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FlexShares STOXX US ESG Select Index Fund
ESG

46 hedge funds and large institutions have $97.9M invested in FlexShares STOXX US ESG Select Index Fund in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more funds holding

Funds holding: 42 → 46 (+4)

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

18.17% less ownership

Funds ownership: 73.47% → 55.3% (-18%)

34% less capital invested

Capital invested by funds: $149M → $97.9M (-$50.7M)

Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
0.66%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
4
Increased
13
Reduced
12
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.08M
2
Two Sigma Investments
Two Sigma Investments
New York
+$312K
3
Morgan Stanley
Morgan Stanley
New York
+$290K
4
SAM
Synergy Asset Management
Washington
+$224K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$155K

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$51.9M
2
Citadel Advisors
Citadel Advisors
Florida
-$663K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$624K
4
Goldman Sachs
Goldman Sachs
New York
-$426K
5
Bank of America
Bank of America
North Carolina
-$202K
Name Holding Trade Value Shares
Change 		Change in
Stake
EFMC
26
Empire Financial Management Company
New York
$247K -$5.62K -45 -2%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$242K – – –
HighTower Advisors
28
HighTower Advisors
Illinois
$231K – – –
SAM
29
Synergy Asset Management
Washington
$230K +$224K +1,792 New
MIA
30
Milestone Investment Advisors
Wisconsin
$229K – – –
RJFSA
31
Raymond James Financial Services Advisors
Florida
$218K – – –
Mariner
32
Mariner
Kansas
$203K -$1.37K -11 -0.7%
MG
33
Mather Group
Illinois
$152K +$150K +1,200 New
FHA
34
First Horizon Advisors
Tennessee
$151K -$4.37K -35 -3%
ATPW
35
Ashton Thomas Private Wealth
Arizona
$87.2K +$84.9K +680 New
AIP
36
Ameritas Investment Partners
Nebraska
$62.9K – – –
Osaic Holdings
37
Osaic Holdings
Arizona
$62K +$17.8K +143 +42%
CT
38
Caldwell Trust
Florida
$50.7K – – –
CFO
39
CVA Family Office
Colorado
$28.9K – – –
JP Morgan Chase
40
JP Morgan Chase
New York
$19.8K – – –
Comerica Bank
41
Comerica Bank
Texas
$16.8K +$6.99K +56 +75%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$12.7K +$4.37K +35 +55%
VF
43
VitalStone Financial
Texas
$9.11K – – –
PBK
44
Peoples Bank (Kansas)
Kansas
$7.7K – – –
DFA
45
DHJJ Financial Advisors
Illinois
$2.71K – – –
Wells Fargo
46
Wells Fargo
California
$167 – – –
1
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ESG Hedge Fund Activity: Q2 2024 in Review

46 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX US ESG Select Index Fund (ESG) for Q2 2024, worth a combined $97.9M — down 34% from $149M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ESG positions and 0 closed out — a net gain of 4 holders — while 13 added to existing stakes and 12 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $1.08M. The largest seller was Northern Trust, cutting an estimated $51.9M.

  • 46 institutional investors held FlexShares STOXX US ESG Select Index Fund (ESG) as of Q2 2024, up from 42 in Q1 2024.
  • Funds reported $97.9M of FlexShares STOXX US ESG Select Index Fund stock for Q2 2024, down 34% quarter-over-quarter.
  • 4 funds opened new FlexShares STOXX US ESG Select Index Fund positions in Q2 2024 and 0 closed out, a net change of +4 holders.
  • The largest FlexShares STOXX US ESG Select Index Fund buyer in Q2 2024 was Royal Bank of Canada, an estimated $1.08M added.
  • The largest FlexShares STOXX US ESG Select Index Fund seller in Q2 2024 was Northern Trust, an estimated $51.9M sold.

Based on aggregated 13F filings for Q2 2024.