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FlexShares Global Upstream Natural Resources Index Fund
GUNR

291 hedge funds and large institutions have $6.74B invested in FlexShares Global Upstream Natural Resources Index Fund in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 128 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

68% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 76

5% more funds holding

Funds holding: 276 → 291 (+15)

1% more capital invested

Capital invested by funds: $6.67B → $6.74B (+$68.7M)

0.52% more ownership

Funds ownership: 90.78% → 91.3% (+0.52%)

9% less funds holding in top 10

Funds holding in top 10: 34 → 31 (-3)

Holders
291
Holders Change
+15
Holders Change %
+5.43%
% of All Funds
4.64%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.49%
New
40
Increased
128
Reduced
76
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$198M
2
Jane Street
Jane Street
New York
+$99.9M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$46.8M
4
ET
Equitable Trust
Tennessee
+$13.8M
5
CTC
Central Trust Company
Missouri
+$11.6M

Top Sellers

Rank Fund Capital Flow
1
ACM
Advance Capital Management
Michigan
-$54.1M
2
BCM
BlueCrest Capital Management
Jersey
-$25M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$23.6M
4
Victory Capital Management
Victory Capital Management
Texas
-$14.8M
5
CIM
Cambria Investment Management
California
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
176
Forza Wealth Management
Florida
$530K – – –
BRWA
177
B. Riley Wealth Advisors
Florida
$528K +$3.62K +83 +0.7%
Luther King Capital Management (LKCM)
178
Luther King Capital Management (LKCM)
Texas
$503K – – –
PPC
179
Park Place Capital
Alabama
$501K – – –
RB
180
Renasant Bank
Mississippi
$501K – – –
AWS
181
Aspen Wealth Strategies
Colorado
$494K -$2.53K -58 -0.5%
CFG
182
Citizens Financial Group
Rhode Island
$491K +$506K +11,608 New
WB
183
WesBanco Bank
West Virginia
$478K -$22.4K -515 -4%
NB
184
Nicolet Bankshares
Wisconsin
$464K -$71.7K -1,646 -13%
GWM
185
Greenwich Wealth Management
Connecticut
$458K +$107K +2,464 +29%
CB
186
Commerce Bank
Missouri
$454K -$105K -2,401 -18%
CWM
187
Circle Wealth Management
New Jersey
$424K – – –
FWM
188
FFT Wealth Management
Pennsylvania
$423K – – –
NW
189
NewEdge Wealth
Pennsylvania
$422K +$133K +3,047 +44%
TPW
190
Transatlantique Private Wealth
New York
$412K +$54.4K +1,247 +15%
Bank of Montreal
191
Bank of Montreal
Ontario, Canada
$406K -$138K -3,159 -25%
WDL
192
Well Done LLC
Michigan
$399K – – –
SFA
193
Sequoia Financial Advisors
Ohio
$395K +$305 +7 +0.1%
AWM
194
AllSquare Wealth Management
New York
$382K – – –
RCA
195
Resonant Capital Advisors
Wisconsin
$375K – – –
LNC
196
Lincoln National Corp
Pennsylvania
$371K -$17.8K -409 -4%
ECG
197
Edge Capital Group
Georgia
$363K – – –
SG
198
StoneX Group
New York
$354K -$30.3K -696 -8%
MWA
199
Monograph Wealth Advisors
California
$350K – – –
ST
200
Sageworth Trust
Pennsylvania
$342K – – –
6 7
8
9 10

GUNR Hedge Fund Activity: Q1 2023 in Review

291 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q1 2023, worth a combined $6.74B — up 1% from $6.67B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new GUNR positions and 21 closed out — a net gain of 19 holders — while 128 added to existing stakes and 76 trimmed.

The largest buyer was Northern Trust, adding an estimated $198M. The largest seller was Advance Capital Management, cutting an estimated $54.1M.

  • 291 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q1 2023, up from 276 in Q4 2022.
  • Funds reported $6.74B of FlexShares Global Upstream Natural Resources Index Fund stock for Q1 2023, up 1% quarter-over-quarter.
  • 40 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q1 2023 and 21 closed out, a net change of +19 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q1 2023 was Northern Trust, an estimated $198M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q1 2023 was Advance Capital Management, an estimated $54.1M sold.

Based on aggregated 13F filings for Q1 2023.