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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
BPA
51
Beacon Pointe Advisors
California
$5.74M -$766K -18,395 -11%
RA
52
Regis Acquisition
Colorado
$5.42M +$76.6K +1,840 +1%
WCFA
53
Walkner Condon Financial Advisors
Wisconsin
$5.14M +$68.1K +1,636 +1%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$5.11M +$344K +8,266 +7%
CWM
55
Capital Wealth Management
Rhode Island
$5.05M -$2.76M -66,198 -34%
Citadel Advisors
56
Citadel Advisors
Florida
$5.05M +$3.35M +80,558 +178%
AWM
57
Austin Wealth Management
Texas
$4.99M +$172K +4,127 +4%
LSAG
58
Lake Street Advisors Group
New Hampshire
$4.88M +$167 +4 +0%
Franklin Resources
59
Franklin Resources
California
$4.68M +$105K +2,531 +2%
Corient Private Wealth
60
Corient Private Wealth
Florida
$4.66M +$3.07M +73,802 +174%
CA
61
CoreCap Advisors
Michigan
$4.59M +$110K +2,639 +2%
SRSA
62
S.R. Schill & Associates
Washington
$4.49M +$123K +2,943 +3%
Wells Fargo
63
Wells Fargo
California
$4.19M +$498K +11,955 +13%
MD
64
Money Design
Japan
$4M +$696K +16,707 +20%
FA
65
Fermata Advisors
California
$3.75M -$310K -7,450 -7%
BIA
66
Barry Investment Advisors
Massachusetts
$3.53M +$1.69M +40,508 +85%
EFS
67
Econ Financial Services
Pennsylvania
$3.53M +$5.91K +142 +0.2%
AWM
68
Axxcess Wealth Management
California
$3.5M +$240K +5,768 +7%
FA
69
Fortis Advisors
Pennsylvania
$3.25M +$12.1K +291 +0.4%
NAS
70
Nicolet Advisory Services
Wisconsin
$3.24M -$154K -3,705 -4%
CFO
71
CVA Family Office
Colorado
$2.98M -$47.2K -1,134 -2%
MML Investors Services
72
MML Investors Services
Massachusetts
$2.98M -$344K -8,255 -10%
FA
73
FDx Advisors
Illinois
$2.83M -$81.1K -1,948 -3%
KAS
74
Kestra Advisory Services
Texas
$2.74M -$128K -3,078 -4%
Wealthfront Advisers
75
Wealthfront Advisers
California
$2.51M +$515K +12,378 +25%

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.