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FlexShares Global Upstream Natural Resources Index Fund
GUNR

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: 281 → 280 (-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: 24 → 23 (-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
–

Top Buyers

Rank Fund Capital Flow
1
MHS
M Holdings Securities
Oregon
+$10M
2
SFC
Strategic Financial Concepts
Texas
+$6.84M
3
VA
Valmark Advisers
Ohio
+$5.94M
4
HB
Horizon Bancorp
Indiana
+$5.02M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.35M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$541M
2
EW
Evoke Wealth
California
-$142M
3
CFB
Cullen/Frost Bankers
Texas
-$36.7M
4
Jane Street
Jane Street
New York
-$29.3M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$11.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
251
Sound Income Strategies
Florida
$13.6K – – –
AA
252
Ancora Advisors
Ohio
$12.8K – – –
CPA
253
Clear Point Advisors
New York
$12.6K +$125 +3 +1%
TRCT
254
Tower Research Capital (TRC)
New York
$11.4K -$40.3K -969 -77%
Fifth Third Bancorp
255
Fifth Third Bancorp
Ohio
$9.63K +$9.99K +240 New
IAIM
256
International Assets Investment Management
Florida
$7.75K +$8.04K +193 New
FGA
257
Fortis Group Advisors
New Jersey
$7.39K – – –
PTC
258
Private Trust Company
Ohio
$7.14K – – –
AWM
259
Activest Wealth Management
Florida
$7.1K +$7.37K +177 New
MA
260
Marquette Associates
Illinois
$6.86K -$9.45K -227 -57%
BCMLT
261
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.06K – – –
AIM
262
Arcadia Investment Management
Michigan
$6.02K -$25K -600 -80%
T
263
Tidemark
California
$5.97K +$83 +2 +1%
AWM
264
Avior Wealth Management
Nebraska
$5.78K – – –
AW
265
Avion Wealth
Texas
$5K – – –
NS
266
NBC Securities
Alabama
$5K – – –
DFA
267
DHJJ Financial Advisors
Illinois
$4.21K – – –
DWM
268
Dogwood Wealth Management
Kansas
$4.16K +$42 +1 +1%
NC
269
NewSquare Capital
Pennsylvania
$3.81K – – –
Jones Financial Companies
270
Jones Financial Companies
Missouri
$3.12K +$3.25K +78 New
CPG
271
Cornerstone Planning Group
New Jersey
$2.85K +$3.08K +74 New
SS
272
Sunbelt Securities
Texas
$2.73K +$42 +1 +1%
MCM
273
MV Capital Management
Maryland
$2.69K – – –
TF
274
Tompkins Financial
New York
$2.65K – – –
WAG
275
Wiser Advisor Group
Arizona
$2.57K – – –
9 10
11
12 13

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.