FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
59 hedge funds and large institutions have $1.44B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 20 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
13% more capital invested
Capital invested by funds: $1.28B → $1.44B (+$160M)
4% more funds holding
Funds holding: 57 → 59 (+2)
0.07% more ownership
Funds ownership: 92.01% → 92.08% (+0.07%)
45% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 20
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $12K
Top Buyers
| 1 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$28.2M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$4.86M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.18M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.01M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$988K |
Top Sellers
| 1 |
EA
Efficient Advisors
Mason,
Ohio
|
-$4.08M |
| 2 |
Morgan Stanley
New York
|
-$2.14M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.55M |
| 4 |
CBT
Capital Bank & Trust
Irvine,
California
|
-$579K |
| 5 |
CFA
Capstone Financial Advisors
Downers Grove,
Illinois
|
-$533K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Rockefeller Capital Management
New York
| $94K | -$80.9K | -525 | -47% |
|
|
TFGT
52
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $56K | – | – | – |
|
|
POIA
53
Pin Oak Investment Advisors
Houston,
Texas
| $24K | – | – | – |
|
|
GWM
54
Geneos Wealth Management
Englewood,
Colorado
| $17K | – | – | – |
|
|
HI
55
Harbour Investments
Madison,
Wisconsin
| $12K | +$11.7K | +76 | New |
|
|
NFSG
56
Newbridge Financial Services Group
Boca Raton,
Florida
| $11K | +$10.3K | +67 | New |
|
|
HFA
57
HC Financial Advisors
Lafayette,
California
| $9K | – | – | – |
|
|
NFG
58
Next Financial Group
Houston,
Texas
| $8K | +$7.55K | +49 | New |
|
|
IA
59
IFP Advisors
Tampa,
Florida
| $5K | – | – | – |
|
|
CBT
60
Capital Bank & Trust
Irvine,
California
| – | -$579K | -3,999 | Closed |
|
61
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$260K | -1,799 | Closed |
|
|
IA
62
Inspire Advisors
Meridian,
Idaho
| – | -$24K | -163 | Closed |
|
TILT Hedge Fund Activity: Q1 2021 in Review
59 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) for Q1 2021, worth a combined $1.44B — up 13% from $1.28B a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new TILT positions and 3 closed out — a net gain of 3 holders — while 11 added to existing stakes and 20 trimmed.
The largest buyer was Quantitative Advantage, opening a new position worth an estimated $28.2M. The largest seller was Efficient Advisors, cutting an estimated $4.08M.
- 59 institutional investors held FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) as of Q1 2021, up from 57 in Q4 2020.
- Funds reported $1.44B of FlexShares Morningstar US Market Factors Tilt Index Fund stock for Q1 2021, up 13% quarter-over-quarter.
- 6 funds opened new FlexShares Morningstar US Market Factors Tilt Index Fund positions in Q1 2021 and 3 closed out, a net change of +3 holders.
- The largest FlexShares Morningstar US Market Factors Tilt Index Fund buyer in Q1 2021 was Quantitative Advantage, an estimated $28.2M added.
- The largest FlexShares Morningstar US Market Factors Tilt Index Fund seller in Q1 2021 was Efficient Advisors, an estimated $4.08M sold.
Based on aggregated 13F filings for Q1 2021.