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FlexShares Morningstar Emerging Markets Factor Tilt Index Fund

41 hedge funds and large institutions have $355M invested in FlexShares Morningstar Emerging Markets Factor Tilt Index Fund in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 4241 (-1)

5.7% less ownership

Funds ownership: 91.28%85.58% (-5.7%)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

27% less capital invested

Capital invested by funds: $487M → $355M (-$133M)

61% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 18

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
41
Holders Change
-1
Holders Change %
-2.38%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
7
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$297M -$96.8M -1,955,594 -24%
3AM
2
3D Asset Management
Connecticut
$17.3M +$967K +19,546 +6%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.48M -$903K -18,258 -12%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$5.04M +$826K +16,693 +19%
EA
5
Efficient Advisors
Ohio
$4.93M -$188K -3,809 -4%
Jane Street
6
Jane Street
New York
$4.12M -$522K -10,553 -11%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.77M -$229K -4,635 -6%
Morgan Stanley
8
Morgan Stanley
New York
$2.84M -$313K -6,335 -10%
Citadel Advisors
9
Citadel Advisors
Florida
$2.3M -$109K -2,209 -4%
BIM
10
Bridges Investment Management
Nebraska
$1.81M +$95.1K +1,921 +5%
CB
11
CNB Bank
Pennsylvania
$1.17M -$2.03M -41,008 -63%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$1.11M -$157K -3,179 -12%
NB
13
NBT Bank
New York
$826K +$848K +17,135 New
EWM
14
Elmwood Wealth Management
California
$744K +$61.2K +1,236 +9%
CBT
15
Capital Bank & Trust
California
$721K
CJA
16
C-J Advisory
California
$678K +$198 +4 +0%
FTUS
17
Flow Traders U.S.
New York
$606K -$590K -11,933 -49%
LPL Financial
18
LPL Financial
California
$498K +$186K +3,760 +57%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$468K -$893K -18,054 -65%
PNC
20
Park National Corp
Ohio
$418K -$178K -3,590 -29%
Verition Fund Management
21
Verition Fund Management
Connecticut
$263K -$265K -5,348 -49%
SPC
22
Sigma Planning Corp
Michigan
$252K
RJA
23
Raymond James & Associates
Florida
$235K -$47K -950 -16%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$222K +$228K +4,607 New
BWA
25
BDO Wealth Advisors
Florida
$104K

TLTE Hedge Fund Activity: Q3 2019 in Review

41 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar Emerging Markets Factor Tilt Index Fund (TLTE) for Q3 2019, worth a combined $355M — down 27% from $487M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of TLTE and 5 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 7 added.

The largest buyer was 3D Asset Management, adding an estimated $967K. The largest seller was Northern Trust, cutting an estimated $96.8M.

  • 41 institutional investors held FlexShares Morningstar Emerging Markets Factor Tilt Index Fund (TLTE) as of Q3 2019, down from 42 in Q2 2019.
  • Funds reported $355M of FlexShares Morningstar Emerging Markets Factor Tilt Index Fund stock for Q3 2019, down 27% quarter-over-quarter.
  • 5 funds opened new FlexShares Morningstar Emerging Markets Factor Tilt Index Fund positions in Q3 2019 and 6 closed out, a net change of -1 holder.
  • The largest FlexShares Morningstar Emerging Markets Factor Tilt Index Fund buyer in Q3 2019 was 3D Asset Management, an estimated $967K added.
  • The largest FlexShares Morningstar Emerging Markets Factor Tilt Index Fund seller in Q3 2019 was Northern Trust, an estimated $96.8M sold.

Based on aggregated 13F filings for Q3 2019.