FlexShares STOXX US ESG Select Index Fund
ESG
20 hedge funds and large institutions have $49.2M invested in FlexShares STOXX US ESG Select Index Fund in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 2 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
15% more capital invested
Capital invested by funds: $42.8M → $49.2M (+$6.4M)
0% more funds holding
Funds holding: 20 → 20 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
5.64% less ownership
Funds ownership: 82.59% → 76.94% (-5.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$1.46M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$565K |
| 3 |
Jane Street
New York
|
+$262K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$231K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$26.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$55.5K |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$15.9K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$13.4K |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$13K |
| 5 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$7K |
ESG Hedge Fund Activity: Q4 2019 in Review
20 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX US ESG Select Index Fund (ESG) for Q4 2019, worth a combined $49.2M — up 15% from $42.8M a quarter earlier.
Fund positioning in ESG was balanced in Q4 2019: 2 funds opened new positions, 2 closed out, 6 added to existing stakes and 4 trimmed.
The largest buyer was Northern Trust, adding an estimated $1.46M. The largest seller was UBS Group, cutting an estimated $55.5K.
- 20 institutional investors held FlexShares STOXX US ESG Select Index Fund (ESG) as of Q4 2019, unchanged from Q3 2019.
- Funds reported $49.2M of FlexShares STOXX US ESG Select Index Fund stock for Q4 2019, up 15% quarter-over-quarter.
- 2 funds opened new FlexShares STOXX US ESG Select Index Fund positions in Q4 2019 and 2 closed out, a net change of 0 holders.
- The largest FlexShares STOXX US ESG Select Index Fund buyer in Q4 2019 was Northern Trust, an estimated $1.46M added.
- The largest FlexShares STOXX US ESG Select Index Fund seller in Q4 2019 was UBS Group, an estimated $55.5K sold.
Based on aggregated 13F filings for Q4 2019.