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FlexShares Global Upstream Natural Resources Index Fund

267 hedge funds and large institutions have $7.78B invested in FlexShares Global Upstream Natural Resources Index Fund in 2022 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 95 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 17

38% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 69

32% more capital invested

Capital invested by funds: $5.89B → $7.78B (+$1.89B)

15% more funds holding

Funds holding: 232267 (+35)

12% more funds holding in top 10

Funds holding in top 10: 2528 (+3)

9.61% more ownership

Funds ownership: 89.58%99.18% (+9.6%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $237K

Holders
267
Holders Change
+35
Holders Change %
+15.09%
% of All Funds
4.21%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.44%
New
57
Increased
95
Reduced
69
Closed
17
Calls
Puts
$237K
Net Calls
-$237K
Net Calls Change
-$237K
Name Holding Trade Value Shares
Change
Change in
Stake
ARIS
101
Advanced Research Investment Solutions
California
$1.91M +$159K +3,647 +10%
JMPWA
102
JP Morgan Private Wealth Advisors
California
$1.84M +$61.1K +1,404 +4%
RJA
103
Raymond James & Associates
Florida
$1.81M -$71.8K -1,651 -4%
FA
104
Fermata Advisors
California
$1.74M +$1.62M +37,178 New
KWM
105
Kingsview Wealth Management
Oregon
$1.71M -$1.41M -32,337 -47%
CB
106
Community Bank
New York
$1.7M +$36.3K +835 +2%
Wealthfront Advisers
107
Wealthfront Advisers
California
$1.65M +$1.02M +23,413 +200%
Qube Research & Technologies (QRT)
108
Qube Research & Technologies (QRT)
United Kingdom
$1.64M +$492K +11,302 +48%
BBHC
109
Brown Brothers Harriman & Co
New York
$1.59M +$849K +19,500 +135%
SWIM
110
Smallwood Wealth Investment Management
New Jersey
$1.51M -$15.8K -363 -1%
MTIC
111
Missouri Trust & Investment Company
Missouri
$1.49M -$42.6K -978 -3%
Cambridge Investment Research Advisors
112
Cambridge Investment Research Advisors
Iowa
$1.46M +$87.4K +2,008 +7%
KCM
113
Kendall Capital Management
Maryland
$1.45M +$23.6K +542 +2%
BCM
114
Barometer Capital Management
Ontario, Canada
$1.36M +$21.8K +500 +2%
PWM
115
Provident Wealth Management
Tennessee
$1.34M +$409K +9,402 +49%
PHS
116
Pekin Hardy Strauss
Illinois
$1.3M -$39.6K -910 -3%
STCOSD
117
Sageworth Trust Company of South Dakota
South Dakota
$1.26M
GVAG
118
Great Valley Advisor Group
Delaware
$1.22M +$1.14M +26,142 New
3AM
119
3EDGE Asset Management
Florida
$1.19M +$103K +2,358 +10%
CWM
120
Circle Wealth Management
New Jersey
$1.14M
SFM
121
Signet Financial Management
New Jersey
$1.14M +$38.8K +892 +4%
MCWS
122
McKinley Carter Wealth Services
West Virginia
$1.14M -$382K -8,782 -27%
MFAM
123
M Financial Asset Management
Oregon
$1.13M -$43.5K -999 -4%
HNB
124
Huntington National Bank
Ohio
$1.09M
BBNA
125
Bremer Bank National Association
Minnesota
$1.08M

GUNR Hedge Fund Activity: Q1 2022 in Review

267 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q1 2022, worth a combined $7.78B — up 32% from $5.89B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new GUNR positions and 17 closed out — a net gain of 40 holders — while 95 added to existing stakes and 69 trimmed.

The largest buyer was Aaron Wealth Advisors, adding an estimated $549M. The largest seller was Jane Street, cutting an estimated $75.5M.

  • 267 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q1 2022, up from 232 in Q4 2021.
  • Funds reported $7.78B of FlexShares Global Upstream Natural Resources Index Fund stock for Q1 2022, up 32% quarter-over-quarter.
  • 57 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q1 2022 and 17 closed out, a net change of +40 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q1 2022 was Aaron Wealth Advisors, an estimated $549M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q1 2022 was Jane Street, an estimated $75.5M sold.

Based on aggregated 13F filings for Q1 2022.