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FlexShares STOXX Global ESG Select Index Fund

26 hedge funds and large institutions have $137M invested in FlexShares STOXX Global ESG Select Index Fund in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

13% more funds holding

Funds holding: 2326 (+3)

3% more capital invested

Capital invested by funds: $133M → $137M (+$3.43M)

4.66% less ownership

Funds ownership: 113.01%108.35% (-4.7%)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

Holders
26
Holders Change
+3
Holders Change %
+13.04%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$110M -$2.16M -15,861 -2%
Jane Street
2
Jane Street
New York
$8.74M +$1.66M +12,209 +24%
Citadel Advisors
3
Citadel Advisors
Florida
$5.73M -$1.18M -8,674 -18%
MD
4
Money Design
Japan
$4.13M -$1.58M -11,633 -28%
Ameriprise
5
Ameriprise
Minnesota
$2.31M -$27.9K -205 -1%
Goldman Sachs
6
Goldman Sachs
New York
$1.03M -$40.8K -300 -4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$797K -$304K -2,235 -28%
UBS Group
8
UBS Group
Switzerland
$524K +$43.2K +318 +9%
WDL
9
Well Done LLC
Michigan
$455K +$3.4K +25 +0.8%
CA
10
CoreCap Advisors
Michigan
$420K +$407K +2,994 New
CAL
11
Capital Analysts LLC
Pennsylvania
$410K +$89.2K +656 +29%
FSA
12
Financial Services Advisory
Maryland
$354K +$343K +2,526 New
LPL Financial
13
LPL Financial
California
$351K -$932K -6,853 -73%
MIA
14
Milestone Investment Advisors
Wisconsin
$298K +$61.2K +450 +27%
WAP
15
Wealthcare Advisory Partners
Pennsylvania
$273K -$8.84K -65 -3%
Osaic Holdings
16
Osaic Holdings
Arizona
$232K +$136 +1 +0.1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$226K -$35.8K -263 -14%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$213K -$23K -169 -10%
Bank of America
19
Bank of America
North Carolina
$173K +$20.3K +149 +14%
AF
20
Allworth Financial
California
$98.3K +$95.3K +701 New
RWM
21
Ruedi Wealth Management
Illinois
$82.4K -$952 -7 -1%
HWP
22
Highline Wealth Partners
California
$62.5K +$408 +3 +0.7%
CWA
23
Carolina Wealth Advisors
South Carolina
$47.3K
Fidelity Investments
24
Fidelity Investments
Massachusetts
$31.7K +$30.7K +226 New
VAG
25
VisionPoint Advisory Group
Texas
$13.5K +$13.1K +96 New

ESGG Hedge Fund Activity: Q2 2023 in Review

26 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX Global ESG Select Index Fund (ESGG) for Q2 2023, worth a combined $137M — up 2.6% from $133M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ESGG positions and 2 closed out — a net gain of 4 holders — while 8 added to existing stakes and 11 trimmed.

The largest buyer was Jane Street, adding an estimated $1.66M. The largest seller was Northern Trust, cutting an estimated $2.16M.

  • 26 institutional investors held FlexShares STOXX Global ESG Select Index Fund (ESGG) as of Q2 2023, up from 23 in Q1 2023.
  • Funds reported $137M of FlexShares STOXX Global ESG Select Index Fund stock for Q2 2023, up 2.6% quarter-over-quarter.
  • 6 funds opened new FlexShares STOXX Global ESG Select Index Fund positions in Q2 2023 and 2 closed out, a net change of +4 holders.
  • The largest FlexShares STOXX Global ESG Select Index Fund buyer in Q2 2023 was Jane Street, an estimated $1.66M added.
  • The largest FlexShares STOXX Global ESG Select Index Fund seller in Q2 2023 was Northern Trust, an estimated $2.16M sold.

Based on aggregated 13F filings for Q2 2023.