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FlexShares STOXX US ESG Select Index Fund

37 hedge funds and large institutions have $121M invested in FlexShares STOXX US ESG Select Index Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

5% more capital invested

Capital invested by funds: $115M → $121M (+$5.45M)

0% more funds holding

Funds holding: 3737 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.55% less ownership

Funds ownership: 71.83%71.28% (-0.55%)

53% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 15

Holders
37
Holders Change
Holders Change %
0%
% of All Funds
0.59%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
6
Increased
7
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$85.8M +$1.3M +13,450 +2%
FNWM
2
Financial Network Wealth Management
Utah
$8.08M -$29.7K -308 -0.4%
LPL Financial
3
LPL Financial
California
$4.19M -$23.6K -244 -0.6%
FUBT
4
First United Bank & Trust
Maryland
$4.04M -$786K -8,144 -17%
IFA
5
Interactive Financial Advisors
Illinois
$4.02M -$117K -1,209 -3%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.49M +$1.55M +16,098 +180%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.11M +$480K +4,975 +31%
RW
8
RVW Wealth
California
$1.48M +$8.4K +87 +0.6%
REMPR
9
Roof Eidam Maycock Peralta (REMP)
California
$1.46M -$165K -1,705 -10%
Citadel Advisors
10
Citadel Advisors
Florida
$1.03M +$450K +4,662 +82%
Bank of America
11
Bank of America
North Carolina
$723K -$2.4M -24,908 -77%
Goldman Sachs
12
Goldman Sachs
New York
$551K
CT
13
Caldwell Trust
Florida
$545K +$12.9K +134 +3%
WDL
14
Well Done LLC
Michigan
$475K +$1.16K +12 +0.3%
PA
15
Parallel Advisors
California
$425K
Osaic Holdings
16
Osaic Holdings
Arizona
$405K -$40.2K -416 -9%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$401K +$390K +4,041 New
CAL
18
Capital Analysts LLC
Pennsylvania
$371K -$460K -4,768 -56%
HighTower Advisors
19
HighTower Advisors
Illinois
$365K -$8.88K -92 -2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$350K -$97 -1 -0%
CAGAS
21
Capital Advisory Group Advisory Services
Minnesota
$248K +$241K +2,500 New
CNC
22
Citizens & Northern Corp
Pennsylvania
$229K
Morgan Stanley
23
Morgan Stanley
New York
$227K -$418K -4,331 -65%
EFMC
24
Empire Financial Management Company
New York
$214K +$208K +2,158 New
MIA
25
Milestone Investment Advisors
Wisconsin
$212K -$25.8K -267 -11%

ESG Hedge Fund Activity: Q1 2023 in Review

37 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX US ESG Select Index Fund (ESG) for Q1 2023, worth a combined $121M — up 4.7% from $115M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ESG positions and 5 closed out — a net gain of 1 holder — while 7 added to existing stakes and 15 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $1.55M. The largest seller was Bank of America, cutting an estimated $2.4M.

  • 37 institutional investors held FlexShares STOXX US ESG Select Index Fund (ESG) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $121M of FlexShares STOXX US ESG Select Index Fund stock for Q1 2023, up 4.7% quarter-over-quarter.
  • 6 funds opened new FlexShares STOXX US ESG Select Index Fund positions in Q1 2023 and 5 closed out, a net change of +1 holder.
  • The largest FlexShares STOXX US ESG Select Index Fund buyer in Q1 2023 was Royal Bank of Canada, an estimated $1.55M added.
  • The largest FlexShares STOXX US ESG Select Index Fund seller in Q1 2023 was Bank of America, an estimated $2.4M sold.

Based on aggregated 13F filings for Q1 2023.