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FlexShares Global Upstream Natural Resources Index Fund

260 hedge funds and large institutions have $4.06B invested in FlexShares Global Upstream Natural Resources Index Fund in 2025 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 105 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

33% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 105

44% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 48

Holders
260
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCP
101
Wealthcare Capital Partners
Pennsylvania
$830K
KCM
102
Kendall Capital Management
Maryland
$826K
BWA
103
Beam Wealth Advisors
Louisiana
$814K
IBOK
104
Independence Bank of Kentucky
Kentucky
$781K
CIA
105
Concurrent Investment Advisors
Florida
$773K
Creative Planning
106
Creative Planning
Kansas
$770K
PCM
107
Prelude Capital Management
New York
$750K
EWA
108
EP Wealth Advisors
California
$743K
GPA
109
Garrison Point Advisors
California
$740K
Fidelity Investments
110
Fidelity Investments
Massachusetts
$735K
KTA
111
Keeley-Teton Advisors
Illinois
$722K
LSIA
112
LaSalle St. Investment Advisors
Illinois
$718K
SWM
113
Spire Wealth Management
Virginia
$713K
FA
114
Fortis Advisors
Pennsylvania
$711K
CFO
115
Custos Family Office
Texas
$694K
CA
116
Clune & Associates
Illinois
$687K
BB
117
Busey Bank
Illinois
$680K
JPMorgan Chase & Co
118
JPMorgan Chase & Co
New York
$671K
CWM
119
Cedar Wealth Management
California
$641K
PHS
120
Pekin Hardy Strauss
Illinois
$636K
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$632K
LCM
122
Lunt Capital Management
Utah
$631K
NC
123
Napatree Capital
Rhode Island
$613K
TWA
124
Trace Wealth Advisors
California
$589K
VR
125
Valued Retirements
Texas
$574K