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FlexShares STOXX US ESG Select Index Fund
ESG

46 hedge funds and large institutions have $97.9M invested in FlexShares STOXX US ESG Select Index Fund in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more funds holding

Funds holding: 42 → 46 (+4)

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

18.17% less ownership

Funds ownership: 73.47% → 55.3% (-18%)

34% less capital invested

Capital invested by funds: $149M → $97.9M (-$50.7M)

Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
0.66%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
4
Increased
13
Reduced
12
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.08M
2
Two Sigma Investments
Two Sigma Investments
New York
+$312K
3
Morgan Stanley
Morgan Stanley
New York
+$290K
4
SAM
Synergy Asset Management
Washington
+$224K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$155K

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$51.9M
2
Citadel Advisors
Citadel Advisors
Florida
-$663K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$624K
4
Goldman Sachs
Goldman Sachs
New York
-$426K
5
Bank of America
Bank of America
North Carolina
-$202K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$52.8M -$51.9M -415,607 -50%
FNWM
2
Financial Network Wealth Management
Utah
$10.6M -$48.9K -392 -0.5%
FUBT
3
First United Bank & Trust
Maryland
$5.18M -$66.6K -534 -1%
LPL Financial
4
LPL Financial
California
$5M +$64.3K +515 +1%
IFA
5
Interactive Financial Advisors
Illinois
$4.63M -$64.6K -518 -1%
Morgan Stanley
6
Morgan Stanley
New York
$2.61M +$290K +2,322 +13%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.19M +$1.08M +8,671 +104%
RW
8
RVW Wealth
California
$2.17M +$3.74K +30 +0.2%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.12M -$624K -5,000 -23%
REMPR
10
Roof Eidam Maycock Peralta (REMP)
California
$1.59M – – –
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$865K +$28K +224 +3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$769K +$155K +1,245 +26%
WDL
13
Well Done LLC
Michigan
$621K +$2K +16 +0.3%
Bank of America
14
Bank of America
North Carolina
$580K -$202K -1,617 -26%
PA
15
Parallel Advisors
California
$574K – – –
CAGAS
16
Capital Advisory Group Advisory Services
Minnesota
$449K – – –
Citadel Advisors
17
Citadel Advisors
Florida
$412K -$663K -5,315 -62%
BMD
18
Better Money Decisions
New Mexico
$386K +$1.25K +10 +0.3%
CNC
19
Citizens & Northern Corp
Pennsylvania
$323K +$25K +200 +9%
Two Sigma Investments
20
Two Sigma Investments
New York
$321K +$312K +2,500 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$315K +$54.9K +440 +22%
MGWA
22
Monument Group Wealth Advisors
Massachusetts
$305K – – –
Goldman Sachs
23
Goldman Sachs
New York
$275K -$426K -3,412 -61%
NC
24
NovaPoint Capital
Georgia
$266K – – –
AAS
25
Avantax Advisory Services
Texas
$259K -$3.62K -29 -1%
1
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ESG Hedge Fund Activity: Q2 2024 in Review

46 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX US ESG Select Index Fund (ESG) for Q2 2024, worth a combined $97.9M — down 34% from $149M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ESG positions and 0 closed out — a net gain of 4 holders — while 13 added to existing stakes and 12 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $1.08M. The largest seller was Northern Trust, cutting an estimated $51.9M.

  • 46 institutional investors held FlexShares STOXX US ESG Select Index Fund (ESG) as of Q2 2024, up from 42 in Q1 2024.
  • Funds reported $97.9M of FlexShares STOXX US ESG Select Index Fund stock for Q2 2024, down 34% quarter-over-quarter.
  • 4 funds opened new FlexShares STOXX US ESG Select Index Fund positions in Q2 2024 and 0 closed out, a net change of +4 holders.
  • The largest FlexShares STOXX US ESG Select Index Fund buyer in Q2 2024 was Royal Bank of Canada, an estimated $1.08M added.
  • The largest FlexShares STOXX US ESG Select Index Fund seller in Q2 2024 was Northern Trust, an estimated $51.9M sold.

Based on aggregated 13F filings for Q2 2024.