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

74 hedge funds and large institutions have $485M invested in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

11% more capital invested

Capital invested by funds: $436M → $485M (+$48.3M)

6% more funds holding

Funds holding: 70 → 74 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.4% less ownership

Funds ownership: 94.04% → 93.64% (-0.4%)

Holders
74
Holders Change
+4
Holders Change %
+5.71%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
24
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$7.67M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.35M
3
ST
Sageworth Trust
Pennsylvania
+$3.73M
4
MML Investors Services
MML Investors Services
Massachusetts
+$1.88M
5
DWS
Discipline Wealth Solutions
South Carolina
+$1.17M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$13.2M
2
FTUS
Flow Traders U.S.
New York
-$4.88M
3
EA
Efficient Advisors
Ohio
-$2.51M
4
SAG
SageView Advisory Group
California
-$1.39M
5
Raymond James Financial
Raymond James Financial
Florida
-$462K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$220K +$207K +2,634 New
CA
52
CoreCap Advisors
Michigan
$212K +$24.1K +307 +14%
CPIG
53
Chicago Partners Investment Group
Illinois
$210K +$192K +2,446 New
WT
54
Whittier Trust
California
$199K – – –
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$197K – – –
CIBC Private Wealth Group
56
CIBC Private Wealth Group
Georgia
$142K – – –
BF
57
BOK Financial
Oklahoma
$141K +$133K +1,687 New
AF
58
Allworth Financial
California
$91K – – –
UBS Group
59
UBS Group
Switzerland
$88.6K -$75.5K -961 -48%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$74K +$79 +1 +0.1%
KPP
61
Kings Path Partners
Texas
$68.3K -$22.1K -281 -26%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$52.6K -$3.22K -41 -6%
Wells Fargo
63
Wells Fargo
California
$41.5K +$39.1K +497 New
MA
64
Marquette Associates
Illinois
$39.9K +$236 +3 +0.6%
CW
65
Curio Wealth
Maryland
$32.2K +$30.3K +385 +38,500%
HI
66
Harbour Investments
Wisconsin
$31.5K – – –
PA
67
Parallel Advisors
California
$30K +$28.3K +360 New
CPG
68
Cornerstone Planning Group
New Jersey
$21.6K +$314 +4 +2%
LFG
69
Larson Financial Group
Missouri
$18.2K – – –
WSFS
70
Wilmington Savings Fund Society
Delaware
$7.34K – – –
SPIA
71
Steward Partners Investment Advisory
New York
$6.68K – – –
CFD
72
Creative Financial Designs
Indiana
$2.09K +$1.96K +25 New
SIS
73
Sound Income Strategies
Florida
$1.15K – – –
RAM
74
Riggs Asset Management
Pennsylvania
$585 – – –
FTUS
75
Flow Traders U.S.
New York
– -$4.88M -65,279 Closed
1 2
3
4

TLTD Hedge Fund Activity: Q2 2025 in Review

74 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund (TLTD) for Q2 2025, worth a combined $485M — up 11% from $436M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TLTD positions and 5 closed out — a net gain of 5 holders — while 24 added to existing stakes and 20 trimmed.

The largest buyer was Northern Trust, adding an estimated $7.67M. The largest seller was Jane Street, cutting an estimated $13.2M.

  • 74 institutional investors held FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund (TLTD) as of Q2 2025, up from 70 in Q1 2025.
  • Funds reported $485M of FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund stock for Q2 2025, up 11% quarter-over-quarter.
  • 10 funds opened new FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund positions in Q2 2025 and 5 closed out, a net change of +5 holders.
  • The largest FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund buyer in Q2 2025 was Northern Trust, an estimated $7.67M added.
  • The largest FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund seller in Q2 2025 was Jane Street, an estimated $13.2M sold.

Based on aggregated 13F filings for Q2 2025.