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FlexShares STOXX US ESG Select Index Fund
ESG

37 hedge funds and large institutions have $115M invested in FlexShares STOXX US ESG Select Index Fund in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

6% more funds holding

Funds holding: 35 → 37 (+2)

5% more capital invested

Capital invested by funds: $110M → $115M (+$5.28M)

2.27% less ownership

Funds ownership: 74.1% → 71.83% (-2.3%)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.59%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
6
Increased
11
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FNWM
Financial Network Wealth Management
Utah
+$1.01M
2
Morgan Stanley
Morgan Stanley
New York
+$446K
3
IFA
Interactive Financial Advisors
Illinois
+$400K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$252K
5
FTUS
Flow Traders U.S.
New York
+$248K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.41M
2
REMPR
Roof Eidam Maycock Peralta (REMP)
California
-$921K
3
Citadel Advisors
Citadel Advisors
Florida
-$724K
4
Bank of America
Bank of America
North Carolina
-$443K
5
FUBT
First United Bank & Trust
Maryland
-$360K
Name Holding Trade Value Shares
Change 		Change in
Stake
CNC
26
Citizens & Northern Corp
Pennsylvania
$212K -$19.4K -210 -8%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$209K -$18.7K -202 -8%
HGWM
28
Harvest Group Wealth Management
Massachusetts
$59K -$2.5K -27 -4%
Citigroup
29
Citigroup
New York
$47.3K – – –
AIP
30
Ameritas Investment Partners
Nebraska
$46.8K – – –
RBC
31
Romano Brothers & Co
Illinois
$45.9K +$46.2K +500 New
Wells Fargo
32
Wells Fargo
California
$29.6K -$29.5K -319 -50%
IA
33
IFP Advisors
Florida
$24K – – –
EE
34
EWG Elevate
California
$24K +$24.1K +261 New
CFO
35
CVA Family Office
Colorado
$20.7K – – –
VF
36
VitalStone Financial
Texas
$9K +$9.06K +98 New
BTI
37
Blue Trust Inc
Georgia
$4K – – –
EIP
38
Ellis Investment Partners
Pennsylvania
– -$22K -265 Closed
HGERS
39
Householder Group Estate & Retirement Specialist
Arizona
– -$12K -150 Closed
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
– -$1K -16 Closed
1
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ESG Hedge Fund Activity: Q4 2022 in Review

37 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX US ESG Select Index Fund (ESG) for Q4 2022, worth a combined $115M — up 4.8% from $110M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ESG positions and 3 closed out — a net gain of 3 holders — while 11 added to existing stakes and 13 trimmed.

The largest buyer was Financial Network Wealth Management, adding an estimated $1.01M. The largest seller was Royal Bank of Canada, cutting an estimated $2.41M.

  • 37 institutional investors held FlexShares STOXX US ESG Select Index Fund (ESG) as of Q4 2022, up from 35 in Q3 2022.
  • Funds reported $115M of FlexShares STOXX US ESG Select Index Fund stock for Q4 2022, up 4.8% quarter-over-quarter.
  • 6 funds opened new FlexShares STOXX US ESG Select Index Fund positions in Q4 2022 and 3 closed out, a net change of +3 holders.
  • The largest FlexShares STOXX US ESG Select Index Fund buyer in Q4 2022 was Financial Network Wealth Management, an estimated $1.01M added.
  • The largest FlexShares STOXX US ESG Select Index Fund seller in Q4 2022 was Royal Bank of Canada, an estimated $2.41M sold.

Based on aggregated 13F filings for Q4 2022.