FlexShares STOXX US ESG Select Index Fund
ESG
38 hedge funds and large institutions have $132M invested in FlexShares STOXX US ESG Select Index Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
9% more capital invested
Capital invested by funds: $121M → $132M (+$11.4M)
3% more funds holding
Funds holding: 37 → 38 (+1)
1.39% more ownership
Funds ownership: 71.28% → 72.67% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.13M |
| 2 |
FNWM
Financial Network Wealth Management
Draper,
Utah
|
+$819K |
| 3 |
Morgan Stanley
New York
|
+$523K |
| 4 |
Mariner
Overland Park,
Kansas
|
+$509K |
| 5 |
BFA
Buttonwood Financial Advisors
Baltimore,
Maryland
|
+$275K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$2.57M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$834K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$604K |
| 4 |
CT
Caldwell Trust
Venice,
Florida
|
-$509K |
| 5 |
REMPR
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
-$283K |
ESG Hedge Fund Activity: Q2 2023 in Review
38 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX US ESG Select Index Fund (ESG) for Q2 2023, worth a combined $132M — up 9.4% from $121M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new ESG positions and 2 closed out — a net gain of 3 holders — while 13 added to existing stakes and 13 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $1.13M. The largest seller was Northern Trust, cutting an estimated $2.57M.
- 38 institutional investors held FlexShares STOXX US ESG Select Index Fund (ESG) as of Q2 2023, up from 37 in Q1 2023.
- Funds reported $132M of FlexShares STOXX US ESG Select Index Fund stock for Q2 2023, up 9.4% quarter-over-quarter.
- 5 funds opened new FlexShares STOXX US ESG Select Index Fund positions in Q2 2023 and 2 closed out, a net change of +3 holders.
- The largest FlexShares STOXX US ESG Select Index Fund buyer in Q2 2023 was Royal Bank of Canada, an estimated $1.13M added.
- The largest FlexShares STOXX US ESG Select Index Fund seller in Q2 2023 was Northern Trust, an estimated $2.57M sold.
Based on aggregated 13F filings for Q2 2023.