4 closed out, a net change of +7 holders.
  • The largest FlexShares Morningstar US Market Factors Tilt Index Fund buyer in Q1 2023 was Colonial River Investments, an estimated $2.32M added.
  • The largest FlexShares Morningstar US Market Factors Tilt Index Fund seller in Q1 2023 was Northern Trust, an estimated $20.8M sold.

Based on aggregated 13F filings for Q1 2023.