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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
TF
176
TIAA FSB
Florida
$432K
HighTower Advisors
177
HighTower Advisors
Illinois
$423K -$24.4K -540 -5%
WPA
178
Winning Points Advisors
Florida
$419K
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
$400K +$5.42K +120 +1%
APA
180
American Portfolios Advisors
New York
$400K -$54K -1,195 -11%
WDL
181
Well Done LLC
Michigan
$374K
SFA
182
Sequoia Financial Advisors
Ohio
$370K -$83.3K -1,843 -16%
AWM
183
AllSquare Wealth Management
New York
$358K -$6.1K -135 -1%
Simplex Trading
184
Simplex Trading
Illinois
$355K +$234K +5,179 +137%
RCA
185
Resonant Capital Advisors
Wisconsin
$352K +$93.2K +2,063 +30%
WPIC
186
White Pine Investment Company
Michigan
$338K +$385K +8,529 New
MC
187
Moors & Cabot
Massachusetts
$331K +$8.77K +194 +2%
RW
188
REDW Wealth
New Mexico
$330K +$92.6K +2,050 +33%
MWA
189
Monograph Wealth Advisors
California
$328K
ST
190
Sageworth Trust
Pennsylvania
$321K
GT
191
Glenmede Trust
Pennsylvania
$317K
Cerity Partners
192
Cerity Partners
New York
$315K -$91.1K -2,017 -20%
WT
193
Washington Trust
Rhode Island
$313K
BB
194
Busey Bank
Illinois
$305K
AFP
195
Ausdal Financial Partners
Iowa
$297K +$339K +7,494 New
AWM
196
AE Wealth Management
Kansas
$292K +$333K +7,361 New
3LCM
197
3D/L Capital Management
Connecticut
$289K +$5.11K +113 +2%
EWM
198
Endowment Wealth Management
Wisconsin
$283K +$37K +819 +13%
ESB
199
Essex Savings Bank
Connecticut
$281K +$320K +7,087 New
KIA
200
KCM Investment Advisors
California
$275K

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.