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FlexShares Morningstar Emerging Markets Factor Tilt Index Fund

42 hedge funds and large institutions have $487M invested in FlexShares Morningstar Emerging Markets Factor Tilt Index Fund in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

27% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 11

17% more funds holding

Funds holding: 3642 (+6)

5.87% more ownership

Funds ownership: 85.41%91.28% (+5.9%)

1% less capital invested

Capital invested by funds: $494M → $487M (-$7.03M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
42
Holders Change
+6
Holders Change %
+16.67%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
14
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$421M +$17.7M +339,926 +4%
3AM
2
3D Asset Management
Connecticut
$17.5M -$366K -7,044 -2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.92M +$277K +5,323 +4%
EA
4
Efficient Advisors
Ohio
$5.5M -$38.8K -747 -0.7%
Jane Street
5
Jane Street
New York
$4.98M +$3.01M +57,969 +152%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.55M +$3.6M +69,263 +375%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.29M -$384K -7,384 -8%
CB
8
CNB Bank
Pennsylvania
$3.38M -$8.65M -166,456 -72%
Morgan Stanley
9
Morgan Stanley
New York
$3.38M +$142K +2,734 +4%
Citadel Advisors
10
Citadel Advisors
Florida
$2.58M -$7.25M -139,599 -74%
BIM
11
Bridges Investment Management
Nebraska
$1.85M +$106K +2,042 +6%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.44M +$940K +18,095 +187%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$1.35M +$1.2K +23 +0.1%
FTUS
14
Flow Traders U.S.
New York
$1.27M +$1.27M +24,497 New
CBT
15
Capital Bank & Trust
California
$775K
EWM
16
Elmwood Wealth Management
California
$736K +$141K +2,722 +24%
CJA
17
C-J Advisory
California
$728K +$624 +12 +0.1%
PNC
18
Park National Corp
Ohio
$636K -$55.4K -1,067 -8%
Verition Fund Management
19
Verition Fund Management
Connecticut
$560K +$562K +10,808 New
JP Morgan Chase
20
JP Morgan Chase
New York
$363K +$364K +7,000 New
LPL Financial
21
LPL Financial
California
$340K +$11.2K +215 +3%
HIM
22
Hanlon Investment Management
New Jersey
$337K +$126K +2,426 +60%
LNB
23
Ledyard National Bank
$312K -$512K -9,862 -62%
RJA
24
Raymond James & Associates
Florida
$302K
SPC
25
Sigma Planning Corp
Michigan
$271K +$34.6K +665 +15%

TLTE Hedge Fund Activity: Q2 2019 in Review

42 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar Emerging Markets Factor Tilt Index Fund (TLTE) for Q2 2019, worth a combined $487M — down 1.4% from $494M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TLTE positions and 3 closed out — a net gain of 6 holders — while 14 added to existing stakes and 11 trimmed.

The largest buyer was Northern Trust, adding an estimated $17.7M. The largest seller was CNB Bank, cutting an estimated $8.65M.

  • 42 institutional investors held FlexShares Morningstar Emerging Markets Factor Tilt Index Fund (TLTE) as of Q2 2019, up from 36 in Q1 2019.
  • Funds reported $487M of FlexShares Morningstar Emerging Markets Factor Tilt Index Fund stock for Q2 2019, down 1.4% quarter-over-quarter.
  • 9 funds opened new FlexShares Morningstar Emerging Markets Factor Tilt Index Fund positions in Q2 2019 and 3 closed out, a net change of +6 holders.
  • The largest FlexShares Morningstar Emerging Markets Factor Tilt Index Fund buyer in Q2 2019 was Northern Trust, an estimated $17.7M added.
  • The largest FlexShares Morningstar Emerging Markets Factor Tilt Index Fund seller in Q2 2019 was CNB Bank, an estimated $8.65M sold.

Based on aggregated 13F filings for Q2 2019.