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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
DP
76
Denver PWM
Colorado
$3.07M +$29.5K +715 +0.9%
IBOK
77
Independence Bank of Kentucky
Kentucky
$2.99M +$150K +3,630 +5%
CA
78
Cetera Advisors
Colorado
$2.95M +$2M +48,400 +192%
SWM
79
Stapp Wealth Management
Washington
$2.88M +$3.75K +91 +0.1%
Jane Street
80
Jane Street
New York
$2.81M -$91.7M -2,222,388 -97%
NFW
81
Noble Family Wealth
Florida
$2.7M -$488K -11,829 -15%
Tudor Investment Corp
82
Tudor Investment Corp
Connecticut
$2.62M +$2.05M +49,794 +320%
CL
83
Choreo LLC
Illinois
$2.6M -$28.6K -693 -1%
PWMAG
84
Pinnacle Wealth Management Advisory Group
New Jersey
$2.4M -$234K -5,680 -9%
AWM
85
AE Wealth Management
Kansas
$2.39M +$1.36M +33,043 +124%
CAN
86
Cetera Advisor Networks
California
$2.36M +$196K +4,760 +9%
OLVIG
87
Oliver Lagore Vanvalin Investment Group
Michigan
$2.35M +$1.37M +33,130 +130%
PWM
88
Provident Wealth Management
Tennessee
$2.3M -$71.7K -1,738 -3%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$2.26M -$798K -19,340 -26%
SFS
90
Sowell Financial Services
Arkansas
$2.1M +$57.3K +1,389 +3%
TA
91
Tiedemann Advisors
New York
$2.08M -$585K -14,167 -21%
CIA
92
Choate Investment Advisors
Massachusetts
$2.03M +$2.09M +50,696 New
RJA
93
Raymond James & Associates
Florida
$2.01M -$204K -4,936 -9%
ARIS
94
Advanced Research Investment Solutions
California
$1.98M -$813K -19,714 -29%
FA
95
Fiducient Advisors
Illinois
$1.97M +$41.1K +995 +2%
SIA
96
SeaBridge Investment Advisors
New Jersey
$1.9M -$47.2K -1,144 -2%
Stifel Financial
97
Stifel Financial
Missouri
$1.8M -$379K -9,183 -17%
ACM
98
Advance Capital Management
Michigan
$1.77M -$18.2M -441,943 -91%
Mirae Asset Global Investments
99
Mirae Asset Global Investments
South Korea
$1.72M -$598K -14,500 -25%
VWA
100
Visionary Wealth Advisors
Illinois
$1.69M +$298K +7,221 +21%

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.