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FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD

70 hedge funds and large institutions have $436M invested in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 27 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

6% more capital invested

Capital invested by funds: $410M → $436M (+$26.4M)

1.07% more ownership

Funds ownership: 92.97% → 94.04% (+1.1%)

0% more funds holding

Funds holding: 70 → 70 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

26% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 27

Holders
70
Holders Change
–
Holders Change %
0%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
20
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$8.8M
2
LI
LRI Investments
Florida
+$1.93M
3
JP Morgan Chase
JP Morgan Chase
New York
+$939K
4
CWP
Cyndeo Wealth Partners
Florida
+$572K
5
MML Investors Services
MML Investors Services
Massachusetts
+$460K

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$8.96M
2
SAG
SageView Advisory Group
California
-$4.92M
3
Northern Trust
Northern Trust
Illinois
-$2.07M
4
EA
Efficient Advisors
Ohio
-$1.68M
5
CNBT
Cornerstone National Bank & Trust
Illinois
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
51
Whittier Trust
California
$178K – – –
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$177K -$11.7K -160 -6%
CA
53
CoreCap Advisors
Michigan
$167K -$1.09K -15 -0.7%
UBS Group
54
UBS Group
Switzerland
$151K +$82.5K +1,131 +127%
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$114K – – –
AF
56
Allworth Financial
California
$83.8K – – –
KPP
57
Kings Path Partners
Texas
$82.2K -$1.02K -14 -1%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$66K +$73 +1 +0.1%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$50.2K – – –
MA
60
Marquette Associates
Illinois
$35.5K -$1.02K -14 -3%
HI
61
Harbour Investments
Wisconsin
$28.2K -$3.5K -48 -11%
CW
62
Curio Wealth
Maryland
$28.2K -$29.8K -408 -100%
CPG
63
Cornerstone Planning Group
New Jersey
$19.3K +$9.27K +127 +100%
LFG
64
Larson Financial Group
Missouri
$16.3K – – –
OP
65
ORG Partners
Indiana
$14K -$1.97K -27 -13%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$7.71K – – –
WSFS
67
Wilmington Savings Fund Society
Delaware
$6.58K – – –
SPIA
68
Steward Partners Investment Advisory
New York
$5.99K +$5.84K +80 New
SIS
69
Sound Income Strategies
Florida
$1.01K +$1.02K +14 New
RAM
70
Riggs Asset Management
Pennsylvania
$524 – – –
Wells Fargo
71
Wells Fargo
California
$22 – – –
Citadel Advisors
72
Citadel Advisors
Florida
– -$1.26M -18,272 Closed
GIA
73
Gladstone Institutional Advisory
Florida
– -$310K -4,506 Closed
AWM
74
Axxcess Wealth Management
California
– -$235K -3,411 Closed
CRI
75
Colonial River Investments
Virginia
– -$235K -3,411 Closed
1 2
3
4

TLTD Hedge Fund Activity: Q1 2025 in Review

70 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund (TLTD) for Q1 2025, worth a combined $436M — up 6.5% from $410M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TLTD positions and 6 closed out — a net gain of 1 holder — while 20 added to existing stakes and 27 trimmed.

The largest buyer was Jane Street, adding an estimated $8.8M. The largest seller was Flow Traders U.S., cutting an estimated $8.96M.

  • 70 institutional investors held FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund (TLTD) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $436M of FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund stock for Q1 2025, up 6.5% quarter-over-quarter.
  • 7 funds opened new FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund positions in Q1 2025 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 2025 was Jane Street, an estimated $8.8M added.
  • The largest FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund seller in Q1 2025 was Flow Traders U.S., an estimated $8.96M sold.

Based on aggregated 13F filings for Q1 2025.