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FlexShares STOXX Global ESG Select Index Fund

37 hedge funds and large institutions have $147M invested in FlexShares STOXX Global ESG Select Index Fund in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

28% more funds holding

Funds holding: 2937 (+8)

12% more capital invested

Capital invested by funds: $131M → $147M (+$16.3M)

1.22% more ownership

Funds ownership: 84.42%85.65% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

Holders
37
Holders Change
+8
Holders Change %
+27.59%
% of All Funds
0.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
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
$114M -$2.23M -15,905 -2%
FA
2
Forefront Analytics
Pennsylvania
$9.2M +$515K +3,670 +6%
Jane Street
3
Jane Street
New York
$7.18M +$78.2K +558 +1%
Citadel Advisors
4
Citadel Advisors
Florida
$2.92M +$2.27M +16,161 +479%
Ameriprise
5
Ameriprise
Minnesota
$2.65M +$297K +2,118 +14%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$1.1M +$1.03M +7,370 New
OMC
7
Old Mission Capital
Illinois
$926K +$868K +6,194 New
Goldman Sachs
8
Goldman Sachs
New York
$906K -$126K -900 -13%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$855K +$799K +5,702 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$772K
FPCP
11
Fort Point Capital Partners
California
$733K +$688K +4,905 New
Osaic Holdings
12
Osaic Holdings
Arizona
$572K -$67K -478 -11%
UBS Group
13
UBS Group
Switzerland
$542K +$16.7K +119 +3%
WDL
14
Well Done LLC
Michigan
$489K +$2.38K +17 +0.5%
LPL Financial
15
LPL Financial
California
$470K -$120K -854 -21%
Bank of America
16
Bank of America
North Carolina
$470K +$263K +1,878 +149%
CA
17
CoreCap Advisors
Michigan
$468K -$12.9K -92 -3%
CAL
18
Capital Analysts LLC
Pennsylvania
$434K +$9.11K +65 +2%
HighTower Advisors
19
HighTower Advisors
Illinois
$406K +$381K +2,716 New
MIA
20
Milestone Investment Advisors
Wisconsin
$299K -$23.8K -170 -8%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$288K -$421 -3 -0.2%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$239K -$1.4K -10 -0.6%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$226K
CF
24
Centaurus Financial
California
$216K +$11.4K +81 +6%
BWP
25
BSW Wealth Partners
Colorado
$210K +$197K +1,407 New

ESGG Hedge Fund Activity: Q4 2023 in Review

37 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX Global ESG Select Index Fund (ESGG) for Q4 2023, worth a combined $147M — up 12% from $131M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new ESGG positions and 3 closed out — a net gain of 8 holders — while 9 added to existing stakes and 11 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $2.27M. The largest seller was Money Design, exiting entirely with an estimated $2.62M sold.

  • 37 institutional investors held FlexShares STOXX Global ESG Select Index Fund (ESGG) as of Q4 2023, up from 29 in Q3 2023.
  • Funds reported $147M of FlexShares STOXX Global ESG Select Index Fund stock for Q4 2023, up 12% quarter-over-quarter.
  • 11 funds opened new FlexShares STOXX Global ESG Select Index Fund positions in Q4 2023 and 3 closed out, a net change of +8 holders.
  • The largest FlexShares STOXX Global ESG Select Index Fund buyer in Q4 2023 was Citadel Advisors, an estimated $2.27M added.
  • The largest FlexShares STOXX Global ESG Select Index Fund seller in Q4 2023 was Money Design, an estimated $2.62M sold.

Based on aggregated 13F filings for Q4 2023.