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FlexShares STOXX US ESG Select Index Fund
ESG

17 hedge funds and large institutions have $26.5M invested in FlexShares STOXX US ESG Select Index Fund in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

42% more funds holding

Funds holding: 12 → 17 (+5)

12% more capital invested

Capital invested by funds: $23.6M → $26.5M (+$2.94M)

1.29% less ownership

Funds ownership: 85.64% → 84.35% (-1.3%)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
17
Holders Change
+5
Holders Change %
+41.67%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
1
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$6.89M
2
CC
Claybrook Capital
Massachusetts
+$302K
3
AWA
Alaska Wealth Advisors
Alaska
+$233K
4
RCAG
Rehmann Capital Advisory Group
Michigan
+$118K
5
AG
Advisor Group
Arizona
+$6.39K

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$338K
2
LPL Financial
LPL Financial
California
-$219K
3
Jane Street
Jane Street
New York
-$182K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$177K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$24.6M +$6.89M +107,781 +35%
Jane Street
2
Jane Street
New York
$665K -$182K -2,852 -20%
WDL
3
Well Done LLC
Michigan
$281K – – –
CC
4
Claybrook Capital
Massachusetts
$281K +$302K +4,724 New
AWA
5
Alaska Wealth Advisors
Alaska
$216K +$233K +3,640 New
RCAG
6
Rehmann Capital Advisory Group
Michigan
$110K +$118K +1,850 New
CFA
7
Carroll Financial Associates
North Carolina
$107K – – –
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$106K -$177K -2,771 -61%
RFWA
9
RPg Family Wealth Advisory
Massachusetts
$74.8K – – –
Bank of America
10
Bank of America
North Carolina
$60K – – –
LFG
11
LifePlan Financial Group
Ohio
$16K – – –
IA
12
IFP Advisors
Florida
$10K – – –
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$6K +$6.26K +98 New
AG
14
Advisor Group
Arizona
$6K +$6.39K +100 New
PG
15
Patten Group
Tennessee
$2K +$1.92K +30 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
– -$338K -4,909 Closed
LPL Financial
17
LPL Financial
California
– -$219K -3,183 Closed
Fidelity Investments
18
Fidelity Investments
Massachusetts
– +$64 +1 New

ESG Hedge Fund Activity: Q4 2018 in Review

17 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX US ESG Select Index Fund (ESG) for Q4 2018, worth a combined $26.5M — up 12% from $23.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ESG positions and 2 closed out — a net gain of 5 holders — while 1 added to existing stakes and 2 trimmed.

The largest buyer was Northern Trust, adding an estimated $6.89M. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $338K sold.

  • 17 institutional investors held FlexShares STOXX US ESG Select Index Fund (ESG) as of Q4 2018, up from 12 in Q3 2018.
  • Funds reported $26.5M of FlexShares STOXX US ESG Select Index Fund stock for Q4 2018, up 12% quarter-over-quarter.
  • 7 funds opened new FlexShares STOXX US ESG Select Index Fund positions in Q4 2018 and 2 closed out, a net change of +5 holders.
  • The largest FlexShares STOXX US ESG Select Index Fund buyer in Q4 2018 was Northern Trust, an estimated $6.89M added.
  • The largest FlexShares STOXX US ESG Select Index Fund seller in Q4 2018 was Commonwealth Equity Services, an estimated $338K sold.

Based on aggregated 13F filings for Q4 2018.