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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
TILT
81 hedge funds and large institutions have $1.28B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 29 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
7% more funds holding
Funds holding: 76 → 81 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.32% less ownership
Funds ownership: 91.91% → 91.58% (-0.32%)
6% less capital invested
Capital invested by funds: $1.35B → $1.28B (-$79.1M)
59% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 29
Holders
81
Holders Change
+5
Holders Change %
+6.58%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
12
Reduced
29
Closed
2
Calls
$101K
Puts
–
Net Calls
+$101K
Net Calls Change
+$85K
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
POIA
76
Pin Oak Investment Advisors
Houston,
Texas
| $24K | – | – | – |
|
|
AWM
77
Avior Wealth Management
Omaha,
Nebraska
| $9.94K | +$10.4K | +61 | New |
|
|
CTWM
78
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| $4.24K | – | – | – |
|
|
FFA
79
Farther Finance Advisors
San Francisco,
California
| $3.42K | – | – | – |
|
|
BAAM
80
Baker Avenue Asset Management
San Francisco,
California
| $2.77K | +$2.89K | +17 | New |
|
81
AssetMark Inc
Concord,
California
| $489 | -$155K | -914 | -100% |
|
|
CTB
82
Country Trust Bank
Bloomington,
Illinois
| – | -$203K | -1,222 | Closed |
|
|
SPC
83
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$202K | -1,200 | Closed |
|