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FlexShares Global Upstream Natural Resources Index Fund

280 hedge funds and large institutions have $5.1B invested in FlexShares Global Upstream Natural Resources Index Fund in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 116 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

0% less funds holding

Funds holding: 281280 (-1)

3.16% less ownership

Funds ownership: 90.51%87.35% (-3.2%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

15% less capital invested

Capital invested by funds: $5.99B → $5.1B (-$896M)

28% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 116

Holders
280
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
4.04%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.33%
New
27
Increased
84
Reduced
116
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IFP Advisors
Florida
$49.5K +$375 +9 +0.7%
CIBC Private Wealth Group
227
CIBC Private Wealth Group
Georgia
$48.5K -$151K -3,617 -75%
TCA
228
Trifecta Capital Advisors
Illinois
$48.2K +$50K +1,200 New
BFA
229
BBJS Financial Advisors
Washington
$47.4K
LB
230
Legacy Bridge
Iowa
$47.4K
NBT
231
Northwest Bank & Trust
Iowa
$39.3K -$749 -18 -2%
HT
232
Headlands Technologies
Illinois
$33.6K +$14.5K +349 +71%
ANBT
233
American National Bank & Trust
Texas
$28.9K -$22.6K -542 -43%
HGERS
234
Householder Group Estate & Retirement Specialist
Arizona
$27K
FCA
235
FinTrust Capital Advisors
South Carolina
$25.5K +$26.5K +636 New
TCOV
236
Trust Company of Vermont
Vermont
$24.2K
HWP
237
Highline Wealth Partners
California
$24.1K -$32.1K -771 -56%
LFG
238
Larson Financial Group
Missouri
$23.1K +$167 +4 +0.7%
PA
239
Parallel Advisors
California
$23.1K -$8.99K -216 -27%
TSMHT
240
Thurston Springer Miller Herd & Titak
Indiana
$20.3K +$21K +505 New
SFC
241
Strategic Financial Concepts
Texas
$19.6K +$6.84M +164,248 New
Citigroup
242
Citigroup
New York
$18.7K +$19.4K +466 New
PS
243
Principal Securities
Iowa
$18.3K -$225K -5,392 -92%
QC
244
Quent Capital
New York
$17.7K
GJWM
245
Gilliland Jeter Wealth Management
Arkansas
$16.8K
CT
246
Caldwell Trust
Florida
$16.5K
GFPC
247
Global Financial Private Client
Florida
$16.5K
WB
248
Webster Bank
Connecticut
$15.8K
WIA
249
Wetzel Investment Advisors
Indiana
$14.5K
SPIA
250
Steward Partners Investment Advisory
New York
$14K

GUNR Hedge Fund Activity: Q2 2024 in Review

280 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q2 2024, worth a combined $5.1B — down 15% from $5.99B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new GUNR positions and 25 closed out — a net gain of 2 holders — while 84 added to existing stakes and 116 trimmed.

The largest buyer was M Holdings Securities, opening a new position worth an estimated $10M. The largest seller was Northern Trust, cutting an estimated $541M.

  • 280 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q2 2024, down from 281 in Q1 2024.
  • Funds reported $5.1B of FlexShares Global Upstream Natural Resources Index Fund stock for Q2 2024, down 15% quarter-over-quarter.
  • 27 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q2 2024 and 25 closed out, a net change of +2 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q2 2024 was M Holdings Securities, an estimated $10M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q2 2024 was Northern Trust, an estimated $541M sold.

Based on aggregated 13F filings for Q2 2024.