FlexShares STOXX US ESG Select Index Fund
ESG
35 hedge funds and large institutions have $110M invested in FlexShares STOXX US ESG Select Index Fund in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 7 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 7
1.03% more ownership
Funds ownership: 73.07% → 74.1% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less capital invested
Capital invested by funds: $113M → $110M (-$3.21M)
10% less funds holding
Funds holding: 39 → 35 (-4)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.51M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.28M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$636K |
| 4 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
+$485K |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$286K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.3M |
| 2 |
REMPR
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
-$607K |
| 3 |
FNWM
Financial Network Wealth Management
Draper,
Utah
|
-$288K |
| 4 |
HFS
Heritage Financial Services
Westwood,
Massachusetts
|
-$124K |
| 5 |
FUBT
First United Bank & Trust
Oakland,
Maryland
|
-$60K |
ESG Hedge Fund Activity: Q3 2022 in Review
35 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX US ESG Select Index Fund (ESG) for Q3 2022, worth a combined $110M — down 2.8% from $113M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of ESG and 4 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 14 added.
The largest buyer was Royal Bank of Canada, adding an estimated $1.51M. The largest seller was Jane Street, exiting entirely with an estimated $2.3M sold.
- 35 institutional investors held FlexShares STOXX US ESG Select Index Fund (ESG) as of Q3 2022, down from 39 in Q2 2022.
- Funds reported $110M of FlexShares STOXX US ESG Select Index Fund stock for Q3 2022, down 2.8% quarter-over-quarter.
- 4 funds opened new FlexShares STOXX US ESG Select Index Fund positions in Q3 2022 and 7 closed out, a net change of -3 holders.
- The largest FlexShares STOXX US ESG Select Index Fund buyer in Q3 2022 was Royal Bank of Canada, an estimated $1.51M added.
- The largest FlexShares STOXX US ESG Select Index Fund seller in Q3 2022 was Jane Street, an estimated $2.3M sold.
Based on aggregated 13F filings for Q3 2022.