FlexShares STOXX US ESG Select Index Fund
ESG
12 hedge funds and large institutions have $23.6M invested in FlexShares STOXX US ESG Select Index Fund in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
9% more capital invested
Capital invested by funds: $21.6M → $23.6M (+$1.96M)
1.64% more ownership
Funds ownership: 84% → 85.64% (+1.6%)
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$940K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$332K |
| 3 |
LPL Financial
San Diego,
California
|
+$215K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$34.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$563K |
| 2 |
Jane Street
New York
|
-$303K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$190K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$19K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Northern Trust
Chicago,
Illinois
| $21.1M | +$940K | +13,906 | +5% |
|
|
2
Jane Street
New York
| $971K | -$303K | -4,482 | -24% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $338K | +$332K | +4,909 | New |
|
|
WDL
4
Well Done LLC
Holland,
Michigan
| $326K | – | – | – |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $314K | -$563K | -8,325 | -65% |
|
|
6
LPL Financial
San Diego,
California
| $219K | +$215K | +3,183 | New |
|
|
CFA
7
Carroll Financial Associates
Charlotte,
North Carolina
| $121K | – | – | – |
|
|
RFWA
8
RPg Family Wealth Advisory
Burlington,
Massachusetts
| $86.8K | – | – | – |
|
|
9
Bank of America
Charlotte,
North Carolina
| $70K | +$34.2K | +505 | +99% |
|
|
LFG
10
LifePlan Financial Group
Dayton,
Ohio
| $18K | – | – | – |
|
|
IA
11
IFP Advisors
Tampa,
Florida
| $12K | – | – | – |
|
|
LYV
12
Live Your Vision
West Conshohocken,
Pennsylvania
| $1K | – | – | – |
|
|
ASN
13
Advisory Services Network
Atlanta,
Georgia
| – | -$190K | -2,835 | Closed |
|
|
14
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$19K | -300 | Closed |
|
ESG Hedge Fund Activity: Q3 2018 in Review
12 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX US ESG Select Index Fund (ESG) for Q3 2018, worth a combined $23.6M — up 9.1% from $21.6M a quarter earlier.
Fund positioning in ESG was balanced in Q3 2018: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Northern Trust, adding an estimated $940K. The largest seller was Royal Bank of Canada, cutting an estimated $563K.
- 12 institutional investors held FlexShares STOXX US ESG Select Index Fund (ESG) as of Q3 2018, unchanged from Q2 2018.
- Funds reported $23.6M of FlexShares STOXX US ESG Select Index Fund stock for Q3 2018, up 9.1% quarter-over-quarter.
- 2 funds opened new FlexShares STOXX US ESG Select Index Fund positions in Q3 2018 and 2 closed out, a net change of 0 holders.
- The largest FlexShares STOXX US ESG Select Index Fund buyer in Q3 2018 was Northern Trust, an estimated $940K added.
- The largest FlexShares STOXX US ESG Select Index Fund seller in Q3 2018 was Royal Bank of Canada, an estimated $563K sold.
Based on aggregated 13F filings for Q3 2018.