FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
63 hedge funds and large institutions have $501M invested in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
7% more capital invested
Capital invested by funds: $469M → $501M (+$31.8M)
5% more funds holding
Funds holding: 60 → 63 (+3)
2.79% more ownership
Funds ownership: 93.74% → 96.53% (+2.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$3.55M |
| 2 |
Morgan Stanley
New York
|
+$1.92M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$899K |
| 4 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$785K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$739K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$9.99M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$8.44M |
| 3 |
CRI
Colonial River Investments
Midlothian,
Virginia
|
-$2.12M |
| 4 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$1.32M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$842K |
TLTD Hedge Fund Activity: Q4 2023 in Review
63 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund (TLTD) for Q4 2023, worth a combined $501M — up 6.8% from $469M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new TLTD positions and 4 closed out — a net gain of 3 holders — while 20 added to existing stakes and 22 trimmed.
The largest buyer was Jane Street, adding an estimated $3.55M. The largest seller was Northern Trust, cutting an estimated $9.99M.
- 63 institutional investors held FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund (TLTD) as of Q4 2023, up from 60 in Q3 2023.
- Funds reported $501M of FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund stock for Q4 2023, up 6.8% quarter-over-quarter.
- 7 funds opened new FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund positions in Q4 2023 and 4 closed out, a net change of +3 holders.
- The largest FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund buyer in Q4 2023 was Jane Street, an estimated $3.55M added.
- The largest FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund seller in Q4 2023 was Northern Trust, an estimated $9.99M sold.
Based on aggregated 13F filings for Q4 2023.