FlexShares STOXX US ESG Select Index Fund
ESG
32 hedge funds and large institutions have $120M invested in FlexShares STOXX US ESG Select Index Fund in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 5 closing their positions.
433% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 3
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
40% more capital invested
Capital invested by funds: $85.7M → $120M (+$33.9M)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
3% less funds holding
Funds holding: 33 → 32 (-1)
10.69% less ownership
Funds ownership: 73.49% → 62.79% (-11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
REMPR
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
+$17.5M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$6.99M |
| 3 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$1.21M |
| 4 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
+$816K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$717K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.21M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$853K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$298K |
| 4 |
JP Morgan Chase
New York
|
-$189K |
| 5 |
FCH
Freestone Capital Holdings
Seattle,
Washington
|
-$67.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $47K | +$45.9K | +485 | +48,500% |
|
|
WWMSC
27
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $44K | +$43.1K | +455 | New |
|
|
EIP
28
Ellis Investment Partners
Berwyn,
Pennsylvania
| $26K | – | – | – |
|
|
CFO
29
CVA Family Office
Denver,
Colorado
| $22K | – | – | – |
|
|
WAP
30
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| $12K | +$11.4K | +120 | New |
|
|
CPFP
31
Clear Perspectives Financial Planning
Cincinnati,
Ohio
| $10K | – | – | – |
|
|
PFGIA
32
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $10K | +$9.56K | +101 | New |
|
|
33
Citadel Advisors
Miami,
Florida
| – | -$853K | -9,325 | Closed |
|
|
FCH
34
Freestone Capital Holdings
Seattle,
Washington
| – | -$67.9K | -743 | Closed |
|
35
UBS Group
Zurich,
Switzerland
| – | -$10K | -112 | Closed |
|
|
ASN
36
Advisory Services Network
Atlanta,
Georgia
| – | -$3K | -36 | Closed |
|
ESG Hedge Fund Activity: Q1 2021 in Review
32 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX US ESG Select Index Fund (ESG) for Q1 2021, worth a combined $120M — up 40% from $85.7M a quarter earlier.
Fund positioning in ESG was balanced in Q1 2021: 5 funds opened new positions, 5 closed out, 16 added to existing stakes and 3 trimmed.
The largest buyer was Roof Eidam Maycock Peralta (REMP), adding an estimated $17.5M. The largest seller was Susquehanna International Group, cutting an estimated $1.21M.
- 32 institutional investors held FlexShares STOXX US ESG Select Index Fund (ESG) as of Q1 2021, down from 33 in Q4 2020.
- Funds reported $120M of FlexShares STOXX US ESG Select Index Fund stock for Q1 2021, up 40% quarter-over-quarter.
- 5 funds opened new FlexShares STOXX US ESG Select Index Fund positions in Q1 2021 and 5 closed out, a net change of 0 holders.
- The largest FlexShares STOXX US ESG Select Index Fund buyer in Q1 2021 was Roof Eidam Maycock Peralta (REMP), an estimated $17.5M added.
- The largest FlexShares STOXX US ESG Select Index Fund seller in Q1 2021 was Susquehanna International Group, an estimated $1.21M sold.
Based on aggregated 13F filings for Q1 2021.