FlexShares STOXX Global ESG Select Index Fund
ESGG
29 hedge funds and large institutions have $131M invested in FlexShares STOXX Global ESG Select Index Fund in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
12% more funds holding
Funds holding: 26 → 29 (+3)
4% less capital invested
Capital invested by funds: $137M → $131M (-$5.52M)
18% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 11
23.93% less ownership
Funds ownership: 108.35% → 84.42% (-24%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Forefront Analytics
West Conshohocken,
Pennsylvania
|
+$8.11M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$371K |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$270K |
| 4 |
LPL Financial
San Diego,
California
|
+$210K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
+$191K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$5.26M |
| 2 |
Jane Street
New York
|
-$2.09M |
| 3 |
MD
Money Design
Tokyo,
Japan
|
-$1.41M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$498K |
| 5 |
FSA
Financial Services Advisory
Rockville,
Maryland
|
-$354K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
JP Morgan Chase
New York
| $57.6K | +$59.8K | +427 | New |
|
|
CWA
27
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| $53K | +$7.85K | +56 | +17% |
|
28
Fidelity Investments
Boston,
Massachusetts
| $30.5K | – | – | – |
|
|
BFEC
29
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $7K | +$7.29K | +52 | New |
|
30
Wells Fargo
San Francisco,
California
| $90 | – | – | – |
|
|
FSA
31
Financial Services Advisory
Rockville,
Maryland
| – | -$354K | -2,526 | Closed |
|
32
Bank of New York Mellon
New York
| – | -$213K | -1,522 | Closed |
|
|
VAG
33
VisionPoint Advisory Group
Dallas,
Texas
| – | -$13.5K | -96 | Closed |
|
ESGG Hedge Fund Activity: Q3 2023 in Review
29 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX Global ESG Select Index Fund (ESGG) for Q3 2023, worth a combined $131M — down 4% from $137M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new ESGG positions and 3 closed out — a net gain of 3 holders — while 9 added to existing stakes and 11 trimmed.
The largest buyer was Forefront Analytics, opening a new position worth an estimated $8.11M. The largest seller was Citadel Advisors, cutting an estimated $5.26M.
- 29 institutional investors held FlexShares STOXX Global ESG Select Index Fund (ESGG) as of Q3 2023, up from 26 in Q2 2023.
- Funds reported $131M of FlexShares STOXX Global ESG Select Index Fund stock for Q3 2023, down 4% quarter-over-quarter.
- 6 funds opened new FlexShares STOXX Global ESG Select Index Fund positions in Q3 2023 and 3 closed out, a net change of +3 holders.
- The largest FlexShares STOXX Global ESG Select Index Fund buyer in Q3 2023 was Forefront Analytics, an estimated $8.11M added.
- The largest FlexShares STOXX Global ESG Select Index Fund seller in Q3 2023 was Citadel Advisors, an estimated $5.26M sold.
Based on aggregated 13F filings for Q3 2023.