FlexShares STOXX US ESG Select Index Fund
ESG
39 hedge funds and large institutions have $113M invested in FlexShares STOXX US ESG Select Index Fund in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
11% more funds holding
Funds holding: 35 → 39 (+4)
3.29% more ownership
Funds ownership: 69.78% → 73.07% (+3.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
16% less capital invested
Capital invested by funds: $136M → $113M (-$22.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$3.96M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$668K |
| 3 |
Jane Street
New York
|
+$612K |
| 4 |
LPL Financial
San Diego,
California
|
+$386K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$360K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
-$1.1M |
| 2 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
-$411K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$312K |
| 4 |
NC
NovaPoint Capital
Atlanta,
Georgia
|
-$258K |
| 5 |
CCIA
Cherry Creek Investment Advisors
Englewood,
Colorado
|
-$241K |
ESG Hedge Fund Activity: Q2 2022 in Review
39 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX US ESG Select Index Fund (ESG) for Q2 2022, worth a combined $113M — down 16% from $136M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new ESG positions and 3 closed out — a net gain of 4 holders — while 12 added to existing stakes and 10 trimmed.
The largest buyer was Northern Trust, adding an estimated $3.96M. The largest seller was Retirement Capital Strategies, exiting entirely with an estimated $1.1M sold.
- 39 institutional investors held FlexShares STOXX US ESG Select Index Fund (ESG) as of Q2 2022, up from 35 in Q1 2022.
- Funds reported $113M of FlexShares STOXX US ESG Select Index Fund stock for Q2 2022, down 16% quarter-over-quarter.
- 7 funds opened new FlexShares STOXX US ESG Select Index Fund positions in Q2 2022 and 3 closed out, a net change of +4 holders.
- The largest FlexShares STOXX US ESG Select Index Fund buyer in Q2 2022 was Northern Trust, an estimated $3.96M added.
- The largest FlexShares STOXX US ESG Select Index Fund seller in Q2 2022 was Retirement Capital Strategies, an estimated $1.1M sold.
Based on aggregated 13F filings for Q2 2022.