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FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund

54 hedge funds and large institutions have $428M invested in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 21

3.92% less ownership

Funds ownership: 92.21%88.29% (-3.9%)

11% less funds holding

Funds holding: 6154 (-7)

23% less capital invested

Capital invested by funds: $552M → $428M (-$125M)

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
54
Holders Change
-7
Holders Change %
-11.48%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
20
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$305M -$14.8M -234,287 -4%
CFA
2
Capstone Financial Advisors
Illinois
$29.7M -$2.29M -36,214 -7%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$15.3M +$556K +8,801 +3%
EA
4
Efficient Advisors
Ohio
$15.3M +$142K +2,241 +0.9%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$9.38M +$136K +2,146 +1%
Jane Street
6
Jane Street
New York
$7.66M -$15.8M -249,490 -65%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.02M -$120K -1,896 -2%
Citadel Advisors
8
Citadel Advisors
Florida
$6.13M +$326K +5,165 +5%
CNBT
9
Cornerstone National Bank & Trust
Illinois
$5.83M -$207K -3,273 -3%
MML Investors Services
10
MML Investors Services
Massachusetts
$4.88M +$63.4K +1,004 +1%
BIM
11
Bridges Investment Management
Nebraska
$2.03M -$23.2K -368 -1%
Morgan Stanley
12
Morgan Stanley
New York
$1.94M -$1.55M -24,610 -42%
LPL Financial
13
LPL Financial
California
$1.71M +$179K +2,838 +11%
Wells Fargo
14
Wells Fargo
California
$1.13M -$868K -13,744 -41%
PNC
15
Park National Corp
Ohio
$996K -$44.7K -708 -4%
GIA
16
Gladstone Institutional Advisory
Florida
$992K +$38.5K +610 +4%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$979K -$77.4K -1,225 -7%
JMPWA
18
JP Morgan Private Wealth Advisors
California
$897K
WA
19
Wealthstream Advisors
New York
$713K -$718K -11,364 -48%
HIM
20
Hanlon Investment Management
New Jersey
$649K +$94.6K +1,497 +15%
PO
21
Private Ocean
California
$639K
3LCM
22
3D/L Capital Management
Connecticut
$585K +$19.9K +315 +3%
Ameriprise
23
Ameriprise
Minnesota
$497K -$76.1K -1,205 -12%
WA
24
Wealth Architects
California
$492K +$30.1K +476 +6%
KAS
25
Kestra Advisory Services
Texas
$488K +$162K +2,570 +44%

TLTD Hedge Fund Activity: Q2 2022 in Review

54 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund (TLTD) for Q2 2022, worth a combined $428M — down 23% from $552M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of TLTD and 3 opened new positions — a net loss of 6 holders — while 21 trimmed existing stakes and 20 added.

The largest buyer was Envestnet Asset Management, adding an estimated $556K. The largest seller was Jane Street, cutting an estimated $15.8M.

  • 54 institutional investors held FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund (TLTD) as of Q2 2022, down from 61 in Q1 2022.
  • Funds reported $428M of FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund stock for Q2 2022, down 23% quarter-over-quarter.
  • 3 funds opened new FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund positions in Q2 2022 and 9 closed out, a net change of -6 holders.
  • The largest FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund buyer in Q2 2022 was Envestnet Asset Management, an estimated $556K added.
  • The largest FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund seller in Q2 2022 was Jane Street, an estimated $15.8M sold.

Based on aggregated 13F filings for Q2 2022.