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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
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$13.4M -$289K -6,938 -2%
NL
27
Navalign LLC
California
$13M +$344K +8,250 +3%
SC
28
Steph & Co
Wisconsin
$12.3M -$70K -1,680 -0.5%
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$11M -$8.15M -195,777 -42%
FNB
30
Farmers National Bank
Kentucky
$10.7M -$452K -10,855 -4%
V
31
VeraBank
Texas
$10.2M +$3.08K +74 +0%
PPW
32
Pasadena Private Wealth
California
$10.1M +$602K +14,467 +6%
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
$10M -$220K -5,285 -2%
MHS
34
M Holdings Securities
Oregon
$9.68M +$10M +241,133 New
SW
35
SVB Wealth
Massachusetts
$9.36M -$2.3M -55,269 -19%
LI
36
Latigo Investments
Florida
$9.23M
AFG
37
Arkansas Financial Group
Arkansas
$8.93M +$784K +18,830 +9%
GT
38
Greenleaf Trust
Michigan
$8.62M -$29.3K -704 -0.3%
WAP
39
Wealthcare Advisory Partners
Pennsylvania
$8.57M +$538K +12,917 +6%
OMC
40
Old Mission Capital
Illinois
$8.17M +$3.19M +76,514 +60%
PFA
41
Pathway Financial Advisors
Vermont
$8.07M +$119K +2,847 +1%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$8.06M +$146K +3,507 +2%
ET
43
Equitable Trust
Tennessee
$7.89M -$3.26M -78,376 -28%
CNBT
44
Cornerstone National Bank & Trust
Illinois
$7.62M -$1.67M -40,200 -17%
PCMC
45
Paragon Capital Management (Colorado)
Colorado
$6.63M -$71.3K -1,712 -1%
BC
46
Brio Consultants
California
$6.53M +$47.5K +1,140 +0.7%
UBG
47
United Bank (Georgia)
Georgia
$6.47M -$2.49M -59,774 -27%
BCM
48
Boltwood Capital Management
California
$6.32M +$42.3K +1,017 +0.7%
MCM
49
MAI Capital Management
Ohio
$6.17M +$25.3K +607 +0.4%
IWP
50
IAG Wealth Partners
Wisconsin
$6.02M +$1.09M +26,153 +21%

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.