FlexShares STOXX US ESG Select Index Fund
ESG
51 hedge funds and large institutions have $68.8M invested in FlexShares STOXX US ESG Select Index Fund in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 18 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
11% more funds holding
Funds holding: 46 → 51 (+5)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3.81% less ownership
Funds ownership: 50.01% → 46.2% (-3.8%)
16% less capital invested
Capital invested by funds: $81.5M → $68.8M (-$12.8M)
67% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
+$2.2M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$490K |
| 3 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$359K |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$325K |
| 5 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
+$206K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$14.7M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$811K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$797K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$475K |
| 5 |
FUBT
First United Bank & Trust
Oakland,
Maryland
|
-$458K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
51
Principal Securities
Des Moines,
Iowa
| $276 | +$277 | +2 | New |
|
52
Wells Fargo
San Francisco,
California
| $38 | -$139 | -1 | Closed |
|
53
Mariner
Overland Park,
Kansas
| – | -$215K | -1,583 | Closed |
|
ESG Hedge Fund Activity: Q4 2024 in Review
51 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX US ESG Select Index Fund (ESG) for Q4 2024, worth a combined $68.8M — down 16% from $81.5M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new ESG positions and 2 closed out — a net gain of 7 holders — while 6 added to existing stakes and 18 trimmed.
The largest buyer was Synergy Asset Management, adding an estimated $2.2M. The largest seller was Northern Trust, cutting an estimated $14.7M.
- 51 institutional investors held FlexShares STOXX US ESG Select Index Fund (ESG) as of Q4 2024, up from 46 in Q3 2024.
- Funds reported $68.8M of FlexShares STOXX US ESG Select Index Fund stock for Q4 2024, down 16% quarter-over-quarter.
- 9 funds opened new FlexShares STOXX US ESG Select Index Fund positions in Q4 2024 and 2 closed out, a net change of +7 holders.
- The largest FlexShares STOXX US ESG Select Index Fund buyer in Q4 2024 was Synergy Asset Management, an estimated $2.2M added.
- The largest FlexShares STOXX US ESG Select Index Fund seller in Q4 2024 was Northern Trust, an estimated $14.7M sold.
Based on aggregated 13F filings for Q4 2024.