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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
WCM
126
Wealthcare Capital Management
Virginia
$1.02M +$178K +4,325 +21%
Cerity Partners
127
Cerity Partners
New York
$996K +$12.1K +293 +1%
LNWTC
128
Laird Norton Wetherby Trust Company
Washington
$991K -$26K -629 -2%
GWM
129
Geneos Wealth Management
Colorado
$990K -$36.1K -874 -3%
KTA
130
Keeley-Teton Advisors
Illinois
$939K +$2.15K +52 +0.2%
IFPG
131
Intrepid Financial Planning Group
Indiana
$910K +$3.84K +93 +0.4%
QCIG
132
Quad-Cities Investment Group
Iowa
$909K +$166K +4,017 +22%
KAS
133
Kestra Advisory Services
Texas
$886K +$92.7K +2,247 +11%
CWM
134
Cedar Wealth Management
California
$882K
NW
135
NewEdge Wealth
Pennsylvania
$868K +$482K +11,689 +117%
SPC
136
Sigma Planning Corp
Michigan
$851K -$148K -3,584 -14%
BB
137
Busey Bank
Illinois
$850K
BJL
138
Brighton Jones LLC
Washington
$848K -$553K -13,411 -39%
STCOSD
139
Sageworth Trust Company of South Dakota
South Dakota
$847K -$164K -3,974 -16%
M&T Bank
140
M&T Bank
New York
$845K +$870K +21,094 New
MFAM
141
M Financial Asset Management
Oregon
$831K -$69.5K -1,684 -8%
KCM
142
Kendall Capital Management
Maryland
$822K -$17.7K -429 -2%
Mariner
143
Mariner
Kansas
$812K -$673K -16,303 -45%
ASN
144
Advisory Services Network
Georgia
$800K +$244K +5,912 +42%
RCM
145
Rain Capital Management
Oregon
$786K -$31.1K -754 -4%
Baird Financial Group
146
Baird Financial Group
Wisconsin
$773K -$36.6K -886 -4%
GPA
147
Garrison Point Advisors
California
$762K -$27.7K -672 -3%
EWA
148
EP Wealth Advisors
California
$755K +$392K +9,510 +120%
CM
149
Columbus Macro
Pennsylvania
$743K +$70.3K +1,704 +10%
G
150
GenTrust
Florida
$735K +$757K +18,340 New

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.