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FlexShares STOXX Global ESG Select Index Fund

24 hedge funds and large institutions have $124M invested in FlexShares STOXX Global ESG Select Index Fund in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

33% more funds holding

Funds holding: 1824 (+6)

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

12% more capital invested

Capital invested by funds: $111M → $124M (+$13.2M)

1.38% more ownership

Funds ownership: 112.62%113.99% (+1.4%)

Holders
24
Holders Change
+6
Holders Change %
+33.33%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$98.2M -$1.83M -15,281 -2%
Jane Street
2
Jane Street
New York
$9.69M +$4.93M +41,149 +106%
MD
3
Money Design
Japan
$6.51M -$753K -6,287 -10%
Ameriprise
4
Ameriprise
Minnesota
$2.05M -$160K -1,339 -7%
FTUS
5
Flow Traders U.S.
New York
$1.37M +$414K +3,459 +44%
LPL Financial
6
LPL Financial
California
$1.14M -$1.04M -8,700 -48%
Citadel Advisors
7
Citadel Advisors
Florida
$1.07M -$40.2K -336 -4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$989K -$35.7K -298 -4%
AFA
9
Arlington Financial Advisors
California
$633K +$625K +5,219 New
UBS Group
10
UBS Group
Switzerland
$607K +$175K +1,458 +41%
Osaic Holdings
11
Osaic Holdings
Arizona
$472K +$168K +1,400 +56%
WDL
12
Well Done LLC
Michigan
$389K +$1.32K +11 +0.3%
CAL
13
Capital Analysts LLC
Pennsylvania
$309K +$105K +880 +53%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$227K
Bank of New York Mellon
15
Bank of New York Mellon
New York
$205K +$202K +1,691 New
MIA
16
Milestone Investment Advisors
Wisconsin
$155K +$153K +1,279 New
Bank of America
17
Bank of America
North Carolina
$144K +$5.03K +42 +4%
CA
18
CoreCap Advisors
Michigan
$81.4K +$80.3K +671 New
RWM
19
Ruedi Wealth Management
Illinois
$72.2K +$71.2K +595 New
HWP
20
Highline Wealth Partners
California
$53.7K -$52.4K -438 -50%
BAM
21
Belpointe Asset Management
Nevada
$43.3K +$42.7K +357 New
CWA
22
Carolina Wealth Advisors
South Carolina
$43K +$9.22K +77 +28%
HGWM
23
Harvest Group Wealth Management
Massachusetts
$10.9K
SPIA
24
Steward Partners Investment Advisory
New York
$1.21K +$1.2K +10 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-$1.45M -13,237 Closed

ESGG Hedge Fund Activity: Q4 2022 in Review

24 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX Global ESG Select Index Fund (ESGG) for Q4 2022, worth a combined $124M — up 12% from $111M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ESGG positions and 1 closed out — a net gain of 6 holders — while 8 added to existing stakes and 7 trimmed.

The largest buyer was Jane Street, adding an estimated $4.93M. The largest seller was Northern Trust, cutting an estimated $1.83M.

  • 24 institutional investors held FlexShares STOXX Global ESG Select Index Fund (ESGG) as of Q4 2022, up from 18 in Q3 2022.
  • Funds reported $124M of FlexShares STOXX Global ESG Select Index Fund stock for Q4 2022, up 12% quarter-over-quarter.
  • 7 funds opened new FlexShares STOXX Global ESG Select Index Fund positions in Q4 2022 and 1 closed out, a net change of +6 holders.
  • The largest FlexShares STOXX Global ESG Select Index Fund buyer in Q4 2022 was Jane Street, an estimated $4.93M added.
  • The largest FlexShares STOXX Global ESG Select Index Fund seller in Q4 2022 was Northern Trust, an estimated $1.83M sold.

Based on aggregated 13F filings for Q4 2022.