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FlexShares Morningstar Emerging Markets Factor Tilt Index Fund

47 hedge funds and large institutions have $245M invested in FlexShares Morningstar Emerging Markets Factor Tilt Index Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

9% more capital invested

Capital invested by funds: $226M → $245M (+$19.4M)

7% more funds holding

Funds holding: 4447 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.6% less ownership

Funds ownership: 91.48%90.88% (-0.6%)

75% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 20

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
5
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
26
Hanlon Investment Management
New Jersey
$352K -$99.7K -1,838 -23%
KAS
27
Kestra Advisory Services
Texas
$247K -$56.9K -1,049 -20%
Osaic Holdings
28
Osaic Holdings
Arizona
$240K -$45.4K -836 -17%
UBS Group
29
UBS Group
Switzerland
$186K +$89.3K +1,646 +108%
BF
30
BOK Financial
Oklahoma
$172K +$159K +2,932 New
Raymond James Financial
31
Raymond James Financial
Florida
$114K +$105K +1,937 New
CA
32
Clearstead Advisors
Ohio
$80.6K
CA
33
CoreCap Advisors
Michigan
$75.1K -$13K -240 -16%
IA
34
IFP Advisors
Florida
$74.6K
NB
35
NBT Bank
New York
$65.2K
AF
36
Allworth Financial
California
$61K
CTWM
37
Cherry Tree Wealth Management
Minnesota
$51.8K
Comerica Bank
38
Comerica Bank
Texas
$49.7K -$60.4K -1,113 -57%
Wells Fargo
39
Wells Fargo
California
$47.7K +$44.1K +813 +81,300%
LFG
40
Larson Financial Group
Missouri
$22.5K
AWM
41
AllSquare Wealth Management
New York
$16.7K
HI
42
Harbour Investments
Wisconsin
$14.1K
MA
43
Marquette Associates
Illinois
$13.7K -$5.1K -94 -29%
CPG
44
Cornerstone Planning Group
New Jersey
$11.5K
Jones Financial Companies
45
Jones Financial Companies
Missouri
$1.7K
CFD
46
Creative Financial Designs
Indiana
$879 +$814 +15 New
SIS
47
Sound Income Strategies
Florida
$305
EWM
48
Elmwood Wealth Management
California
-$1.01M -19,240 Closed
Bank of America
49
Bank of America
North Carolina
-$23.6K -449 Closed
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
-$12K -228 Closed

TLTE Hedge Fund Activity: Q2 2025 in Review

47 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar Emerging Markets Factor Tilt Index Fund (TLTE) for Q2 2025, worth a combined $245M — up 8.6% from $226M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new TLTE positions and 4 closed out — a net gain of 3 holders — while 5 added to existing stakes and 20 trimmed.

The largest buyer was Sageworth Trust, opening a new position worth an estimated $5.68M. The largest seller was Northern Trust, cutting an estimated $18.3M.

  • 47 institutional investors held FlexShares Morningstar Emerging Markets Factor Tilt Index Fund (TLTE) as of Q2 2025, up from 44 in Q1 2025.
  • Funds reported $245M of FlexShares Morningstar Emerging Markets Factor Tilt Index Fund stock for Q2 2025, up 8.6% quarter-over-quarter.
  • 7 funds opened new FlexShares Morningstar Emerging Markets Factor Tilt Index Fund positions in Q2 2025 and 4 closed out, a net change of +3 holders.
  • The largest FlexShares Morningstar Emerging Markets Factor Tilt Index Fund buyer in Q2 2025 was Sageworth Trust, an estimated $5.68M added.
  • The largest FlexShares Morningstar Emerging Markets Factor Tilt Index Fund seller in Q2 2025 was Northern Trust, an estimated $18.3M sold.

Based on aggregated 13F filings for Q2 2025.