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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
V
51
VeraBank
Texas
$8.77M +$89.3K +1,977 +0.9%
PFA
52
Pathway Financial Advisors
Vermont
$8.5M +$208K +4,614 +2%
CIM
53
Cambria Investment Management
California
$8.31M +$2.72M +60,151 +40%
BC
54
Brio Consultants
California
$6.99M +$8.35M +184,718 New
BSG
55
Black Swift Group
Colorado
$6.3M +$1.58M +34,942 +28%
OFG
56
Omega Financial Group
California
$6.29M -$136K -3,014 -2%
WCFA
57
Walkner Condon Financial Advisors
Wisconsin
$6.25M +$567K +12,542 +9%
TCPWM
58
Traverso Chambers Private Wealth Management
California
$6.24M -$105K -2,320 -1%
AWA
59
Alaska Wealth Advisors
Alaska
$6.02M -$461K -10,212 -6%
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$5.9M +$787K +17,408 +13%
CFO
61
CVA Family Office
Colorado
$5.82M -$83.5K -1,847 -1%
RJA
62
Raymond James & Associates
Florida
$5.24M +$4.21M +93,283 +241%
HF
63
HRT Financial
New York
$5M +$1.03M +22,731 +22%
TPCW
64
TD Private Client Wealth
New York
$4.94M -$1.29M -28,574 -19%
TWC
65
TD Waterhouse Canada
Ontario, Canada
$4.86M +$56.7K +1,254 +1%
SRSA
66
S.R. Schill & Associates
Washington
$4.84M -$104K -2,309 -2%
FA
67
Fortis Advisors
Pennsylvania
$4.73M -$1.79M -39,636 -21%
LSAG
68
Lake Street Advisors Group
New Hampshire
$4.7M +$64.9K +1,436 +1%
FF
69
Financial Futures
New Jersey
$4.6M +$2.89M +63,863 +123%
FA
70
FDx Advisors
Illinois
$4.49M -$619K -13,709 -11%
PWPCM
71
Perella Weinberg Partners Capital Management
New York
$4.33M
CA
72
CoreCap Advisors
Michigan
$4.31M +$885K +19,590 +22%
Franklin Resources
73
Franklin Resources
California
$4.09M +$904K +20,015 +24%
MML Investors Services
74
MML Investors Services
Massachusetts
$3.87M -$1.22M -26,908 -22%
BCM
75
Boltwood Capital Management
California
$3.83M -$35.6K -788 -0.8%

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.