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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
TILT
57 hedge funds and large institutions have $1.28B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 20 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
17% more capital invested
Capital invested by funds: $1.1B → $1.28B (+$181M)
8% more funds holding
Funds holding: 53 → 57 (+4)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.22% less ownership
Funds ownership: 92.23% → 92.01% (-0.22%)
55% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 20
Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
1.01%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
9
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$2.51M |
| 2 |
Goldman Sachs
New York
|
+$2.15M |
| 3 |
SWM
SVA Wealth Management
Madison,
Wisconsin
|
+$1.44M |
| 4 |
CJA
C-J Advisory
San Jose,
California
|
+$754K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$714K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFGT
51
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $51K | – | – | – |
|
52
Wells Fargo
San Francisco,
California
| $44K | +$40.6K | +302 | New |
|
|
IA
53
Inspire Advisors
Meridian,
Idaho
| $24K | +$21.9K | +163 | New |
|
|
POIA
54
Pin Oak Investment Advisors
Houston,
Texas
| $22K | – | – | – |
|
|
GWM
55
Geneos Wealth Management
Englewood,
Colorado
| $16K | +$134 | +1 | +1% |
|
|
HFA
56
HC Financial Advisors
Lafayette,
California
| $8K | – | – | – |
|
|
IA
57
IFP Advisors
Tampa,
Florida
| $4K | – | – | – |
|
|
FTUS
58
Flow Traders U.S.
New York
| – | -$1.3M | -10,651 | Closed |
|
|
PA
59
Planning Alternatives
Birmingham,
Michigan
| – | -$577K | -4,727 | Closed |
|
60
MML Investors Services
Springfield,
Massachusetts
| – | -$350K | -2,871 | Closed |
|
|
APA
61
American Portfolios Advisors
Holbrook,
New York
| – | -$36.6K | -300 | Closed |
|
62
AssetMark Inc
Concord,
California
| – | -$5K | -40 | Closed |
|
|
AA
63
Advisory Alpha
Holland,
Michigan
| – | -$4K | -28 | Closed |
|