FlexShares STOXX US ESG Select Index Fund
ESG
5 hedge funds and large institutions have $11.2M invested in FlexShares STOXX US ESG Select Index Fund in 2017 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, reducing their positions, and 2 closing their positions.
16% more capital invested
Capital invested by funds: $9.65M → $11.2M (+$1.54M)
5.37% more ownership
Funds ownership: 71.16% → 76.53% (+5.4%)
17% less funds holding
Funds holding: 6 → 5 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$763K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.9K |
| 3 |
LYV
Live Your Vision
West Conshohocken,
Pennsylvania
|
+$490 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
-$6K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Northern Trust
Chicago,
Illinois
| $11M | +$763K | +12,465 | +8% |
|
|
CFA
2
Carroll Financial Associates
Charlotte,
North Carolina
| $112K | – | – | – |
|
|
RFWA
3
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $68.7K | – | – | – |
|
|
4
Bank of America
Charlotte,
North Carolina
| $11K | +$4.9K | +80 | +80% |
|
|
IA
5
IFP Advisors
Tampa,
Florida
| – | -$6K | -100 | Closed |
|
|
TRCT
6
Tower Research Capital (TRC)
New York
| – | -$6K | -100 | Closed |
|
|
LYV
7
Live Your Vision
West Conshohocken,
Pennsylvania
| – | +$490 | +8 | New |
|
ESG Hedge Fund Activity: Q4 2017 in Review
5 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX US ESG Select Index Fund (ESG) for Q4 2017, worth a combined $11.2M — up 16% from $9.65M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of ESG and 1 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.
The largest buyer was Northern Trust, adding an estimated $763K. The largest seller was IFP Advisors, exiting entirely with an estimated $6K sold.
- 5 institutional investors held FlexShares STOXX US ESG Select Index Fund (ESG) as of Q4 2017, down from 6 in Q3 2017.
- Funds reported $11.2M of FlexShares STOXX US ESG Select Index Fund stock for Q4 2017, up 16% quarter-over-quarter.
- 1 fund opened new FlexShares STOXX US ESG Select Index Fund positions in Q4 2017 and 2 closed out, a net change of -1 holder.
- The largest FlexShares STOXX US ESG Select Index Fund buyer in Q4 2017 was Northern Trust, an estimated $763K added.
- The largest FlexShares STOXX US ESG Select Index Fund seller in Q4 2017 was IFP Advisors, an estimated $6K sold.
Based on aggregated 13F filings for Q4 2017.