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FlexShares Global Upstream Natural Resources Index Fund

197 hedge funds and large institutions have $4.82B invested in FlexShares Global Upstream Natural Resources Index Fund in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 16

100% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 40

14% more capital invested

Capital invested by funds: $4.21B → $4.82B (+$610M)

13% more funds holding

Funds holding: 175197 (+22)

1.98% less ownership

Funds ownership: 90.08%88.1% (-2%)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

Holders
197
Holders Change
+22
Holders Change %
+12.57%
% of All Funds
3.43%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.35%
New
40
Increased
80
Reduced
40
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCIA
101
Prime Capital Investment Advisors
Kansas
$626K +$633K +16,354 New
RTS
102
Round Table Services
New Jersey
$601K
Stifel Financial
103
Stifel Financial
Missouri
$587K +$19.9K +514 +3%
ARIS
104
Advanced Research Investment Solutions
California
$572K +$578K +14,951 New
OIA
105
OneDigital Investment Advisors
Kansas
$569K +$6.15K +159 +1%
DAS
106
Dynamic Advisor Solutions
Arizona
$565K +$81.4K +2,105 +17%
WCM
107
Wealthcare Capital Management
Virginia
$536K +$14.4K +372 +3%
BTWM
108
Baker Tilly Wealth Management
Wisconsin
$508K +$71.6K +1,851 +16%
Barclays
109
Barclays
United Kingdom
$504K +$509K +13,169 New
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$477K +$482K +12,463 New
LFS
111
Legacy Financial Strategies
Kansas
$464K -$19.7K -510 -4%
GWM
112
Greenwich Wealth Management
Connecticut
$453K +$458K +11,838 New
WPA
113
Winning Points Advisors
Florida
$405K
LNC
114
Lincoln National Corp
Pennsylvania
$390K +$138K +3,573 +54%
GPA
115
Garrison Point Advisors
California
$381K +$385K +9,946 New
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$375K -$9.67K -250 -2%
WDL
117
Well Done LLC
Michigan
$361K
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$359K +$2.05K +53 +0.6%
MC
119
Moors & Cabot
Massachusetts
$327K +$20.9K +541 +7%
NGA
120
Naples Global Advisors
Florida
$314K
SFA
121
Sequoia Financial Advisors
Ohio
$307K +$77 +2 +0%
GT
122
Glenmede Trust
Pennsylvania
$306K -$170K -4,394 -35%
WT
123
Washington Trust
Rhode Island
$302K
CB
124
CNB Bank
Pennsylvania
$296K -$16.6K -428 -5%
Bessemer Group
125
Bessemer Group
New Jersey
$288K +$291K +7,516 New

GUNR Hedge Fund Activity: Q2 2021 in Review

197 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q2 2021, worth a combined $4.82B — up 14% from $4.21B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new GUNR positions and 16 closed out — a net gain of 24 holders — while 80 added to existing stakes and 40 trimmed.

The largest buyer was Northern Trust, adding an estimated $196M. The largest seller was IndexIQ Advisors, cutting an estimated $5.82M.

  • 197 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q2 2021, up from 175 in Q1 2021.
  • Funds reported $4.82B of FlexShares Global Upstream Natural Resources Index Fund stock for Q2 2021, up 14% quarter-over-quarter.
  • 40 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q2 2021 and 16 closed out, a net change of +24 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q2 2021 was Northern Trust, an estimated $196M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q2 2021 was IndexIQ Advisors, an estimated $5.82M sold.

Based on aggregated 13F filings for Q2 2021.