FlexShares STOXX US ESG Select Index Fund
ESG
27 hedge funds and large institutions have $60.4M invested in FlexShares STOXX US ESG Select Index Fund in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 3 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 3
42% more capital invested
Capital invested by funds: $42.4M → $60.4M (+$18M)
2.3% more ownership
Funds ownership: 76.1% → 78.41% (+2.3%)
4% less funds holding
Funds holding: 28 → 27 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$6.2M |
| 2 |
FUBT
First United Bank & Trust
Oakland,
Maryland
|
+$1.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.45M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$853K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$327K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.31M |
| 2 |
Jane Street
New York
|
-$408K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$68.7K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$20.7K |
| 5 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $2K | – | – | – |
|
|
27
Jane Street
New York
| – | -$408K | -6,590 | Closed |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| – | -$20.7K | -292 | Closed |
|
|
AIC
29
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$6K | -100 | Closed |
|
ESG Hedge Fund Activity: Q2 2020 in Review
27 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX US ESG Select Index Fund (ESG) for Q2 2020, worth a combined $60.4M — up 42% from $42.4M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of ESG and 2 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 12 added.
The largest buyer was Northern Trust, adding an estimated $6.2M. The largest seller was Citadel Advisors, cutting an estimated $2.31M.
- 27 institutional investors held FlexShares STOXX US ESG Select Index Fund (ESG) as of Q2 2020, down from 28 in Q1 2020.
- Funds reported $60.4M of FlexShares STOXX US ESG Select Index Fund stock for Q2 2020, up 42% quarter-over-quarter.
- 2 funds opened new FlexShares STOXX US ESG Select Index Fund positions in Q2 2020 and 3 closed out, a net change of -1 holder.
- The largest FlexShares STOXX US ESG Select Index Fund buyer in Q2 2020 was Northern Trust, an estimated $6.2M added.
- The largest FlexShares STOXX US ESG Select Index Fund seller in Q2 2020 was Citadel Advisors, an estimated $2.31M sold.
Based on aggregated 13F filings for Q2 2020.