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FlexShares STOXX Global ESG Select Index Fund

38 hedge funds and large institutions have $61M invested in FlexShares STOXX Global ESG Select Index Fund in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

3.59% more ownership

Funds ownership: 53.76%57.34% (+3.6%)

3% less funds holding

Funds holding: 3938 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

29% less capital invested

Capital invested by funds: $86.4M → $61M (-$25.4M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
3
Increased
14
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$26.3M -$11.6M -67,603 -30%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$8.88M +$4.17M +24,322 +85%
SWM
3
SK Wealth Management
Rhode Island
$8.79M +$7.89K +46 +0.1%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$2.11M +$956K +5,576 +80%
Ameriprise
5
Ameriprise
Minnesota
$1.81M -$759K -4,428 -29%
Citadel Advisors
6
Citadel Advisors
Florida
$1.73M -$7.12M -41,541 -80%
Jane Street
7
Jane Street
New York
$1.59M +$109K +635 +7%
FPCP
8
Fort Point Capital Partners
California
$824K
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$757K -$19K -111 -2%
LPL Financial
10
LPL Financial
California
$711K +$3.43K +20 +0.5%
CF
11
Centaurus Financial
California
$702K -$4.97K -29 -0.7%
CA
12
CoreCap Advisors
Michigan
$691K +$122K +709 +21%
UBS Group
13
UBS Group
Switzerland
$642K -$36.9K -215 -5%
FTUS
14
Flow Traders U.S.
New York
$611K -$251K -1,463 -29%
WDL
15
Well Done LLC
Michigan
$571K
HighTower Advisors
16
HighTower Advisors
Illinois
$545K
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$515K +$156K +908 +42%
MIA
18
Milestone Investment Advisors
Wisconsin
$345K +$171 +1 +0%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$326K +$50.6K +295 +18%
HCM
20
Hall Capital Management
Rhode Island
$274K +$280K +1,632 New
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$271K -$9.43K -55 -3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$247K -$16.8K -98 -6%
Osaic Holdings
23
Osaic Holdings
Arizona
$237K +$514 +3 +0.2%
BWP
24
BSW Wealth Partners
Colorado
$236K
LOIP
25
Live Oak Investment Partners
Texas
$232K

ESGG Hedge Fund Activity: Q4 2024 in Review

38 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX Global ESG Select Index Fund (ESGG) for Q4 2024, worth a combined $61M — down 29% from $86.4M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of ESGG and 3 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 14 added.

The largest buyer was Susquehanna International Group, adding an estimated $4.17M. The largest seller was Northern Trust, cutting an estimated $11.6M.

  • 38 institutional investors held FlexShares STOXX Global ESG Select Index Fund (ESGG) as of Q4 2024, down from 39 in Q3 2024.
  • Funds reported $61M of FlexShares STOXX Global ESG Select Index Fund stock for Q4 2024, down 29% quarter-over-quarter.
  • 3 funds opened new FlexShares STOXX Global ESG Select Index Fund positions in Q4 2024 and 4 closed out, a net change of -1 holder.
  • The largest FlexShares STOXX Global ESG Select Index Fund buyer in Q4 2024 was Susquehanna International Group, an estimated $4.17M added.
  • The largest FlexShares STOXX Global ESG Select Index Fund seller in Q4 2024 was Northern Trust, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2024.