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FlexShares Global Upstream Natural Resources Index Fund
GUNR

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: 281 → 280 (-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: 24 → 23 (-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
–

Top Buyers

Rank Fund Capital Flow
1
MHS
M Holdings Securities
Oregon
+$10M
2
SFC
Strategic Financial Concepts
Texas
+$6.84M
3
VA
Valmark Advisers
Ohio
+$5.94M
4
HB
Horizon Bancorp
Indiana
+$5.02M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.35M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$541M
2
EW
Evoke Wealth
California
-$142M
3
CFB
Cullen/Frost Bankers
Texas
-$36.7M
4
Jane Street
Jane Street
New York
-$29.3M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$11.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECG
176
Edge Capital Group
Georgia
$342K – – –
RCA
177
Resonant Capital Advisors
Wisconsin
$340K – – –
WB
178
WesBanco Bank
West Virginia
$336K -$25K -600 -7%
PFS
179
Prospera Financial Services
Texas
$324K +$2.92K +70 +0.9%
US Bancorp
180
US Bancorp
Minnesota
$324K +$57.3K +1,375 +21%
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$321K -$97.8K -2,348 -23%
WS
182
Wedbush Securities
California
$319K – – –
UB
183
UMB Bank
Missouri
$319K +$141K +3,375 +74%
WT
184
Washington Trust
Rhode Island
$317K -$62.6K -1,504 -16%
AFP
185
Ausdal Financial Partners
Iowa
$310K +$42 +1 +0%
WA
186
Waddell & Associates
Tennessee
$304K +$315K +7,571 New
ATC
187
Argent Trust Co
Tennessee
$302K -$375 -9 -0.1%
IWC
188
Integrated Wealth Concepts
Massachusetts
$301K -$30K -720 -9%
FPCP
189
Fort Point Capital Partners
California
$291K – – –
BCM
190
Barometer Capital Management
Ontario, Canada
$285K +$296K +7,100 New
ACM
191
Advance Capital Management
Michigan
$280K -$159K -3,830 -35%
KIA
192
KCM Investment Advisors
California
$279K – – –
AWM
193
AllSquare Wealth Management
New York
$277K -$6.25K -150 -2%
TWP
194
Total Wealth Planning
Ohio
$272K -$1.58K -38 -0.6%
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$267K -$84K -2,018 -23%
PJSIMP
196
P.J. Schmidt Investment Management (PJS)
Wisconsin
$266K -$5.91K -142 -2%
Bank of New York Mellon
197
Bank of New York Mellon
New York
$263K -$166K -3,979 -38%
VFP
198
Verus Financial Partners
Virginia
$251K +$2.79K +67 +1%
Luther King Capital Management (LKCM)
199
Luther King Capital Management (LKCM)
Texas
$249K – – –
HW
200
Hancock Whitney
Mississippi
$247K -$201K -4,820 -44%
6 7
8
9 10

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.