FlexShares STOXX US ESG Select Index Fund
ESG
27 hedge funds and large institutions have $62M invested in FlexShares STOXX US ESG Select Index Fund in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 4 closing their positions.
233% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 3
3% more capital invested
Capital invested by funds: $60.4M → $62M (+$1.64M)
0% more funds holding
Funds holding: 27 → 27 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
7.86% less ownership
Funds ownership: 78.41% → 70.54% (-7.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FUBT
First United Bank & Trust
Oakland,
Maryland
|
+$556K |
| 2 |
REMPR
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
+$430K |
| 3 |
RW
RVW Wealth
Los Angeles,
California
|
+$401K |
| 4 |
NC
NovaPoint Capital
Atlanta,
Georgia
|
+$222K |
| 5 |
LPL Financial
San Diego,
California
|
+$111K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$3.85M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$690K |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$449K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$140K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$76K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $2K | – | – | – |
|
|
CAN
27
Cetera Advisor Networks
El Segundo,
California
| – | -$3.85M | -51,477 | Closed |
|
|
28
Citadel Advisors
Miami,
Florida
| – | -$690K | -9,227 | Closed |
|
|
29
UBS Group
Zurich,
Switzerland
| – | -$76K | -1,019 | Closed |
|
|
CAGAS
30
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| – | -$22K | -300 | Closed |
|
ESG Hedge Fund Activity: Q3 2020 in Review
27 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX US ESG Select Index Fund (ESG) for Q3 2020, worth a combined $62M — up 2.7% from $60.4M a quarter earlier.
Fund positioning in ESG was balanced in Q3 2020: 4 funds opened new positions, 4 closed out, 10 added to existing stakes and 3 trimmed.
The largest buyer was First United Bank & Trust, adding an estimated $556K. The largest seller was Cetera Advisor Networks, exiting entirely with an estimated $3.85M sold.
- 27 institutional investors held FlexShares STOXX US ESG Select Index Fund (ESG) as of Q3 2020, unchanged from Q2 2020.
- Funds reported $62M of FlexShares STOXX US ESG Select Index Fund stock for Q3 2020, up 2.7% quarter-over-quarter.
- 4 funds opened new FlexShares STOXX US ESG Select Index Fund positions in Q3 2020 and 4 closed out, a net change of 0 holders.
- The largest FlexShares STOXX US ESG Select Index Fund buyer in Q3 2020 was First United Bank & Trust, an estimated $556K added.
- The largest FlexShares STOXX US ESG Select Index Fund seller in Q3 2020 was Cetera Advisor Networks, an estimated $3.85M sold.
Based on aggregated 13F filings for Q3 2020.