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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
TILT
59 hedge funds and large institutions have $1.41B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
11% more funds holding
Funds holding: 53 → 59 (+6)
7% more capital invested
Capital invested by funds: $1.32B → $1.41B (+$86.7M)
0.65% less ownership
Funds ownership: 92.59% → 91.93% (-0.65%)
32% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 19
Holders
59
Holders Change
+6
Holders Change %
+11.32%
% of All Funds
1.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
13
Increased
13
Reduced
19
Closed
5
Calls
$144K
Puts
–
Net Calls
+$144K
Net Calls Change
+$144K
Top Buyers
Top Sellers
| 1 |
Northern Trust
Chicago,
Illinois
|
-$13.2M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.75M |
| 3 |
CJA
C-J Advisory
San Jose,
California
|
-$3.46M |
| 4 |
Jane Street
New York
|
-$3.22M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.31M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APA
51
American Portfolios Advisors
Holbrook,
New York
| $44.5K | – | – | – |
|
|
TFGT
52
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $44K | – | – | – |
|
|
PA
53
PSI Advisors
Tampa,
Florida
| $40K | +$38.9K | +320 | New |
|
54
Wells Fargo
San Francisco,
California
| $37K | – | – | – |
|
|
GTAM
55
Global Trust Asset Management
West Palm Beach,
Florida
| $34K | +$486 | +4 | +2% |
|
|
POIA
56
Pin Oak Investment Advisors
Houston,
Texas
| $19K | – | – | – |
|
|
ASN
57
Advisory Services Network
Atlanta,
Georgia
| $17K | – | – | – |
|
|
EW
58
Evoke Wealth
Los Angeles,
California
| $15.9K | +$57.6K | +474 | New |
|
|
GWM
59
Geneos Wealth Management
Englewood,
Colorado
| $12K | -$8.99K | -74 | -43% |
|
|
60
Jane Street
New York
| – | -$3.22M | -27,542 | Closed |
|
61
Citadel Advisors
Miami,
Florida
| – | -$1.09M | -9,334 | Closed |
|
|
FFA
62
First Foundation Advisors
Irvine,
California
| – | -$304K | -2,600 | Closed |
|
|
FAAS
63
First Allied Advisory Services
San Diego,
California
| – | -$61K | -521 | Closed |
|
|
NIC
64
Northwest Investment Counselors
Lake Oswego,
Oregon
| – | -$49K | -415 | Closed |
|