Northern Trust Morningstar Global Upstream Natural Resources ETF
GUNR
147 hedge funds and large institutions have $5.14B invested in Northern Trust Morningstar Global Upstream Natural Resources ETF in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 52 reducing their positions, and 21 closing their positions.
14% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 21
1% more funds holding
Funds holding: 145 → 147 (+2)
0% more funds holding in top 10
Funds holding in top 10: 16 → 16 (0)
0.9% less ownership
Funds ownership: 95.28% → 94.38% (-0.9%)
5% less capital invested
Capital invested by funds: $5.41B → $5.14B (-$277M)
19% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
+$59.7M |
| 2 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
+$25.9M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$7.44M |
| 4 |
FA
FDx Advisors
Chicago,
Illinois
|
+$7.09M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWPCM
Perella Weinberg Partners Capital Management
New York
|
-$44M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$12.5M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$11.1M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$7.03M |
| 5 |
NB
Nicolet Bankshares
Green Bay,
Wisconsin
|
-$5.37M |
GUNR Hedge Fund Activity: Q3 2019 in Review
147 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) for Q3 2019, worth a combined $5.14B — down 5.1% from $5.41B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new GUNR positions and 21 closed out — a net gain of 3 holders — while 42 added to existing stakes and 52 trimmed.
The largest buyer was Valmark Advisers, adding an estimated $59.7M. The largest seller was Perella Weinberg Partners Capital Management, cutting an estimated $44M.
- 147 institutional investors held Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) as of Q3 2019, up from 145 in Q2 2019.
- Funds reported $5.14B of Northern Trust Morningstar Global Upstream Natural Resources ETF stock for Q3 2019, down 5.1% quarter-over-quarter.
- 24 funds opened new Northern Trust Morningstar Global Upstream Natural Resources ETF positions in Q3 2019 and 21 closed out, a net change of +3 holders.
- The largest Northern Trust Morningstar Global Upstream Natural Resources ETF buyer in Q3 2019 was Valmark Advisers, an estimated $59.7M added.
- The largest Northern Trust Morningstar Global Upstream Natural Resources ETF seller in Q3 2019 was Perella Weinberg Partners Capital Management, an estimated $44M sold.
Based on aggregated 13F filings for Q3 2019.