Northern Trust STOXX US ESG Select ETF
ESG
42 hedge funds and large institutions have $149M invested in Northern Trust STOXX US ESG Select ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 6 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
8% more capital invested
Capital invested by funds: $137M → $149M (+$11.6M)
8% more funds holding
Funds holding: 39 → 42 (+3)
1.11% more ownership
Funds ownership: 72.36% → 73.47% (+1.1%)
50% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
+$4.25M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.03M |
| 3 |
Morgan Stanley
New York
|
+$780K |
| 4 |
BMD
Better Money Decisions
Santa Fe,
New Mexico
|
+$363K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$329K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
-$4.64M |
| 2 |
FNWM
Financial Network Wealth Management
Draper,
Utah
|
-$632K |
| 3 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
-$429K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$369K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$338K |
ESG Hedge Fund Activity: Q1 2024 in Review
42 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Northern Trust STOXX US ESG Select ETF (ESG) for Q1 2024, worth a combined $149M — up 8.5% from $137M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new ESG positions and 6 closed out — a net gain of 3 holders — while 7 added to existing stakes and 14 trimmed.
The largest buyer was Interactive Financial Advisors, adding an estimated $4.25M. The largest seller was Forefront Analytics, exiting entirely with an estimated $4.64M sold.
- 42 institutional investors held Northern Trust STOXX US ESG Select ETF (ESG) as of Q1 2024, up from 39 in Q4 2023.
- Funds reported $149M of Northern Trust STOXX US ESG Select ETF stock for Q1 2024, up 8.5% quarter-over-quarter.
- 9 funds opened new Northern Trust STOXX US ESG Select ETF positions in Q1 2024 and 6 closed out, a net change of +3 holders.
- The largest Northern Trust STOXX US ESG Select ETF buyer in Q1 2024 was Interactive Financial Advisors, an estimated $4.25M added.
- The largest Northern Trust STOXX US ESG Select ETF seller in Q1 2024 was Forefront Analytics, an estimated $4.64M sold.
Based on aggregated 13F filings for Q1 2024.