FlexShares STOXX US ESG Select Index Fund
ESG
39 hedge funds and large institutions have $138M invested in FlexShares STOXX US ESG Select Index Fund in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 8 closing their positions.
10% more capital invested
Capital invested by funds: $126M → $138M (+$12.6M)
0.1% less ownership
Funds ownership: 73.17% → 73.07% (-0.1%)
9% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 11
3% less funds holding
Funds holding: 40 → 39 (-1)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
+$4.37M |
| 2 |
Morgan Stanley
New York
|
+$1.65M |
| 3 |
FUBT
First United Bank & Trust
Oakland,
Maryland
|
+$257K |
| 4 |
CNC
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
+$241K |
| 5 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
+$197K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
-$3.65M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.13M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$733K |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$638K |
| 5 |
LPL Financial
San Diego,
California
|
-$469K |
ESG Hedge Fund Activity: Q4 2023 in Review
39 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX US ESG Select Index Fund (ESG) for Q4 2023, worth a combined $138M — up 10% from $126M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of ESG and 7 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 10 added.
The largest buyer was Forefront Analytics, opening a new position worth an estimated $4.37M. The largest seller was Interactive Financial Advisors, cutting an estimated $3.65M.
- 39 institutional investors held FlexShares STOXX US ESG Select Index Fund (ESG) as of Q4 2023, down from 40 in Q3 2023.
- Funds reported $138M of FlexShares STOXX US ESG Select Index Fund stock for Q4 2023, up 10% quarter-over-quarter.
- 7 funds opened new FlexShares STOXX US ESG Select Index Fund positions in Q4 2023 and 8 closed out, a net change of -1 holder.
- The largest FlexShares STOXX US ESG Select Index Fund buyer in Q4 2023 was Forefront Analytics, an estimated $4.37M added.
- The largest FlexShares STOXX US ESG Select Index Fund seller in Q4 2023 was Interactive Financial Advisors, an estimated $3.65M sold.
Based on aggregated 13F filings for Q4 2023.