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FlexShares Global Upstream Natural Resources Index Fund
GUNR

Overview Fund Activity

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
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
$4.96B
2
BCM
BlueCrest Capital Management
Jersey
$16.5M
3
SC
Steph & Co
Wisconsin
$14.3M
4
VA
Valmark Advisers
Ohio
$114M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$48.5M

Top Sellers

1
Jane Street
Jane Street
New York
$2.81M
2
AllianceBernstein
AllianceBernstein
Tennessee
$0
3
CAL
Capital Analysts LLC
Pennsylvania
$23.4M
4
ACM
Advance Capital Management
Michigan
$1.77M
5
WWA
WCG Wealth Advisors
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
201
Greenwich Wealth Management
Connecticut
$316K -$119K -2,962 -27%
WT
202
Washington Trust
Rhode Island
$316K – – –
3LCM
203
3D/L Capital Management
Connecticut
$311K +$70.7K +1,764 +29%
PCM
204
Prelude Capital Management
New York
$309K +$32.5K +810 +12%
FFA
205
Fortune Financial Advisors
Kansas
$309K +$309K +7,705 New
Bank of Montreal
206
Bank of Montreal
Ontario, Canada
$308K -$86.5K -2,107 -22%
AFP
207
Ausdal Financial Partners
Iowa
$307K -$1.4K -35 -0.5%
SFM
208
Signet Financial Management
New Jersey
$296K -$738K -18,418 -71%
STA
209
Summit Trail Advisors
New York
$296K +$296K +7,375 New
TI
210
Trexquant Investment
Connecticut
$293K +$84.7K +2,113 +41%
KIA
211
KCM Investment Advisors
California
$278K – – –
MC
212
Moors & Cabot
Massachusetts
$274K – – –
Betterment LLC
213
Betterment LLC
New York
$274K +$68.5K +1,710 +33%
CAPTRUST Financial Advisors
214
CAPTRUST Financial Advisors
North Carolina
$270K -$3.97K -99 -1%
TWP
215
Total Wealth Planning
Ohio
$268K -$23.3K -581 -8%
BIA
216
Barry Investment Advisors
Massachusetts
$267K +$267K +6,663 New
CA
217
Calton & Associates
Florida
$263K -$16.8K -418 -6%
VFP
218
Verus Financial Partners
Virginia
$258K +$258K +6,047 New
EWM
219
Endowment Wealth Management
Wisconsin
$245K -$7.37K -184 -3%
CG
220
Cynosure Group
Utah
$245K +$245K +6,104 New
PFS
221
Prospera Financial Services
Texas
$237K -$441 -11 -0.2%
CAM
222
Cresset Asset Management
Illinois
$236K +$236K +5,897 New
CPIG
223
Chicago Partners Investment Group
Illinois
$224K – – –
NGA
224
Naples Global Advisors
Florida
$219K – – –
SIM
225
Studio Investment Management
Illinois
$211K +$134K +3,348 +175%
7 8
9
10 11