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Northern Trust STOXX US ESG Select ETF
ESG

5 hedge funds and large institutions have $5M invested in Northern Trust STOXX US ESG Select ETF in 2016 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

67% more funds holding

Funds holding: 3 → 5 (+2)

41.27% more ownership

Funds ownership: 0% → 41.27% (+41%)

18% more capital inflows, than outflows

Capital inflows: $966K | Capital outflows: $815K

Holders
5
Holders Change
+2
Holders Change %
+66.67%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$903K
2
Carroll Financial Associates
Carroll Financial Associates
North Carolina
+$50.5K
3
UBS Group
UBS Group
Switzerland
+$7.22K
4
IFP Advisors
IFP Advisors
Florida
+$5.16K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$815K

ESG Hedge Fund Activity: Q4 2016 in Review

5 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Northern Trust STOXX US ESG Select ETF (ESG) for Q4 2016, worth a combined $5M — up 7.2% from $4.66M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new ESG positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was Northern Trust, adding an estimated $903K. The largest seller was JP Morgan Chase, cutting an estimated $815K.

  • 5 institutional investors held Northern Trust STOXX US ESG Select ETF (ESG) as of Q4 2016, up from 3 in Q3 2016.
  • Funds reported $5M of Northern Trust STOXX US ESG Select ETF stock for Q4 2016, up 7.2% quarter-over-quarter.
  • 2 funds opened new Northern Trust STOXX US ESG Select ETF positions in Q4 2016 and 0 closed out, a net change of +2 holders.
  • The largest Northern Trust STOXX US ESG Select ETF buyer in Q4 2016 was Northern Trust, an estimated $903K added.
  • The largest Northern Trust STOXX US ESG Select ETF seller in Q4 2016 was JP Morgan Chase, an estimated $815K sold.

Based on aggregated 13F filings for Q4 2016.