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FlexShares Global Upstream Natural Resources Index Fund

280 hedge funds and large institutions have $5.1B invested in FlexShares Global Upstream Natural Resources Index Fund in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 116 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

0% less funds holding

Funds holding: 281280 (-1)

3.16% less ownership

Funds ownership: 90.51%87.35% (-3.2%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

15% less capital invested

Capital invested by funds: $5.99B → $5.1B (-$896M)

28% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 116

Holders
280
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
4.04%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.33%
New
27
Increased
84
Reduced
116
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCIG
126
Quad-Cities Investment Group
Iowa
$773K -$42.8K -1,029 -5%
KCM
127
Kendall Capital Management
Maryland
$758K -$99.8K -2,396 -11%
EWA
128
EP Wealth Advisors
California
$757K -$417K -10,010 -35%
GPA
129
Garrison Point Advisors
California
$741K -$4.16K -100 -0.5%
NB
130
Nicolet Bankshares
Wisconsin
$721K -$10.4K -250 -1%
CFO
131
Custos Family Office
Texas
$717K
Creative Planning
132
Creative Planning
Kansas
$711K +$95.5K +2,293 +15%
JP Morgan Chase
133
JP Morgan Chase
New York
$708K -$78.8K -1,892 -10%
BB
134
Busey Bank
Illinois
$703K
SMA
135
Seven Mile Advisory
New Jersey
$688K
SWM
136
Spire Wealth Management
Virginia
$684K +$24.6K +592 +4%
HIM
137
Hanlon Investment Management
New Jersey
$680K -$108K -2,583 -13%
Fidelity Investments
138
Fidelity Investments
Massachusetts
$654K +$74.9K +1,799 +12%
DP
139
Denver PWM
Colorado
$637K +$661K +15,881 New
HA
140
Herold Advisors
New York
$623K -$149K -3,570 -19%
Baird Financial Group
141
Baird Financial Group
Wisconsin
$617K -$146K -3,512 -19%
WMA
142
West Michigan Advisors
Michigan
$608K -$10.1K -242 -2%
BCI
143
Brinker Capital Investments
Pennsylvania
$605K -$22.4K -537 -3%
OPS
144
Orion Portfolio Solutions
Nebraska
$605K -$22.4K -537 -3%
HighTower Advisors
145
HighTower Advisors
Illinois
$604K -$958 -23 -0.2%
TI
146
Trexquant Investment
Connecticut
$600K +$323K +7,764 +108%
OIA
147
OneDigital Investment Advisors
Kansas
$598K +$10.8K +260 +2%
William Blair & Company
148
William Blair & Company
Illinois
$595K +$379K +9,104 +159%
VR
149
Valued Retirements
Texas
$594K
GS
150
GTS Securities
New York
$591K -$1.04M -24,931 -63%

GUNR Hedge Fund Activity: Q2 2024 in Review

280 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q2 2024, worth a combined $5.1B — down 15% from $5.99B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new GUNR positions and 25 closed out — a net gain of 2 holders — while 84 added to existing stakes and 116 trimmed.

The largest buyer was M Holdings Securities, opening a new position worth an estimated $10M. The largest seller was Northern Trust, cutting an estimated $541M.

  • 280 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q2 2024, down from 281 in Q1 2024.
  • Funds reported $5.1B of FlexShares Global Upstream Natural Resources Index Fund stock for Q2 2024, down 15% quarter-over-quarter.
  • 27 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q2 2024 and 25 closed out, a net change of +2 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q2 2024 was M Holdings Securities, an estimated $10M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q2 2024 was Northern Trust, an estimated $541M sold.

Based on aggregated 13F filings for Q2 2024.