FlexShares STOXX US ESG Select Index Fund
ESG
28 hedge funds and large institutions have $42.4M invested in FlexShares STOXX US ESG Select Index Fund in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 2 closing their positions.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
167% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 3
40% more funds holding
Funds holding: 20 → 28 (+8)
0.84% less ownership
Funds ownership: 76.94% → 76.1% (-0.84%)
14% less capital invested
Capital invested by funds: $49.2M → $42.4M (-$6.74M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$3.06M |
| 2 |
FUBT
First United Bank & Trust
Oakland,
Maryland
|
+$818K |
| 3 |
Jane Street
New York
|
+$221K |
| 4 |
HFA
HC Financial Advisors
Lafayette,
California
|
+$124K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$91.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$604K |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$537K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$289K |
| 4 |
RFWA
RPg Family Wealth Advisory
Burlington,
Massachusetts
|
-$124K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.46K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIC
26
Ameritas Investment Company
Lincoln,
Nebraska
| $6K | +$7.3K | +100 | New |
|
27
Citigroup
New York
| $2K | – | – | – |
|
|
28
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$289K | -3,758 | Closed |
|
|
RFWA
29
RPg Family Wealth Advisory
Burlington,
Massachusetts
| – | -$124K | -1,605 | Closed |
|
30
Wells Fargo
San Francisco,
California
| – | +$73 | +1 | New |
|
ESG Hedge Fund Activity: Q1 2020 in Review
28 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX US ESG Select Index Fund (ESG) for Q1 2020, worth a combined $42.4M — down 14% from $49.2M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new ESG positions and 2 closed out — a net gain of 9 holders — while 8 added to existing stakes and 3 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $3.06M. The largest seller was Royal Bank of Canada, cutting an estimated $604K.
- 28 institutional investors held FlexShares STOXX US ESG Select Index Fund (ESG) as of Q1 2020, up from 20 in Q4 2019.
- Funds reported $42.4M of FlexShares STOXX US ESG Select Index Fund stock for Q1 2020, down 14% quarter-over-quarter.
- 11 funds opened new FlexShares STOXX US ESG Select Index Fund positions in Q1 2020 and 2 closed out, a net change of +9 holders.
- The largest FlexShares STOXX US ESG Select Index Fund buyer in Q1 2020 was Citadel Advisors, an estimated $3.06M added.
- The largest FlexShares STOXX US ESG Select Index Fund seller in Q1 2020 was Royal Bank of Canada, an estimated $604K sold.
Based on aggregated 13F filings for Q1 2020.