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FlexShares Global Upstream Natural Resources Index Fund

269 hedge funds and large institutions have $6.85B invested in FlexShares Global Upstream Natural Resources Index Fund in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 101 increasing their positions, 79 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 79

7% more funds holding in top 10

Funds holding in top 10: 2830 (+2)

9% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 32

1% more funds holding

Funds holding: 267269 (+2)

7.38% less ownership

Funds ownership: 99.18%91.81% (-7.4%)

12% less capital invested

Capital invested by funds: $7.78B → $6.85B (-$926M)

Holders
269
Holders Change
+2
Holders Change %
+0.75%
% of All Funds
4.53%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.51%
New
35
Increased
101
Reduced
79
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
151
Luther King Capital Management (LKCM)
Texas
$718K
DAS
152
Dynamic Advisor Solutions
Arizona
$709K +$24.7K +547 +3%
CM
153
Columbus Macro
Pennsylvania
$706K -$60K -1,328 -7%
Fidelity Investments
154
Fidelity Investments
Massachusetts
$698K +$74.8K +1,656 +10%
OPS
155
Orion Portfolio Solutions
Nebraska
$697K +$385K +8,527 +94%
RTS
156
Round Table Services
New Jersey
$658K
OIA
157
OneDigital Investment Advisors
Kansas
$656K
US Bancorp
158
US Bancorp
Minnesota
$641K +$380K +8,400 +108%
CB
159
Commerce Bank
Missouri
$637K -$1.49K -33 -0.2%
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$633K +$125K +2,759 +21%
SPC
161
Sigma Planning Corp
Michigan
$611K +$501K +11,096 +257%
TSS
162
Two Sigma Securities
New York
$602K +$685K +15,168 New
HIM
163
Hanlon Investment Management
New Jersey
$600K +$170K +3,770 +33%
Creative Planning
164
Creative Planning
Kansas
$592K -$19.2K -426 -3%
Prudential Financial
165
Prudential Financial
New Jersey
$559K +$278K +6,145 +80%
WB
166
WesBanco Bank
West Virginia
$557K -$63.3K -1,400 -9%
NB
167
Nicolet Bankshares
Wisconsin
$545K -$294K -6,500 -32%
CL
168
Choreo LLC
Illinois
$545K
QCIG
169
Quad-Cities Investment Group
Iowa
$542K +$617K +13,664 New
Janney Montgomery Scott
170
Janney Montgomery Scott
Pennsylvania
$532K -$368K -8,145 -39%
TPW
171
Transatlantique Private Wealth
New York
$500K +$570K +12,616 New
GWM
172
Greenwich Wealth Management
Connecticut
$489K +$16.6K +368 +3%
William Blair & Company
173
William Blair & Company
Illinois
$489K +$87.5K +1,937 +19%
RB
174
Renasant Bank
Mississippi
$470K
MCM
175
Manchester Capital Management
Vermont
$443K

GUNR Hedge Fund Activity: Q2 2022 in Review

269 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q2 2022, worth a combined $6.85B — down 12% from $7.78B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new GUNR positions and 32 closed out — a net gain of 3 holders — while 101 added to existing stakes and 79 trimmed.

The largest buyer was Bessemer Group, adding an estimated $280M. The largest seller was Aaron Wealth Advisors, cutting an estimated $569M.

  • 269 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q2 2022, up from 267 in Q1 2022.
  • Funds reported $6.85B of FlexShares Global Upstream Natural Resources Index Fund stock for Q2 2022, down 12% quarter-over-quarter.
  • 35 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q2 2022 and 32 closed out, a net change of +3 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q2 2022 was Bessemer Group, an estimated $280M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q2 2022 was Aaron Wealth Advisors, an estimated $569M sold.

Based on aggregated 13F filings for Q2 2022.