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FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund

69 hedge funds and large institutions have $402M invested in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 30 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+7
Holders Change %
+11.29%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
17
Reduced
30
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
51
CoreCap Advisors
Michigan
$155K +$68.4K +993 +79%
GC
52
Garde Capital
Washington
$148K -$33.5K -488 -18%
CIBC Private Wealth Group
53
CIBC Private Wealth Group
Georgia
$118K +$118K +1,706 New
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$91.3K +$31.3K +455 +52%
AF
55
Allworth Financial
California
$76.9K
KPP
56
Kings Path Partners
Texas
$76.7K
UBS Group
57
UBS Group
Switzerland
$61.4K -$5.03K -73 -8%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$61K -$58K -836 -49%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$46.2K +$38.8K +563 +521%
MA
60
Marquette Associates
Illinois
$33.7K +$33.7K +489 New
HI
61
Harbour Investments
Wisconsin
$29.3K +$29.3K +425 New
CW
62
Curio Wealth
Maryland
$28.2K +$28.2K +409 New
LFG
63
Larson Financial Group
Missouri
$15K +$15K +218 New
OP
64
ORG Partners
Indiana
$14.7K +$14.7K +214 New
CPG
65
Cornerstone Planning Group
New Jersey
$9.08K +$72 +1 +0.8%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$7.1K +$7.1K +103 New
WSFS
67
Wilmington Savings Fund Society
Delaware
$6.06K
US Bancorp
68
US Bancorp
Minnesota
$1.52K +$1.52K +22 New
RAM
69
Riggs Asset Management
Pennsylvania
$483 +$483 +7 New
Wells Fargo
70
Wells Fargo
California
$27 -$64 -1 Closed
Ameriprise
71
Ameriprise
Minnesota
-$205K -2,731 Closed
NA
72
NewEdge Advisors
Louisiana
-$25.7K -343 Closed