Northern Trust Morningstar Global Upstream Natural Resources ETF
GUNR
73 hedge funds and large institutions have $2.63B invested in Northern Trust Morningstar Global Upstream Natural Resources ETF in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 3 closing their positions.
567% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 3
189% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 9
26% more funds holding
Funds holding: 58 → 73 (+15)
24% more capital invested
Capital invested by funds: $2.12B → $2.63B (+$515M)
0.4% more ownership
Funds ownership: 96.5% → 96.9% (+0.4%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$366M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$24.4M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$13.9M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$6.78M |
| 5 |
NB
Nicolet Bankshares
Green Bay,
Wisconsin
|
+$3.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
-$5.18M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.25M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.09M |
| 4 |
Citigroup
New York
|
-$742K |
| 5 |
SG Americas Securities
New York
|
-$472K |
GUNR Hedge Fund Activity: Q3 2016 in Review
73 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) for Q3 2016, worth a combined $2.63B — up 24% from $2.12B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new GUNR positions and 3 closed out — a net gain of 17 holders — while 26 added to existing stakes and 9 trimmed.
The largest buyer was Northern Trust, adding an estimated $366M. The largest seller was Valmark Advisers, cutting an estimated $5.18M.
- 73 institutional investors held Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) as of Q3 2016, up from 58 in Q2 2016.
- Funds reported $2.63B of Northern Trust Morningstar Global Upstream Natural Resources ETF stock for Q3 2016, up 24% quarter-over-quarter.
- 20 funds opened new Northern Trust Morningstar Global Upstream Natural Resources ETF positions in Q3 2016 and 3 closed out, a net change of +17 holders.
- The largest Northern Trust Morningstar Global Upstream Natural Resources ETF buyer in Q3 2016 was Northern Trust, an estimated $366M added.
- The largest Northern Trust Morningstar Global Upstream Natural Resources ETF seller in Q3 2016 was Valmark Advisers, an estimated $5.18M sold.
Based on aggregated 13F filings for Q3 2016.