Northern Trust Morningstar Global Upstream Natural Resources ETF
GUNR
99 hedge funds and large institutions have $4.91B invested in Northern Trust Morningstar Global Upstream Natural Resources ETF in 2017 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 14 closing their positions.
93% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 14
67% more funds holding in top 10
Funds holding in top 10: 9 → 15 (+6)
24% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 21
15% more funds holding
Funds holding: 86 → 99 (+13)
12% more capital invested
Capital invested by funds: $4.37B → $4.91B (+$535M)
0.48% more ownership
Funds ownership: 94.62% → 95.1% (+0.48%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$121M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$42.1M |
| 3 |
UB
UMB Bank
Kansas City,
Missouri
|
+$4.34M |
| 4 |
HBT
Hills Bank & Trust
North Liberty,
Iowa
|
+$4.31M |
| 5 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
+$4.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QS Investors
New York
|
-$97.3M |
| 2 |
MWP
Moller Wealth Partners
|
-$13.2M |
| 3 |
TAT
TD Ameritrade Trust
Denver,
Colorado
|
-$7.06M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$5.44M |
| 5 |
CWM
Cedar Wealth Management
Walnut Creek,
California
|
-$3.06M |
GUNR Hedge Fund Activity: Q4 2017 in Review
99 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) for Q4 2017, worth a combined $4.91B — up 12% from $4.37B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new GUNR positions and 14 closed out — a net gain of 13 holders — while 26 added to existing stakes and 21 trimmed.
The largest buyer was Northern Trust, adding an estimated $121M. The largest seller was QS Investors, exiting entirely with an estimated $97.3M sold.
- 99 institutional investors held Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) as of Q4 2017, up from 86 in Q3 2017.
- Funds reported $4.91B of Northern Trust Morningstar Global Upstream Natural Resources ETF stock for Q4 2017, up 12% quarter-over-quarter.
- 27 funds opened new Northern Trust Morningstar Global Upstream Natural Resources ETF positions in Q4 2017 and 14 closed out, a net change of +13 holders.
- The largest Northern Trust Morningstar Global Upstream Natural Resources ETF buyer in Q4 2017 was Northern Trust, an estimated $121M added.
- The largest Northern Trust Morningstar Global Upstream Natural Resources ETF seller in Q4 2017 was QS Investors, an estimated $97.3M sold.
Based on aggregated 13F filings for Q4 2017.