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FlexShares Global Upstream Natural Resources Index Fund

285 hedge funds and large institutions have $6.52B invested in FlexShares Global Upstream Natural Resources Index Fund in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 103 increasing their positions, 107 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
285
Holders Change
-5
Holders Change %
-1.72%
% of All Funds
4.49%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.44%
New
28
Increased
103
Reduced
107
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EDRH
176
Edmond de Rothschild Holding
Switzerland
$475K -$275K -6,870 -37%
OCG
177
Opus Capital Group
Ohio
$474K -$59.7K -1,489 -11%
Luther King Capital Management (LKCM)
178
Luther King Capital Management (LKCM)
Texas
$473K -$503K
HCM
179
Hollencrest Capital Management
California
$468K +$213K +5,318 +84%
IWC
180
Integrated Wealth Concepts
Massachusetts
$463K +$257K +6,421 +125%
WB
181
WesBanco Bank
West Virginia
$440K -$11.8K -294 -3%
NB
182
Nicolet Bankshares
Wisconsin
$434K -$5.73K -143 -1%
CB
183
Commerce Bank
Missouri
$421K -$8.86K -221 -2%
TPW
184
Transatlantique Private Wealth
New York
$420K +$30.1K +750 +8%
CWM
185
Circle Wealth Management
New Jersey
$402K
FWM
186
FFT Wealth Management
Pennsylvania
$401K
DWT
187
Dorsey & Whitney Trust
South Dakota
$401K +$80.1K +2,000 +25%
WDL
188
Well Done LLC
Michigan
$378K
US Bancorp
189
US Bancorp
Minnesota
$377K -$329K -8,213 -47%
HNB
190
Huntington National Bank
Ohio
$367K -$311K
SFA
191
Sequoia Financial Advisors
Ohio
$364K -$9.82K -245 -3%
LNC
192
Lincoln National Corp
Pennsylvania
$359K +$6.89K +172 +2%
RCA
193
Resonant Capital Advisors
Wisconsin
$355K
AWM
194
AllSquare Wealth Management
New York
$347K -$5.66K -145 -2%
ECG
195
Edge Capital Group
Georgia
$344K
GT
196
Glenmede Trust
Pennsylvania
$340K
AWS
197
Aspen Wealth Strategies
Colorado
$337K -$131K -3,268 -28%
MWA
198
Monograph Wealth Advisors
California
$331K
ST
199
Sageworth Trust
Pennsylvania
$324K
PJSIMP
200
P.J. Schmidt Investment Management (PJS)
Wisconsin
$316K