FlexShares STOXX US ESG Select Index Fund
ESG
16 hedge funds and large institutions have $35.5M invested in FlexShares STOXX US ESG Select Index Fund in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 3 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
34% more capital invested
Capital invested by funds: $26.5M → $35.5M (+$8.98M)
0.26% less ownership
Funds ownership: 84.35% → 84.09% (-0.26%)
6% less funds holding
Funds holding: 17 → 16 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$3.13M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$1.24M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$664K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$618K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$16.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CC
Claybrook Capital
Wellesley,
Massachusetts
|
-$281K |
| 2 |
Jane Street
New York
|
-$47.9K |
| 3 |
AWA
Alaska Wealth Advisors
Anchorage,
Alaska
|
-$2.9K |
| 4 |
PG
Patten Group
Chattanooga,
Tennessee
|
-$2K |
ESG Hedge Fund Activity: Q1 2019 in Review
16 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX US ESG Select Index Fund (ESG) for Q1 2019, worth a combined $35.5M — up 34% from $26.5M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of ESG and 2 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 5 added.
The largest buyer was Northern Trust, adding an estimated $3.13M. The largest seller was Claybrook Capital, exiting entirely with an estimated $281K sold.
- 16 institutional investors held FlexShares STOXX US ESG Select Index Fund (ESG) as of Q1 2019, down from 17 in Q4 2018.
- Funds reported $35.5M of FlexShares STOXX US ESG Select Index Fund stock for Q1 2019, up 34% quarter-over-quarter.
- 2 funds opened new FlexShares STOXX US ESG Select Index Fund positions in Q1 2019 and 3 closed out, a net change of -1 holder.
- The largest FlexShares STOXX US ESG Select Index Fund buyer in Q1 2019 was Northern Trust, an estimated $3.13M added.
- The largest FlexShares STOXX US ESG Select Index Fund seller in Q1 2019 was Claybrook Capital, an estimated $281K sold.
Based on aggregated 13F filings for Q1 2019.