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FlexShares Morningstar Emerging Markets Factor Tilt Index Fund

33 hedge funds and large institutions have $211M invested in FlexShares Morningstar Emerging Markets Factor Tilt Index Fund in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.65% less ownership

Funds ownership: 88.73%85.08% (-3.7%)

25% less funds holding

Funds holding: 4433 (-11)

41% less capital invested

Capital invested by funds: $358M → $211M (-$147M)

43% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 14

56% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 16

Holders
33
Holders Change
-11
Holders Change %
-25%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
14
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$172M -$48.6M -1,020,899 -18%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.61M +$8.57M +179,867 +250%
Citadel Advisors
3
Citadel Advisors
Florida
$5.67M +$6.03M +126,649 +578%
EA
4
Efficient Advisors
Ohio
$3.72M -$42.5K -892 -0.9%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.04M +$119K +2,488 +3%
FTUS
6
Flow Traders U.S.
New York
$2.98M +$326K +6,854 +10%
Jane Street
7
Jane Street
New York
$2.63M -$832K -17,469 -20%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.99M -$3.67M -77,043 -60%
Morgan Stanley
9
Morgan Stanley
New York
$1.98M -$324K -6,801 -12%
ADL
10
Asset Dedication LLC
California
$1.61M +$2.02M +42,363 New
BIM
11
Bridges Investment Management
Nebraska
$1.52M +$90.4K +1,898 +5%
CNBT
12
Cornerstone National Bank & Trust
Illinois
$805K -$177K -3,712 -15%
Osaic Holdings
13
Osaic Holdings
Arizona
$579K +$724K +15,196 New
WA
14
Wealth Architects
California
$540K +$675K +14,167 New
M&T Bank
15
M&T Bank
New York
$351K +$438K +9,190 New
PNC
16
Park National Corp
Ohio
$298K -$32K -671 -8%
CB
17
CNB Bank
Pennsylvania
$265K -$345K -7,251 -51%
EWM
18
Elmwood Wealth Management
California
$257K -$491K -10,305 -71%
LPL Financial
19
LPL Financial
California
$215K -$80.9K -1,699 -23%
CFGS
20
Concourse Financial Group Securities
Alabama
$168K +$11.5K +241 +6%
CT
21
Caldwell Trust
Florida
$72.9K
Bank of America
22
Bank of America
North Carolina
$66K +$857 +18 +1%
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$57K
AF
24
Advisornet Financial
Minnesota
$48K -$4.05K -85 -6%
AF
25
Allworth Financial
California
$40K +$49.5K +1,040 New

TLTE Hedge Fund Activity: Q1 2020 in Review

33 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar Emerging Markets Factor Tilt Index Fund (TLTE) for Q1 2020, worth a combined $211M — down 41% from $358M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of TLTE and 7 opened new positions — a net loss of 9 holders — while 14 trimmed existing stakes and 8 added.

The largest buyer was Royal Bank of Canada, adding an estimated $8.57M. The largest seller was Northern Trust, cutting an estimated $48.6M.

  • 33 institutional investors held FlexShares Morningstar Emerging Markets Factor Tilt Index Fund (TLTE) as of Q1 2020, down from 44 in Q4 2019.
  • Funds reported $211M of FlexShares Morningstar Emerging Markets Factor Tilt Index Fund stock for Q1 2020, down 41% quarter-over-quarter.
  • 7 funds opened new FlexShares Morningstar Emerging Markets Factor Tilt Index Fund positions in Q1 2020 and 16 closed out, a net change of -9 holders.
  • The largest FlexShares Morningstar Emerging Markets Factor Tilt Index Fund buyer in Q1 2020 was Royal Bank of Canada, an estimated $8.57M added.
  • The largest FlexShares Morningstar Emerging Markets Factor Tilt Index Fund seller in Q1 2020 was Northern Trust, an estimated $48.6M sold.

Based on aggregated 13F filings for Q1 2020.