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Northern Trust STOXX US ESG Select ETF
ESG

39 hedge funds and large institutions have $137M invested in Northern Trust STOXX US ESG Select ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $126M → $137M (+$11.3M)

0.81% less ownership

Funds ownership: 73.17% → 72.36% (-0.81%)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

3% less funds holding

Funds holding: 40 → 39 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
39
Holders Change
-1
Holders Change %
-2.5%
% of All Funds
0.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
7
Increased
10
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FA
Forefront Analytics
Pennsylvania
+$4.37M
2
Morgan Stanley
Morgan Stanley
New York
+$391K
3
FUBT
First United Bank & Trust
Maryland
+$257K
4
CNC
Citizens & Northern Corp
Pennsylvania
+$241K
5
SAM
Synergy Asset Management
Washington
+$197K

Top Sellers

Rank Fund Capital Flow
1
IFA
Interactive Financial Advisors
Illinois
-$3.65M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.13M
3
Citadel Advisors
Citadel Advisors
Florida
-$733K
4
Northern Trust
Northern Trust
Illinois
-$638K
5
LPL Financial
LPL Financial
California
-$469K

ESG Hedge Fund Activity: Q4 2023 in Review

39 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Northern Trust STOXX US ESG Select ETF (ESG) for Q4 2023, worth a combined $137M — up 9% from $126M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of ESG and 7 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 10 added.

The largest buyer was Forefront Analytics, opening a new position worth an estimated $4.37M. The largest seller was Interactive Financial Advisors, cutting an estimated $3.65M.

  • 39 institutional investors held Northern Trust STOXX US ESG Select ETF (ESG) as of Q4 2023, down from 40 in Q3 2023.
  • Funds reported $137M of Northern Trust STOXX US ESG Select ETF stock for Q4 2023, up 9% quarter-over-quarter.
  • 7 funds opened new Northern Trust STOXX US ESG Select ETF positions in Q4 2023 and 8 closed out, a net change of -1 holder.
  • The largest Northern Trust STOXX US ESG Select ETF buyer in Q4 2023 was Forefront Analytics, an estimated $4.37M added.
  • The largest Northern Trust STOXX US ESG Select ETF seller in Q4 2023 was Interactive Financial Advisors, an estimated $3.65M sold.

Based on aggregated 13F filings for Q4 2023.