We are live on ! Find out more
ESG icon

FlexShares STOXX US ESG Select Index Fund
ESG

46 hedge funds and large institutions have $81.5M invested in FlexShares STOXX US ESG Select Index Fund in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

0% more funds holding

Funds holding: 46 → 46 (0)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

5.29% less ownership

Funds ownership: 55.3% → 50.01% (-5.3%)

17% less capital invested

Capital invested by funds: $97.9M → $81.5M (-$16.4M)

Holders
46
Holders Change
–
Holders Change %
0%
% 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
3
Increased
11
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$641K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$572K
3
LPL Financial
LPL Financial
California
+$543K
4
DAS
Dynamic Advisor Solutions
Arizona
+$198K
5
HI
Harbour Investments
Wisconsin
+$154K

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$22.6M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$646K
3
Two Sigma Investments
Two Sigma Investments
New York
-$321K
4
FUBT
First United Bank & Trust
Maryland
-$300K
5
REMPR
Roof Eidam Maycock Peralta (REMP)
California
-$289K
Name Holding Trade Value Shares
Change 		Change in
Stake
EFMC
26
Empire Financial Management Company
New York
$262K – – –
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$257K – – –
HighTower Advisors
28
HighTower Advisors
Illinois
$245K – – –
MIA
29
Milestone Investment Advisors
Wisconsin
$242K – – –
RJFSA
30
Raymond James Financial Services Advisors
Florida
$218K -$11.9K -91 -5%
Mariner
31
Mariner
Kansas
$215K – – –
SAM
32
Synergy Asset Management
Washington
$211K -$30.9K -236 -13%
DAS
33
Dynamic Advisor Solutions
Arizona
$205K +$198K +1,511 New
FHA
34
First Horizon Advisors
Tennessee
$160K – – –
HI
35
Harbour Investments
Wisconsin
$159K +$154K +1,174 New
AIP
36
Ameritas Investment Partners
Nebraska
$66.6K – – –
Osaic Holdings
37
Osaic Holdings
Arizona
$62.5K -$2.88K -22 -5%
CT
38
Caldwell Trust
Florida
$53.7K – – –
CFO
39
CVA Family Office
Colorado
$30.6K – – –
JP Morgan Chase
40
JP Morgan Chase
New York
$20.9K – – –
Comerica Bank
41
Comerica Bank
Texas
$17.8K – – –
Fidelity Investments
42
Fidelity Investments
Massachusetts
$17.3K +$3.79K +29 +29%
VF
43
VitalStone Financial
Texas
$9.64K – – –
PBK
44
Peoples Bank (Kansas)
Kansas
$8.15K – – –
DFA
45
DHJJ Financial Advisors
Illinois
$2.88K – – –
Wells Fargo
46
Wells Fargo
California
$118 – – –
Two Sigma Investments
47
Two Sigma Investments
New York
– -$321K -2,500 Closed
MG
48
Mather Group
Illinois
– -$152K -1,200 Closed
ATPW
49
Ashton Thomas Private Wealth
Arizona
– -$87.2K -680 Closed
1
2

ESG Hedge Fund Activity: Q3 2024 in Review

46 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX US ESG Select Index Fund (ESG) for Q3 2024, worth a combined $81.5M — down 17% from $97.9M a quarter earlier.

Fund positioning in ESG was balanced in Q3 2024: 3 funds opened new positions, 3 closed out, 11 added to existing stakes and 10 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $641K. The largest seller was Northern Trust, cutting an estimated $22.6M.

  • 46 institutional investors held FlexShares STOXX US ESG Select Index Fund (ESG) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $81.5M of FlexShares STOXX US ESG Select Index Fund stock for Q3 2024, down 17% quarter-over-quarter.
  • 3 funds opened new FlexShares STOXX US ESG Select Index Fund positions in Q3 2024 and 3 closed out, a net change of 0 holders.
  • The largest FlexShares STOXX US ESG Select Index Fund buyer in Q3 2024 was Citadel Advisors, an estimated $641K added.
  • The largest FlexShares STOXX US ESG Select Index Fund seller in Q3 2024 was Northern Trust, an estimated $22.6M sold.

Based on aggregated 13F filings for Q3 2024.