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FlexShares STOXX US ESG Select Index Fund

19 hedge funds and large institutions have $40.6M invested in FlexShares STOXX US ESG Select Index Fund in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

19% more funds holding

Funds holding: 1619 (+3)

14% more capital invested

Capital invested by funds: $35.5M → $40.6M (+$5.03M)

1.35% more ownership

Funds ownership: 84.09%85.44% (+1.3%)

Holders
19
Holders Change
+3
Holders Change %
+18.75%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
5
Reduced
1
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$34.5M +$2.08M +30,388 +7%
CAN
2
Cetera Advisor Networks
California
$2.3M +$936K +13,641 +71%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$860K +$139K +2,021 +20%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$814K +$800K +11,663 New
WDL
5
Well Done LLC
Michigan
$330K
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$295K +$290K +4,222 New
HighTower Advisors
7
HighTower Advisors
Illinois
$291K +$285K +4,157 New
LPL Financial
8
LPL Financial
California
$269K +$265K +3,859 New
AWA
9
Alaska Wealth Advisors
Alaska
$241K
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$218K -$565K -8,238 -73%
RCAG
11
Rehmann Capital Advisory Group
Michigan
$130K +$549 +8 +0.4%
CFA
12
Carroll Financial Associates
North Carolina
$123K
RFWA
13
RPg Family Wealth Advisory
Massachusetts
$112K +$10.3K +150 +10%
Bank of America
14
Bank of America
North Carolina
$88K
LFG
15
LifePlan Financial Group
Ohio
$18K
AG
16
Advisor Group
Arizona
$7K
AIP
17
Ameritas Investment Partners
Nebraska
$6K +$6.51K +95 New
Jane Street
18
Jane Street
New York
-$702K -10,462 Closed
LTFS
19
Ladenburg Thalmann Financial Services
Florida
-$7K -98 Closed
Fidelity Investments
20
Fidelity Investments
Massachusetts
+$69 +1 New
Wells Fargo
21
Wells Fargo
California
+$69 +1 New

ESG Hedge Fund Activity: Q2 2019 in Review

19 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX US ESG Select Index Fund (ESG) for Q2 2019, worth a combined $40.6M — up 14% from $35.5M a quarter earlier.

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

The largest buyer was Northern Trust, adding an estimated $2.08M. The largest seller was Jane Street, exiting entirely with an estimated $702K sold.

  • 19 institutional investors held FlexShares STOXX US ESG Select Index Fund (ESG) as of Q2 2019, up from 16 in Q1 2019.
  • Funds reported $40.6M of FlexShares STOXX US ESG Select Index Fund stock for Q2 2019, up 14% quarter-over-quarter.
  • 7 funds opened new FlexShares STOXX US ESG Select Index Fund positions in Q2 2019 and 2 closed out, a net change of +5 holders.
  • The largest FlexShares STOXX US ESG Select Index Fund buyer in Q2 2019 was Northern Trust, an estimated $2.08M added.
  • The largest FlexShares STOXX US ESG Select Index Fund seller in Q2 2019 was Jane Street, an estimated $702K sold.

Based on aggregated 13F filings for Q2 2019.