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FlexShares STOXX Global ESG Select Index Fund

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.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

12% more funds holding

Funds holding: 2629 (+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%)

Holders
29
Holders Change
+3
Holders Change %
+11.54%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
9
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$105M -$498K -3,555 -0.5%
FA
2
Forefront Analytics
Pennsylvania
$7.81M +$8.11M +57,889 New
Jane Street
3
Jane Street
New York
$6.4M -$2.09M -14,891 -24%
MD
4
Money Design
Japan
$2.62M -$1.41M -10,082 -34%
Ameriprise
5
Ameriprise
Minnesota
$2.12M -$125K -895 -5%
Goldman Sachs
6
Goldman Sachs
New York
$939K -$56.1K -400 -5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$696K -$73.3K -523 -9%
Osaic Holdings
8
Osaic Holdings
Arizona
$581K +$371K +2,647 +159%
LPL Financial
9
LPL Financial
California
$540K +$210K +1,495 +60%
UBS Group
10
UBS Group
Switzerland
$473K -$32.9K -235 -6%
Citadel Advisors
11
Citadel Advisors
Florida
$456K -$5.26M -37,508 -92%
WDL
12
Well Done LLC
Michigan
$439K +$1.54K +11 +0.3%
CA
13
CoreCap Advisors
Michigan
$435K +$32.4K +231 +8%
CAL
14
Capital Analysts LLC
Pennsylvania
$383K -$11.5K -82 -3%
TIAA Trust, National Association
15
TIAA Trust, National Association
North Carolina
$297K +$308K +2,200 New
MIA
16
Milestone Investment Advisors
Wisconsin
$293K +$6.31K +45 +2%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$260K +$270K +1,926 New
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$217K -$47.5K -339 -17%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$204K -$13.7K -98 -6%
LOIP
20
Live Oak Investment Partners
Texas
$186K
CF
21
Centaurus Financial
California
$184K +$191K +1,365 New
Bank of America
22
Bank of America
North Carolina
$170K +$3.78K +27 +2%
AF
23
Allworth Financial
California
$106K +$12.2K +87 +12%
RWM
24
Ruedi Wealth Management
Illinois
$79.3K
HWP
25
Highline Wealth Partners
California
$60.3K +$140 +1 +0.2%

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.