Northern Trust Morningstar Global Upstream Natural Resources ETF
GUNR
33 hedge funds and large institutions have $2.62B invested in Northern Trust Morningstar Global Upstream Natural Resources ETF in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 6 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 6
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
10% more funds holding
Funds holding: 30 → 33 (+3)
3% more capital invested
Capital invested by funds: $2.54B → $2.62B (+$72.5M)
0.01% less ownership
Funds ownership: 97.38% → 97.37% (-0.01%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
+$35.3M |
| 2 |
LFG
LifePlan Financial Group
Dayton,
Ohio
|
+$6.4M |
| 3 |
Jane Street
New York
|
+$4.91M |
| 4 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$2.93M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$20M |
| 2 |
NA
Nottingham Advisors
Amherst,
New York
|
-$4.9M |
| 3 |
CFS
Community Financial System
Syracuse,
New York
|
-$2.33M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.23M |
| 5 |
FBNAT
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
-$1.71M |
GUNR Hedge Fund Activity: Q4 2013 in Review
33 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) for Q4 2013, worth a combined $2.62B — up 2.8% from $2.54B a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new GUNR positions and 6 closed out — a net gain of 3 holders — while 15 added to existing stakes and 6 trimmed.
The largest buyer was Valmark Advisers, adding an estimated $35.3M. The largest seller was Northern Trust, cutting an estimated $20M.
- 33 institutional investors held Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) as of Q4 2013, up from 30 in Q3 2013.
- Funds reported $2.62B of Northern Trust Morningstar Global Upstream Natural Resources ETF stock for Q4 2013, up 2.8% quarter-over-quarter.
- 9 funds opened new Northern Trust Morningstar Global Upstream Natural Resources ETF positions in Q4 2013 and 6 closed out, a net change of +3 holders.
- The largest Northern Trust Morningstar Global Upstream Natural Resources ETF buyer in Q4 2013 was Valmark Advisers, an estimated $35.3M added.
- The largest Northern Trust Morningstar Global Upstream Natural Resources ETF seller in Q4 2013 was Northern Trust, an estimated $20M sold.
Based on aggregated 13F filings for Q4 2013.