FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
53 hedge funds and large institutions have $1.1B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 8 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.59% less ownership
Funds ownership: 92.82% → 92.23% (-0.59%)
2% less capital invested
Capital invested by funds: $1.12B → $1.1B (-$19.9M)
5% less funds holding
Funds holding: 56 → 53 (-3)
11% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 18
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
Top Buyers
Top Sellers
| 1 |
Northern Trust
Chicago,
Illinois
|
-$93.6M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$6.58M |
| 3 |
CFA
Capstone Financial Advisors
Downers Grove,
Illinois
|
-$4.28M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.88M |
| 5 |
CCM
Chilton Capital Management
Houston,
Texas
|
-$1.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
AssetMark Inc
Concord,
California
| $5K | +$4.85K | +40 | New |
|
|
IA
52
IFP Advisors
Tampa,
Florida
| $4K | – | – | – |
|
|
AA
53
Advisory Alpha
Holland,
Michigan
| $4K | +$3.4K | +28 | New |
|
|
54
Citadel Advisors
Miami,
Florida
| – | -$1.88M | -16,582 | Closed |
|
|
CCM
55
Chilton Capital Management
Houston,
Texas
| – | -$1.11M | -9,750 | Closed |
|
|
AAS
56
Annex Advisory Services
Brookfield,
Wisconsin
| – | -$315K | -2,771 | Closed |
|
|
AIA
57
Alera Investment Advisors
Deerfield,
Illinois
| – | -$284K | -2,502 | Closed |
|
|
HR
58
Hayden Royal
Charlotte,
North Carolina
| – | -$201K | -1,769 | Closed |
|
59
Wells Fargo
San Francisco,
California
| – | -$140K | -1,156 | Closed |
|
|
KPW
60
Kore Private Wealth
New York
| – | -$48K | -425 | Closed |
|
|
PAG
61
Private Advisor Group
Morristown,
New Jersey
| – | -$27K | -242 | Closed |
|
TILT Hedge Fund Activity: Q3 2020 in Review
53 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) for Q3 2020, worth a combined $1.1B — down 1.8% from $1.12B a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of TILT and 5 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 16 added.
The largest buyer was Royal Bank of Canada, adding an estimated $2.45M. The largest seller was Northern Trust, cutting an estimated $93.6M.
- 53 institutional investors held FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) as of Q3 2020, down from 56 in Q2 2020.
- Funds reported $1.1B of FlexShares Morningstar US Market Factors Tilt Index Fund stock for Q3 2020, down 1.8% quarter-over-quarter.
- 5 funds opened new FlexShares Morningstar US Market Factors Tilt Index Fund positions in Q3 2020 and 8 closed out, a net change of -3 holders.
- The largest FlexShares Morningstar US Market Factors Tilt Index Fund buyer in Q3 2020 was Royal Bank of Canada, an estimated $2.45M added.
- The largest FlexShares Morningstar US Market Factors Tilt Index Fund seller in Q3 2020 was Northern Trust, an estimated $93.6M sold.
Based on aggregated 13F filings for Q3 2020.