Northern Trust STOXX US ESG Select ETF
ESG
40 hedge funds and large institutions have $126M invested in Northern Trust STOXX US ESG Select ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 16 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
5% more funds holding
Funds holding: 38 → 40 (+2)
0.5% more ownership
Funds ownership: 72.67% → 73.17% (+0.5%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
5% less capital invested
Capital invested by funds: $132M → $126M (-$6.55M)
56% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$519K |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$312K |
| 3 |
CAGAS
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
|
+$272K |
| 4 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
+$109K |
| 5 |
Morgan Stanley
New York
|
+$62.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.57M |
| 2 |
Mariner
Overland Park,
Kansas
|
-$539K |
| 3 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
-$476K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$328K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$323K |
ESG Hedge Fund Activity: Q3 2023 in Review
40 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Northern Trust STOXX US ESG Select ETF (ESG) for Q3 2023, worth a combined $126M — down 5% from $132M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new ESG positions and 6 closed out — a net gain of 2 holders — while 7 added to existing stakes and 16 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $519K. The largest seller was Royal Bank of Canada, cutting an estimated $1.57M.
- 40 institutional investors held Northern Trust STOXX US ESG Select ETF (ESG) as of Q3 2023, up from 38 in Q2 2023.
- Funds reported $126M of Northern Trust STOXX US ESG Select ETF stock for Q3 2023, down 5% quarter-over-quarter.
- 8 funds opened new Northern Trust STOXX US ESG Select ETF positions in Q3 2023 and 6 closed out, a net change of +2 holders.
- The largest Northern Trust STOXX US ESG Select ETF buyer in Q3 2023 was Citadel Advisors, an estimated $519K added.
- The largest Northern Trust STOXX US ESG Select ETF seller in Q3 2023 was Royal Bank of Canada, an estimated $1.57M sold.
Based on aggregated 13F filings for Q3 2023.