FlexShares STOXX US ESG Select Index Fund
ESG
6 hedge funds and large institutions have $6.54M invested in FlexShares STOXX US ESG Select Index Fund in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
31% more capital invested
Capital invested by funds: $5M → $6.54M (+$1.54M)
22.64% more ownership
Funds ownership: 94.92% → 117.56% (+23%)
20% more funds holding
Funds holding: 5 → 6 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$4.68M |
| 2 |
Citigroup
New York
|
+$477K |
| 3 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$29.1K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$55 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$3.78M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$5.48K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Northern Trust
Chicago,
Illinois
| $5.96M | +$4.68M | +85,303 | +390% |
|
|
2
Citigroup
New York
| $481K | +$477K | +8,700 | New |
|
|
CFA
3
Carroll Financial Associates
Charlotte,
North Carolina
| $83K | +$29.1K | +530 | +54% |
|
|
IA
4
IFP Advisors
Tampa,
Florida
| $6K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $3K | -$5.48K | -100 | -63% |
|
|
6
JP Morgan Chase
New York
| – | -$3.78M | -71,790 | Closed |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| – | +$55 | +1 | New |
|
ESG Hedge Fund Activity: Q1 2017 in Review
6 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX US ESG Select Index Fund (ESG) for Q1 2017, worth a combined $6.54M — up 31% from $5M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new ESG positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Northern Trust, adding an estimated $4.68M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $3.78M sold.
- 6 institutional investors held FlexShares STOXX US ESG Select Index Fund (ESG) as of Q1 2017, up from 5 in Q4 2016.
- Funds reported $6.54M of FlexShares STOXX US ESG Select Index Fund stock for Q1 2017, up 31% quarter-over-quarter.
- 2 funds opened new FlexShares STOXX US ESG Select Index Fund positions in Q1 2017 and 1 closed out, a net change of +1 holder.
- The largest FlexShares STOXX US ESG Select Index Fund buyer in Q1 2017 was Northern Trust, an estimated $4.68M added.
- The largest FlexShares STOXX US ESG Select Index Fund seller in Q1 2017 was JP Morgan Chase, an estimated $3.78M sold.
Based on aggregated 13F filings for Q1 2017.