FlexShares STOXX US ESG Select Index Fund
ESG
12 hedge funds and large institutions have $21.6M invested in FlexShares STOXX US ESG Select Index Fund in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 1
24% more capital invested
Capital invested by funds: $17.5M → $21.6M (+$4.16M)
20% more funds holding
Funds holding: 10 → 12 (+2)
4.35% more ownership
Funds ownership: 79.64% → 84% (+4.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$3.61M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$795K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$182K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$21.3K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$11.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$954K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Northern Trust
Chicago,
Illinois
| $18.9M | +$3.61M | +56,378 | +24% |
|
2
Jane Street
New York
| $1.19M | – | – | – |
|
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $829K | +$795K | +12,403 | +2,633% |
|
|
WDL
4
Well Done LLC
Holland,
Michigan
| $304K | – | – | – |
|
|
ASN
5
Advisory Services Network
Atlanta,
Georgia
| $190K | +$182K | +2,835 | New |
|
|
CFA
6
Carroll Financial Associates
Charlotte,
North Carolina
| $113K | – | – | – |
|
|
RFWA
7
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $81.1K | – | – | – |
|
|
8
Bank of America
Charlotte,
North Carolina
| $33K | +$21.3K | +332 | +184% |
|
|
9
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $19K | -$954K | -14,884 | -98% |
|
|
LFG
10
LifePlan Financial Group
Dayton,
Ohio
| $17K | – | – | – |
|
|
IA
11
IFP Advisors
Tampa,
Florida
| $11K | +$11.2K | +175 | New |
|
|
LYV
12
Live Your Vision
West Conshohocken,
Pennsylvania
| $1K | – | – | – |
|
ESG Hedge Fund Activity: Q2 2018 in Review
12 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX US ESG Select Index Fund (ESG) for Q2 2018, worth a combined $21.6M — up 24% from $17.5M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new ESG positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 1 trimmed.
The largest buyer was Northern Trust, adding an estimated $3.61M. The largest seller was Deutsche Bank, cutting an estimated $954K.
- 12 institutional investors held FlexShares STOXX US ESG Select Index Fund (ESG) as of Q2 2018, up from 10 in Q1 2018.
- Funds reported $21.6M of FlexShares STOXX US ESG Select Index Fund stock for Q2 2018, up 24% quarter-over-quarter.
- 2 funds opened new FlexShares STOXX US ESG Select Index Fund positions in Q2 2018 and 0 closed out, a net change of +2 holders.
- The largest FlexShares STOXX US ESG Select Index Fund buyer in Q2 2018 was Northern Trust, an estimated $3.61M added.
- The largest FlexShares STOXX US ESG Select Index Fund seller in Q2 2018 was Deutsche Bank, an estimated $954K sold.
Based on aggregated 13F filings for Q2 2018.