FlexShares STOXX US ESG Select Index Fund
ESG
37 hedge funds and large institutions have $115M invested in FlexShares STOXX US ESG Select Index Fund in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
6% more funds holding
Funds holding: 35 → 37 (+2)
5% more capital invested
Capital invested by funds: $110M → $115M (+$5.28M)
2.27% less ownership
Funds ownership: 74.1% → 71.83% (-2.3%)
15% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FNWM
Financial Network Wealth Management
Draper,
Utah
|
+$1.01M |
| 2 |
Morgan Stanley
New York
|
+$446K |
| 3 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
+$400K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$252K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$248K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.41M |
| 2 |
REMPR
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
-$921K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$724K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$443K |
| 5 |
FUBT
First United Bank & Trust
Oakland,
Maryland
|
-$360K |
ESG Hedge Fund Activity: Q4 2022 in Review
37 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX US ESG Select Index Fund (ESG) for Q4 2022, worth a combined $115M — up 4.8% from $110M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new ESG positions and 3 closed out — a net gain of 3 holders — while 11 added to existing stakes and 13 trimmed.
The largest buyer was Financial Network Wealth Management, adding an estimated $1.01M. The largest seller was Royal Bank of Canada, cutting an estimated $2.41M.
- 37 institutional investors held FlexShares STOXX US ESG Select Index Fund (ESG) as of Q4 2022, up from 35 in Q3 2022.
- Funds reported $115M of FlexShares STOXX US ESG Select Index Fund stock for Q4 2022, up 4.8% quarter-over-quarter.
- 6 funds opened new FlexShares STOXX US ESG Select Index Fund positions in Q4 2022 and 3 closed out, a net change of +3 holders.
- The largest FlexShares STOXX US ESG Select Index Fund buyer in Q4 2022 was Financial Network Wealth Management, an estimated $1.01M added.
- The largest FlexShares STOXX US ESG Select Index Fund seller in Q4 2022 was Royal Bank of Canada, an estimated $2.41M sold.
Based on aggregated 13F filings for Q4 2022.