FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
75 hedge funds and large institutions have $1.28B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 29 reducing their positions, and 4 closing their positions.
1,375% more call options, than puts
Call options by funds: $59K | Put options by funds: $4K
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
9% more funds holding
Funds holding: 69 → 75 (+6)
2% more capital invested
Capital invested by funds: $1.26B → $1.28B (+$20.2M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.12% less ownership
Funds ownership: 92% → 91.88% (-0.12%)
55% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRI
Colonial River Investments
Midlothian,
Virginia
|
+$2.32M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$2M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$907K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$886K |
| 5 |
LSA
L & S Advisors
Los Angeles,
California
|
+$646K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$20.8M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.38M |
| 3 |
RW
RVW Wealth
Los Angeles,
California
|
-$2.68M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.26M |
| 5 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
-$769K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IFA
76
Interactive Financial Advisors
New Lenox,
Illinois
| – | -$769K | -5,172 | Closed |
|
77
AssetMark Inc
Concord,
California
| – | -$153K | -1,029 | Closed |
|
78
Rockefeller Capital Management
New York
| – | -$88K | -593 | Closed |
|
|
TFGT
79
TS Financial Group (TSFG)
Lake Forest,
Illinois
| – | -$52K | -350 | Closed |
|
TILT Hedge Fund Activity: Q1 2023 in Review
75 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) for Q1 2023, worth a combined $1.28B — up 1.6% from $1.26B a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new TILT positions and 4 closed out — a net gain of 7 holders — while 13 added to existing stakes and 29 trimmed.
The largest buyer was Colonial River Investments, opening a new position worth an estimated $2.32M. The largest seller was Northern Trust, cutting an estimated $20.8M.
- 75 institutional investors held FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) as of Q1 2023, up from 69 in Q4 2022.
- Funds reported $1.28B of FlexShares Morningstar US Market Factors Tilt Index Fund stock for Q1 2023, up 1.6% quarter-over-quarter.
- 11 funds opened new FlexShares Morningstar US Market Factors Tilt Index Fund positions in Q1 2023 and 4 closed out, a net change of +7 holders.
- The largest FlexShares Morningstar US Market Factors Tilt Index Fund buyer in Q1 2023 was Colonial River Investments, an estimated $2.32M added.
- The largest FlexShares Morningstar US Market Factors Tilt Index Fund seller in Q1 2023 was Northern Trust, an estimated $20.8M sold.
Based on aggregated 13F filings for Q1 2023.