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FlexShares Global Upstream Natural Resources Index Fund

267 hedge funds and large institutions have $7.78B invested in FlexShares Global Upstream Natural Resources Index Fund in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 95 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 17

38% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 69

32% more capital invested

Capital invested by funds: $5.89B → $7.78B (+$1.89B)

15% more funds holding

Funds holding: 232267 (+35)

12% more funds holding in top 10

Funds holding in top 10: 2528 (+3)

9.61% more ownership

Funds ownership: 89.58%99.18% (+9.6%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $237K

Holders
267
Holders Change
+35
Holders Change %
+15.09%
% of All Funds
4.21%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.44%
New
57
Increased
95
Reduced
69
Closed
17
Calls
Puts
$237K
Net Calls
-$237K
Net Calls Change
-$237K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Aries Wealth Management
Maine
$7.56M +$7.03M +161,507 New
TCPWM
52
Traverso Chambers Private Wealth Management
California
$7.48M +$119K +2,738 +2%
FA
53
Fortis Advisors
Pennsylvania
$7.22M +$733K +16,845 +10%
TPCW
54
TD Private Client Wealth
New York
$7.17M +$6.29M +144,457 +1,681%
CIM
55
Cambria Investment Management
California
$7M +$6.5M +149,388 New
CFO
56
CVA Family Office
Colorado
$6.96M +$1.62M +37,253 +33%
WCFA
57
Walkner Condon Financial Advisors
Wisconsin
$6.79M +$4.8M +110,286 +318%
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$6.16M +$792K +18,196 +16%
FF
59
Friedenthal Financial
New Jersey
$6.08M +$5.65M +129,767 New
SAM
60
Synergy Asset Management
Washington
$5.99M +$5.57M +127,992 New
FA
61
FDx Advisors
Illinois
$5.95M -$539K -12,390 -9%
SRSA
62
S.R. Schill & Associates
Washington
$5.82M -$372K -8,547 -6%
MML Investors Services
63
MML Investors Services
Massachusetts
$5.82M +$4.28M +98,400 +379%
BSG
64
Black Swift Group
Colorado
$5.8M +$2.92M +67,186 +118%
TWC
65
TD Waterhouse Canada
Ontario, Canada
$5.61M +$4.09M +93,992 New
DP
66
Denver PWM
Colorado
$5.52M -$272K -6,254 -5%
LSAG
67
Lake Street Advisors Group
New Hampshire
$5.48M +$29.6K +680 +0.6%
PWPCM
68
Perella Weinberg Partners Capital Management
New York
$5.11M -$12.5M -287,682 -72%
HF
69
HRT Financial
New York
$4.84M -$149K -3,421 -3%
BCM
70
Boltwood Capital Management
California
$4.56M +$68.1K +1,564 +2%
AFG
71
Arkansas Financial Group
Arkansas
$4.18M -$755K -17,346 -16%
CA
72
CoreCap Advisors
Michigan
$4.17M +$387K +8,885 +11%
PWMAG
73
Pinnacle Wealth Management Advisory Group
New Jersey
$4.06M -$67.4K -1,550 -2%
Marshall Wace
74
Marshall Wace
United Kingdom
$3.91M +$3.64M +83,552 New
Franklin Resources
75
Franklin Resources
California
$3.9M -$26.8K -617 -0.7%

GUNR Hedge Fund Activity: Q1 2022 in Review

267 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q1 2022, worth a combined $7.78B — up 32% from $5.89B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new GUNR positions and 17 closed out — a net gain of 40 holders — while 95 added to existing stakes and 69 trimmed.

The largest buyer was Aaron Wealth Advisors, adding an estimated $549M. The largest seller was Jane Street, cutting an estimated $75.5M.

  • 267 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q1 2022, up from 232 in Q4 2021.
  • Funds reported $7.78B of FlexShares Global Upstream Natural Resources Index Fund stock for Q1 2022, up 32% quarter-over-quarter.
  • 57 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q1 2022 and 17 closed out, a net change of +40 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $549M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q1 2022 was Jane Street, an estimated $75.5M sold.

Based on aggregated 13F filings for Q1 2022.