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FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund

61 hedge funds and large institutions have $552M invested in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

4.02% more ownership

Funds ownership: 88.19%92.21% (+4%)

2% more funds holding

Funds holding: 6061 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $558M → $552M (-$5.49M)

10% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 21

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
19
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
26
Wealth Architects
California
$549K +$17K +245 +3%
IWC
27
Integrated Wealth Concepts
Massachusetts
$544K -$106K -1,524 -16%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$531K
HFW
29
Horizon Family Wealth
Illinois
$515K +$46.8K +675 +10%
Osaic Holdings
30
Osaic Holdings
Arizona
$471K -$4.23K -61 -0.9%
CA
31
CoreCap Advisors
Michigan
$464K +$76.5K +1,105 +19%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$425K
KAS
33
Kestra Advisory Services
Texas
$401K +$409K +5,900 New
William Blair & Company
34
William Blair & Company
Illinois
$393K -$86.2K -1,245 -18%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$334K -$61.3K -885 -15%
RJA
36
Raymond James & Associates
Florida
$302K +$307K +4,435 New
USCWA
37
U.S. Capital Wealth Advisors
Texas
$297K -$27.7K -400 -8%
CB
38
CNB Bank
Pennsylvania
$271K
CC
39
Callan Capital
California
$260K +$485 +7 +0.2%
NP
40
NorthRock Partners
Minnesota
$233K +$416 +6 +0.2%
LBC
41
Lowe Brockenbrough & Co
Virginia
$224K
DY
42
Dowling & Yahnke
California
$202K +$206K +2,967 New
PAG
43
Private Advisor Group
New Jersey
$201K -$48.5K -700 -19%
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$183K
GC
45
Garde Capital
Washington
$180K
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$162K +$277 +4 +0.2%
BAM
47
Belpointe Asset Management
Nevada
$147K -$3.88K -56 -3%
UBS Group
48
UBS Group
Switzerland
$125K +$117K +1,696 +1,138%
PFGIA
49
Patriot Financial Group Insurance Agency
Massachusetts
$124K -$19.5K -282 -13%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$105K

TLTD Hedge Fund Activity: Q1 2022 in Review

61 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund (TLTD) for Q1 2022, worth a combined $552M — down 0.98% from $558M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TLTD positions and 6 closed out — a net gain of 1 holder — while 19 added to existing stakes and 21 trimmed.

The largest buyer was Jane Street, adding an estimated $23.7M. The largest seller was Northern Trust, cutting an estimated $7.49M.

  • 61 institutional investors held FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund (TLTD) as of Q1 2022, up from 60 in Q4 2021.
  • Funds reported $552M of FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund stock for Q1 2022, down 0.98% quarter-over-quarter.
  • 7 funds opened new FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund positions in Q1 2022 and 6 closed out, a net change of +1 holder.
  • The largest FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund buyer in Q1 2022 was Jane Street, an estimated $23.7M added.
  • The largest FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund seller in Q1 2022 was Northern Trust, an estimated $7.49M sold.

Based on aggregated 13F filings for Q1 2022.