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FlexShares STOXX Global ESG Select Index Fund

23 hedge funds and large institutions have $133M invested in FlexShares STOXX Global ESG Select Index Fund in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $124M → $133M (+$8.88M)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0.98% less ownership

Funds ownership: 113.99%113.01% (-0.98%)

4% less funds holding

Funds holding: 2423 (-1)

69% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 13

Holders
23
Holders Change
-1
Holders Change %
-4.17%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$105M -$1.4M -10,931 -1%
Jane Street
2
Jane Street
New York
$6.62M -$3.81M -29,744 -37%
Citadel Advisors
3
Citadel Advisors
Florida
$6.55M +$5.22M +40,729 +461%
MD
4
Money Design
Japan
$5.43M -$1.62M -12,607 -23%
Ameriprise
5
Ameriprise
Minnesota
$2.2M -$26.4K -206 -1%
FTUS
6
Flow Traders U.S.
New York
$2.09M +$581K +4,535 +40%
LPL Financial
7
LPL Financial
California
$1.24M -$5.77K -45 -0.5%
Goldman Sachs
8
Goldman Sachs
New York
$1.01M +$981K +7,657 New
UBS Group
9
UBS Group
Switzerland
$452K -$203K -1,581 -32%
WDL
10
Well Done LLC
Michigan
$425K +$897 +7 +0.2%
CAL
11
Capital Analysts LLC
Pennsylvania
$299K -$36.8K -287 -11%
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$266K +$258K +2,012 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$247K
Bank of New York Mellon
14
Bank of New York Mellon
New York
$223K
MIA
15
Milestone Investment Advisors
Wisconsin
$221K +$50.7K +396 +31%
Osaic Holdings
16
Osaic Holdings
Arizona
$219K -$287K -2,236 -57%
Bank of America
17
Bank of America
North Carolina
$143K -$13.2K -103 -9%
RWM
18
Ruedi Wealth Management
Illinois
$78.6K
HWP
19
Highline Wealth Partners
California
$58.6K
CWA
20
Carolina Wealth Advisors
South Carolina
$44.5K -$2.18K -17 -5%
BAM
21
Belpointe Asset Management
Nevada
$13.9K -$32.3K -252 -71%
HGWM
22
Harvest Group Wealth Management
Massachusetts
$11.5K -$384 -3 -3%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.05K -$31.1K -243 -3%
Wells Fargo
24
Wells Fargo
California
$10
AFA
25
Arlington Financial Advisors
California
-$633K -5,219 Closed

ESGG Hedge Fund Activity: Q1 2023 in Review

23 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX Global ESG Select Index Fund (ESGG) for Q1 2023, worth a combined $133M — up 7.1% from $124M a quarter earlier.

Fund positioning in ESGG was balanced in Q1 2023: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 13 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $5.22M. The largest seller was Jane Street, cutting an estimated $3.81M.

  • 23 institutional investors held FlexShares STOXX Global ESG Select Index Fund (ESGG) as of Q1 2023, down from 24 in Q4 2022.
  • Funds reported $133M of FlexShares STOXX Global ESG Select Index Fund stock for Q1 2023, up 7.1% quarter-over-quarter.
  • 2 funds opened new FlexShares STOXX Global ESG Select Index Fund positions in Q1 2023 and 2 closed out, a net change of 0 holders.
  • The largest FlexShares STOXX Global ESG Select Index Fund buyer in Q1 2023 was Citadel Advisors, an estimated $5.22M added.
  • The largest FlexShares STOXX Global ESG Select Index Fund seller in Q1 2023 was Jane Street, an estimated $3.81M sold.

Based on aggregated 13F filings for Q1 2023.