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FlexShares Global Upstream Natural Resources Index Fund

287 hedge funds and large institutions have $6.54B invested in FlexShares Global Upstream Natural Resources Index Fund in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 104 increasing their positions, 107 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.2% more ownership

Funds ownership: 91.3%91.5% (+0.2%)

3% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 107

3% less capital invested

Capital invested by funds: $6.74B → $6.54B (-$204M)

9% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 32

1% less funds holding

Funds holding: 291287 (-4)

6% less funds holding in top 10

Funds holding in top 10: 3129 (-2)

Holders
287
Holders Change
-4
Holders Change %
-1.37%
% of All Funds
4.51%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.46%
New
29
Increased
104
Reduced
107
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCPWM
51
Traverso Chambers Private Wealth Management
California
$5.93M -$578 -14 -0%
WCFA
52
Walkner Condon Financial Advisors
Wisconsin
$5.89M -$581K -14,076 -9%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$5.4M +$679K +16,452 +14%
BCM
54
Boltwood Capital Management
California
$5.34M +$322K +7,808 +6%
LSAG
55
Lake Street Advisors Group
New Hampshire
$4.92M +$64.5K +1,563 +1%
RA
56
Regis Acquisition
Colorado
$4.84M +$1.96M +47,500 +65%
AFG
57
Arkansas Financial Group
Arkansas
$4.64M +$689K +16,689 +17%
TPCW
58
TD Private Client Wealth
New York
$4.15M -$930K -22,536 -18%
CA
59
CoreCap Advisors
Michigan
$4.04M +$4.16M +100,820 New
Osaic Holdings
60
Osaic Holdings
Arizona
$4.02M -$953K -23,095 -19%
FA
61
Fortis Advisors
Pennsylvania
$3.94M -$109K -2,646 -2%
PNC
62
Park National Corp
Ohio
$3.9M +$706K +17,100 +21%
SRSA
63
S.R. Schill & Associates
Washington
$3.88M +$259K +6,273 +7%
MML Investors Services
64
MML Investors Services
Massachusetts
$3.76M +$1.28M +31,048 +50%
IDBONY
65
Israel Discount Bank of New York
New York
$3.67M +$917K +22,225 +32%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$3.66M +$89.2K +2,162 +2%
Franklin Resources
67
Franklin Resources
California
$3.56M +$195K +4,728 +6%
FA
68
FDx Advisors
Illinois
$3.54M -$470K -11,399 -11%
CCMG
69
Clark Capital Management Group
Pennsylvania
$3.45M -$3.09M -74,867 -47%
NAS
70
Nicolet Advisory Services
Wisconsin
$3.44M +$169K +4,094 +5%
WMA
71
West Michigan Advisors
Michigan
$3.41M -$453K -10,986 -11%
CFO
72
CVA Family Office
Colorado
$3.38M +$6.73K +163 +0.2%
MD
73
Money Design
Japan
$3.38M -$2.21M -53,566 -39%
AWM
74
Axxcess Wealth Management
California
$3.29M +$379K +9,183 +13%
FA
75
Fermata Advisors
California
$3.14M +$1.44M +34,869 +80%

GUNR Hedge Fund Activity: Q2 2023 in Review

287 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q2 2023, worth a combined $6.54B — down 3% from $6.74B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of GUNR and 29 opened new positions — a net loss of 3 holders — while 107 trimmed existing stakes and 104 added.

The largest buyer was Northern Trust, adding an estimated $288M. The largest seller was Jane Street, cutting an estimated $91.7M.

  • 287 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q2 2023, down from 291 in Q1 2023.
  • Funds reported $6.54B of FlexShares Global Upstream Natural Resources Index Fund stock for Q2 2023, down 3% quarter-over-quarter.
  • 29 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q2 2023 and 32 closed out, a net change of -3 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q2 2023 was Northern Trust, an estimated $288M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q2 2023 was Jane Street, an estimated $91.7M sold.

Based on aggregated 13F filings for Q2 2023.