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FlexShares STOXX US ESG Select Index Fund

46 hedge funds and large institutions have $81.5M invested in FlexShares STOXX US ESG Select Index Fund in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

0% more funds holding

Funds holding: 4646 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

5.29% less ownership

Funds ownership: 55.3%50.01% (-5.3%)

17% less capital invested

Capital invested by funds: $97.9M → $81.5M (-$16.4M)

Holders
46
Holders Change
Holders Change %
0%
% 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
3
Increased
11
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$32.5M -$22.6M -172,351 -42%
FNWM
2
Financial Network Wealth Management
Utah
$11.1M -$85.2K -651 -0.8%
LPL Financial
3
LPL Financial
California
$5.86M +$543K +4,153 +11%
FUBT
4
First United Bank & Trust
Maryland
$5.18M -$300K -2,295 -6%
IFA
5
Interactive Financial Advisors
Illinois
$4.95M +$44.1K +337 +0.9%
Morgan Stanley
6
Morgan Stanley
New York
$2.92M +$148K +1,134 +6%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.84M +$572K +4,369 +26%
RW
8
RVW Wealth
California
$2.3M +$4.71K +36 +0.2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.64M -$646K -4,940 -29%
REMPR
10
Roof Eidam Maycock Peralta (REMP)
California
$1.38M -$289K -2,210 -18%
Citadel Advisors
11
Citadel Advisors
Florida
$1.1M +$641K +4,900 +153%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$908K -$7.98K -61 -0.9%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$905K +$87.2K +666 +11%
SIA
14
SGL Investment Advisors
Montana
$781K +$736K +5,625 New
Bank of America
15
Bank of America
North Carolina
$666K +$50.4K +385 +9%
WDL
16
Well Done LLC
Michigan
$660K +$1.83K +14 +0.3%
PA
17
Parallel Advisors
California
$608K
CAGAS
18
Capital Advisory Group Advisory Services
Minnesota
$475K
BMD
19
Better Money Decisions
New Mexico
$410K +$1.18K +9 +0.3%
CNC
20
Citizens & Northern Corp
Pennsylvania
$342K
MGWA
21
Monument Group Wealth Advisors
Massachusetts
$323K
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$320K -$13.1K -100 -4%
Goldman Sachs
23
Goldman Sachs
New York
$291K
NC
24
NovaPoint Capital
Georgia
$282K
AAS
25
Avantax Advisory Services
Texas
$274K

ESG Hedge Fund Activity: Q3 2024 in Review

46 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX US ESG Select Index Fund (ESG) for Q3 2024, worth a combined $81.5M — down 17% from $97.9M a quarter earlier.

Fund positioning in ESG was balanced in Q3 2024: 3 funds opened new positions, 3 closed out, 11 added to existing stakes and 10 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $641K. The largest seller was Northern Trust, cutting an estimated $22.6M.

  • 46 institutional investors held FlexShares STOXX US ESG Select Index Fund (ESG) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $81.5M of FlexShares STOXX US ESG Select Index Fund stock for Q3 2024, down 17% quarter-over-quarter.
  • 3 funds opened new FlexShares STOXX US ESG Select Index Fund positions in Q3 2024 and 3 closed out, a net change of 0 holders.
  • The largest FlexShares STOXX US ESG Select Index Fund buyer in Q3 2024 was Citadel Advisors, an estimated $641K added.
  • The largest FlexShares STOXX US ESG Select Index Fund seller in Q3 2024 was Northern Trust, an estimated $22.6M sold.

Based on aggregated 13F filings for Q3 2024.