Northern Trust Morningstar Global Upstream Natural Resources ETF
GUNR
30 hedge funds and large institutions have $2.54B invested in Northern Trust Morningstar Global Upstream Natural Resources ETF in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 8 closing their positions.
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
11% more capital invested
Capital invested by funds: $2.29B → $2.54B (+$260M)
11% more funds holding
Funds holding: 27 → 30 (+3)
0.28% more ownership
Funds ownership: 97.1% → 97.38% (+0.28%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
+$64.3M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$32.3M |
| 3 |
TAT
TD Ameritrade Trust
Denver,
Colorado
|
+$10.2M |
| 4 |
LFG
LifePlan Financial Group
Dayton,
Ohio
|
+$455K |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$445K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$3.15M |
| 2 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$1.44M |
| 3 |
Nomura Holdings
Tokyo,
Japan
|
-$1.27M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.06M |
| 5 |
FBNAT
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
-$799K |
GUNR Hedge Fund Activity: Q3 2013 in Review
30 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) for Q3 2013, worth a combined $2.54B — up 11% from $2.29B a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new GUNR positions and 8 closed out — a net gain of 3 holders — while 9 added to existing stakes and 8 trimmed.
The largest buyer was Valmark Advisers, opening a new position worth an estimated $64.3M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $3.15M sold.
- 30 institutional investors held Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) as of Q3 2013, up from 27 in Q2 2013.
- Funds reported $2.54B of Northern Trust Morningstar Global Upstream Natural Resources ETF stock for Q3 2013, up 11% quarter-over-quarter.
- 11 funds opened new Northern Trust Morningstar Global Upstream Natural Resources ETF positions in Q3 2013 and 8 closed out, a net change of +3 holders.
- The largest Northern Trust Morningstar Global Upstream Natural Resources ETF buyer in Q3 2013 was Valmark Advisers, an estimated $64.3M added.
- The largest Northern Trust Morningstar Global Upstream Natural Resources ETF seller in Q3 2013 was Brinker Capital Investments, an estimated $3.15M sold.
Based on aggregated 13F filings for Q3 2013.