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FlexShares STOXX Global ESG Select Index Fund
ESGG

36 hedge funds and large institutions have $154M invested in FlexShares STOXX Global ESG Select Index Fund in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 9

5% more capital invested

Capital invested by funds: $147M → $154M (+$6.76M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.84% less ownership

Funds ownership: 85.65% → 83.81% (-1.8%)

3% less funds holding

Funds holding: 37 → 36 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
3
Increased
12
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
+$581K
2
CF
Centaurus Financial
California
+$364K
3
Ameriprise
Ameriprise
Minnesota
+$305K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$222K
5
SAI
Savvy Advisors Inc
New York
+$206K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2.92M
2
Jane Street
Jane Street
New York
-$2.16M
3
FA
Forefront Analytics
Pennsylvania
-$648K
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$493K
5
CAL
Capital Analysts LLC
Pennsylvania
-$434K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$124M +$174K +1,118 +0.1%
FA
2
Forefront Analytics
Pennsylvania
$9.35M -$648K -4,155 -7%
Jane Street
3
Jane Street
New York
$5.56M -$2.16M -13,850 -29%
Ameriprise
4
Ameriprise
Minnesota
$3.2M +$305K +1,956 +11%
OMC
5
Old Mission Capital
Illinois
$1.62M +$581K +3,726 +60%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$1.15M -$45.5K -292 -4%
Goldman Sachs
7
Goldman Sachs
New York
$954K -$31.2K -200 -3%
FPCP
8
Fort Point Capital Partners
California
$799K – – –
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$754K -$83K -532 -10%
CF
10
Centaurus Financial
California
$615K +$364K +2,332 +161%
UBS Group
11
UBS Group
Switzerland
$597K +$7.02K +45 +1%
CA
12
CoreCap Advisors
Michigan
$573K +$59.7K +383 +12%
WDL
13
Well Done LLC
Michigan
$533K +$780 +5 +0.2%
LPL Financial
14
LPL Financial
California
$514K +$1.4K +9 +0.3%
HighTower Advisors
15
HighTower Advisors
Illinois
$468K +$24.8K +159 +6%
Osaic Holdings
16
Osaic Holdings
Arizona
$453K -$163K -1,047 -27%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$414K -$493K -3,158 -55%
MIA
18
Milestone Investment Advisors
Wisconsin
$326K – – –
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$297K -$15.6K -100 -5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$273K +$25.4K +163 +11%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$231K +$222K +1,421 New
BWP
22
BSW Wealth Partners
Colorado
$229K – – –
SAI
23
Savvy Advisors Inc
New York
$215K +$206K +1,318 New
Bank of America
24
Bank of America
North Carolina
$203K -$295K -1,891 -60%
AF
25
Allworth Financial
California
$114K – – –
1
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ESGG Hedge Fund Activity: Q1 2024 in Review

36 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX Global ESG Select Index Fund (ESGG) for Q1 2024, worth a combined $154M — up 4.6% from $147M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of ESGG and 3 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 12 added.

The largest buyer was Old Mission Capital, adding an estimated $581K. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.92M sold.

  • 36 institutional investors held FlexShares STOXX Global ESG Select Index Fund (ESGG) as of Q1 2024, down from 37 in Q4 2023.
  • Funds reported $154M of FlexShares STOXX Global ESG Select Index Fund stock for Q1 2024, up 4.6% quarter-over-quarter.
  • 3 funds opened new FlexShares STOXX Global ESG Select Index Fund positions in Q1 2024 and 4 closed out, a net change of -1 holder.
  • The largest FlexShares STOXX Global ESG Select Index Fund buyer in Q1 2024 was Old Mission Capital, an estimated $581K added.
  • The largest FlexShares STOXX Global ESG Select Index Fund seller in Q1 2024 was Citadel Advisors, an estimated $2.92M sold.

Based on aggregated 13F filings for Q1 2024.