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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

91 hedge funds and large institutions have $1.56B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 33 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.48B → $1.56B (+$82.6M)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

1% less funds holding

Funds holding: 92 → 91 (-1)

1.37% less ownership

Funds ownership: 92.94% → 91.57% (-1.4%)

55% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 33

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
15
Reduced
33
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$5.38M
2
WANY
Wealthspire Advisors (New York)
New York
+$2.7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.4M
4
FTUS
Flow Traders U.S.
New York
+$1.28M
5
Jane Street
Jane Street
New York
+$807K

Top Sellers

Rank Fund Capital Flow
1
EA
Efficient Advisors
Ohio
-$12M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.37M
3
SAG
SageView Advisory Group
California
-$2.24M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.13M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$825K
Name Holding Trade Value Shares
Change 		Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$1.56M +$1.28M +6,262 +588%
Comerica Bank
27
Comerica Bank
Texas
$1.51M – – –
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$1.44M +$27.1K +132 +2%
Bank of America
29
Bank of America
North Carolina
$1.42M -$410 -2 -0%
Goldman Sachs
30
Goldman Sachs
New York
$1.39M – – –
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$1.31M +$13.3K +65 +1%
KAS
32
Kestra Advisory Services
Texas
$1.27M -$311K -1,516 -20%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$1.23M – – –
Osaic Holdings
34
Osaic Holdings
Arizona
$1.19M -$275K -1,339 -19%
GSB
35
Greenfield Savings Bank
Massachusetts
$1.17M – – –
IWC
36
Integrated Wealth Concepts
Massachusetts
$1.15M -$6.97K -34 -0.6%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$1.09M +$176K +858 +20%
TCBWMS
38
Texas Capital Bank Wealth Management Services
Texas
$1.09M – – –
Jane Street
39
Jane Street
New York
$1.07M +$807K +3,934 +359%
HIM
40
Hanlon Investment Management
New Jersey
$1.05M +$55.2K +269 +6%
PNC
41
Park National Corp
Ohio
$910K +$9.02K +44 +1%
TIAA Trust, National Association
42
TIAA Trust, National Association
North Carolina
$903K – – –
Lido Advisors
43
Lido Advisors
California
$861K +$450K +2,192 +118%
PMFA
44
Plante Moran Financial Advisors
Michigan
$753K – – –
KeyBank National Association
45
KeyBank National Association
Ohio
$700K – – –
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$666K -$19.7K -96 -3%
AF
47
Allworth Financial
California
$650K – – –
HB
48
HTLF Bank
Colorado
$645K – – –
ZIM
49
Zacks Investment Management
Illinois
$617K -$482K -2,350 -45%
KPP
50
Kings Path Partners
Texas
$614K -$14.8K -72 -2%
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TILT Hedge Fund Activity: Q3 2024 in Review

91 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) for Q3 2024, worth a combined $1.56B — up 5.6% from $1.48B a quarter earlier.

Fund positioning in TILT was balanced in Q3 2024: 4 funds opened new positions, 4 closed out, 15 added to existing stakes and 33 trimmed.

The largest buyer was Northern Trust, adding an estimated $5.38M. The largest seller was Efficient Advisors, cutting an estimated $12M.

  • 91 institutional investors held FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) as of Q3 2024, down from 92 in Q2 2024.
  • Funds reported $1.56B of FlexShares Morningstar US Market Factors Tilt Index Fund stock for Q3 2024, up 5.6% quarter-over-quarter.
  • 4 funds opened new FlexShares Morningstar US Market Factors Tilt Index Fund positions in Q3 2024 and 4 closed out, a net change of 0 holders.
  • The largest FlexShares Morningstar US Market Factors Tilt Index Fund buyer in Q3 2024 was Northern Trust, an estimated $5.38M added.
  • The largest FlexShares Morningstar US Market Factors Tilt Index Fund seller in Q3 2024 was Efficient Advisors, an estimated $12M sold.

Based on aggregated 13F filings for Q3 2024.