FlexShares STOXX US ESG Select Index Fund
ESG
42 hedge funds and large institutions have $149M invested in FlexShares STOXX US ESG Select Index Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 15 reducing their positions, and 6 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
8% more funds holding
Funds holding: 39 → 42 (+3)
7% more capital invested
Capital invested by funds: $138M → $149M (+$10.3M)
0.4% more ownership
Funds ownership: 73.07% → 73.47% (+0.4%)
60% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
+$4.25M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.03M |
| 3 |
BMD
Better Money Decisions
Santa Fe,
New Mexico
|
+$363K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$329K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$248K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
-$4.64M |
| 2 |
FNWM
Financial Network Wealth Management
Draper,
Utah
|
-$632K |
| 3 |
Morgan Stanley
New York
|
-$620K |
| 4 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
-$429K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$369K |
ESG Hedge Fund Activity: Q1 2024 in Review
42 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX US ESG Select Index Fund (ESG) for Q1 2024, worth a combined $149M — up 7.4% from $138M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new ESG positions and 6 closed out — a net gain of 3 holders — while 6 added to existing stakes and 15 trimmed.
The largest buyer was Interactive Financial Advisors, adding an estimated $4.25M. The largest seller was Forefront Analytics, exiting entirely with an estimated $4.64M sold.
- 42 institutional investors held FlexShares STOXX US ESG Select Index Fund (ESG) as of Q1 2024, up from 39 in Q4 2023.
- Funds reported $149M of FlexShares STOXX US ESG Select Index Fund stock for Q1 2024, up 7.4% quarter-over-quarter.
- 9 funds opened new FlexShares STOXX US ESG Select Index Fund positions in Q1 2024 and 6 closed out, a net change of +3 holders.
- The largest FlexShares STOXX US ESG Select Index Fund buyer in Q1 2024 was Interactive Financial Advisors, an estimated $4.25M added.
- The largest FlexShares STOXX US ESG Select Index Fund seller in Q1 2024 was Forefront Analytics, an estimated $4.64M sold.
Based on aggregated 13F filings for Q1 2024.