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FlexShares Global Upstream Natural Resources Index Fund

269 hedge funds and large institutions have $6.85B invested in FlexShares Global Upstream Natural Resources Index Fund in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 101 increasing their positions, 79 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 79

7% more funds holding in top 10

Funds holding in top 10: 2830 (+2)

9% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 32

1% more funds holding

Funds holding: 267269 (+2)

7.38% less ownership

Funds ownership: 99.18%91.81% (-7.4%)

12% less capital invested

Capital invested by funds: $7.78B → $6.85B (-$926M)

Holders
269
Holders Change
+2
Holders Change %
+0.75%
% of All Funds
4.53%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.51%
New
35
Increased
101
Reduced
79
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
26
Beacon Pointe Advisors
California
$16.3M -$15.5M -343,785 -46%
PFA
27
Pure Financial Advisors
California
$15.9M -$552K -12,226 -3%
CNBT
28
Cornerstone National Bank & Trust
Illinois
$14.3M +$64.6K +1,430 +0.4%
PPW
29
Pasadena Private Wealth
California
$14.2M +$3.96M +87,653 +32%
LJAC
30
L.J. Altfest & Co
New York
$13.8M +$721K +15,953 +5%
APCM
31
Alaska Permanent Capital Management
Alaska
$13.6M -$2.46M -54,515 -14%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$13.4M +$792K +17,521 +5%
Ameriprise
33
Ameriprise
Minnesota
$12.7M +$12.4M +275,047 +531%
MD
34
Money Design
Japan
$12.7M +$2.74M +60,622 +23%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$12.6M -$913K -20,206 -6%
AWA
36
Aaron Wealth Advisors
Illinois
$12.5M -$569M -12,587,648 -98%
CFO
37
Colony Family Offices
North Carolina
$12.3M +$2.17M +48,027 +18%
Osaic Holdings
38
Osaic Holdings
Arizona
$12.3M -$11.2M -248,794 -45%
SFS
39
Sowell Financial Services
Arkansas
$12.1M +$13.5M +298,480 New
LPL Financial
40
LPL Financial
California
$12M +$1.85M +41,051 +16%
Wells Fargo
41
Wells Fargo
California
$12M +$5.36M +118,554 +65%
NL
42
Navalign LLC
California
$11.1M +$155K +3,420 +1%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$10.9M +$2.83M +62,603 +29%
EBT
44
Enterprise Bank & Trust
Massachusetts
$10.6M +$2.91M +64,502 +32%
CA
45
Centerpoint Advisors
Massachusetts
$9.32M +$10.6M +234,990 New
LI
46
Latigo Investments
Florida
$9.12M
PA
47
Pinnacle Associates
New York
$9.04M -$201K -4,454 -2%
UBG
48
United Bank (Georgia)
Georgia
$8.95M -$242K -5,365 -2%
FNB
49
Farmers National Bank
Kentucky
$8.94M +$1.38M +30,651 +16%
WWA
50
WCG Wealth Advisors
Nevada
$8.88M +$10.1M +223,823 New

GUNR Hedge Fund Activity: Q2 2022 in Review

269 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q2 2022, worth a combined $6.85B — down 12% from $7.78B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new GUNR positions and 32 closed out — a net gain of 3 holders — while 101 added to existing stakes and 79 trimmed.

The largest buyer was Bessemer Group, adding an estimated $280M. The largest seller was Aaron Wealth Advisors, cutting an estimated $569M.

  • 269 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q2 2022, up from 267 in Q1 2022.
  • Funds reported $6.85B of FlexShares Global Upstream Natural Resources Index Fund stock for Q2 2022, down 12% quarter-over-quarter.
  • 35 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q2 2022 and 32 closed out, a net change of +3 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q2 2022 was Bessemer Group, an estimated $280M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q2 2022 was Aaron Wealth Advisors, an estimated $569M sold.

Based on aggregated 13F filings for Q2 2022.