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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
AGP
126
Autumn Glory Partners
Texas
$1.08M +$1.01M +23,104 New
KTA
127
Keeley-Teton Advisors
Illinois
$1.07M +$1.22K +28 +0.1%
CWM
128
Cedar Wealth Management
California
$1.03M
BCI
129
Brinker Capital Investments
Pennsylvania
$1M -$386K -8,862 -29%
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$988K -$2.2M -50,516 -71%
WCM
131
Wealthcare Capital Management
Virginia
$981K +$124K +2,843 +16%
Stifel Financial
132
Stifel Financial
Missouri
$979K +$88.8K +2,040 +11%
LNC
133
Lincoln National Corp
Pennsylvania
$974K +$454K +10,435 +101%
NB
134
Nicolet Bankshares
Wisconsin
$947K -$20K -459 -2%
RCM
135
Rain Capital Management
Oregon
$943K -$413K -9,500 -32%
CWA
136
Consilium Wealth Advisory
Texas
$929K -$403K -9,254 -32%
EWA
137
EP Wealth Advisors
California
$907K +$348 +8 +0%
CM
138
Columbus Macro
Pennsylvania
$896K -$3.05K -70 -0.4%
KPWS
139
Kestra Private Wealth Services
Texas
$878K -$20K -459 -2%
RC
140
Roundview Capital
New Jersey
$876K
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$849K +$2.04K +47 +0.3%
DAS
142
Dynamic Advisor Solutions
Arizona
$811K -$76.9K -1,767 -9%
GPA
143
Garrison Point Advisors
California
$785K +$47K +1,079 +7%
RTS
144
Round Table Services
New Jersey
$777K +$9.44K +217 +1%
OIA
145
OneDigital Investment Advisors
Kansas
$775K +$80.4K +1,847 +13%
CB
146
Commerce Bank
Missouri
$754K
Fidelity Investments
147
Fidelity Investments
Massachusetts
$746K +$132K +3,037 +24%
OCG
148
Opus Capital Group
Ohio
$746K +$694K +15,937 New
DY
149
Dowling & Yahnke
California
$731K +$680K +15,619 New
WB
150
WesBanco Bank
West Virginia
$722K -$30.6K -703 -4%

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.