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FlexShares Morningstar Emerging Markets Factor Tilt Index Fund

32 hedge funds and large institutions have $198M invested in FlexShares Morningstar Emerging Markets Factor Tilt Index Fund in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $186M → $198M (+$11.6M)

0.24% less ownership

Funds ownership: 88.51%88.26% (-0.24%)

3% less funds holding

Funds holding: 3332 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$171M +$3.45M +71,492 +2%
EA
2
Efficient Advisors
Ohio
$4.45M -$143K -2,954 -3%
Jane Street
3
Jane Street
New York
$4.43M -$2.21M -45,785 -33%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.27M -$183K -3,792 -5%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.72M +$622K +12,894 +29%
Morgan Stanley
6
Morgan Stanley
New York
$2.71M +$88.6K +1,836 +3%
BIM
7
Bridges Investment Management
Nebraska
$1.61M -$49.9K -1,035 -3%
ADL
8
Asset Dedication LLC
California
$1.5M -$510K -10,577 -25%
CNBT
9
Cornerstone National Bank & Trust
Illinois
$1.29M +$691K +14,331 +112%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.2M +$306K +6,352 +34%
EWM
11
Elmwood Wealth Management
California
$763K
WA
12
Wealth Architects
California
$763K +$23.2K +480 +3%
PNC
13
Park National Corp
Ohio
$493K +$120K +2,495 +32%
Citadel Advisors
14
Citadel Advisors
Florida
$273K +$276K +5,728 New
LPL Financial
15
LPL Financial
California
$238K -$46.4K -961 -16%
RJA
16
Raymond James & Associates
Florida
$225K
3AM
17
3D Asset Management
Connecticut
$209K +$212K +4,385 New
CFGS
18
Concourse Financial Group Securities
Alabama
$198K -$11.5K -239 -5%
Bank of America
19
Bank of America
North Carolina
$159K -$6.71K -139 -4%
CB
20
CNB Bank
Pennsylvania
$75K -$124K -2,576 -62%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$71K -$2.21M -45,722 -97%
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$71K
AF
23
Allworth Financial
California
$50K
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$40K -$34.6K -717 -46%
Wells Fargo
25
Wells Fargo
California
$32K

TLTE Hedge Fund Activity: Q3 2020 in Review

32 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar Emerging Markets Factor Tilt Index Fund (TLTE) for Q3 2020, worth a combined $198M — up 6.3% from $186M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of TLTE and 4 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 7 added.

The largest buyer was Northern Trust, adding an estimated $3.45M. The largest seller was Jane Street, cutting an estimated $2.21M.

  • 32 institutional investors held FlexShares Morningstar Emerging Markets Factor Tilt Index Fund (TLTE) as of Q3 2020, down from 33 in Q2 2020.
  • Funds reported $198M of FlexShares Morningstar Emerging Markets Factor Tilt Index Fund stock for Q3 2020, up 6.3% quarter-over-quarter.
  • 4 funds opened new FlexShares Morningstar Emerging Markets Factor Tilt Index Fund positions in Q3 2020 and 5 closed out, a net change of -1 holder.
  • The largest FlexShares Morningstar Emerging Markets Factor Tilt Index Fund buyer in Q3 2020 was Northern Trust, an estimated $3.45M added.
  • The largest FlexShares Morningstar Emerging Markets Factor Tilt Index Fund seller in Q3 2020 was Jane Street, an estimated $2.21M sold.

Based on aggregated 13F filings for Q3 2020.