Northern Trust Morningstar Global Upstream Natural Resources ETF
GUNR
163 hedge funds and large institutions have $5.13B invested in Northern Trust Morningstar Global Upstream Natural Resources ETF in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 49 increasing their positions, 56 reducing their positions, and 14 closing their positions.
129% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 14
13% more funds holding in top 10
Funds holding in top 10: 16 → 18 (+2)
11% more funds holding
Funds holding: 147 → 163 (+16)
0% less capital invested
Capital invested by funds: $5.14B → $5.13B (-$1.08M)
1.4% less ownership
Funds ownership: 94.38% → 92.98% (-1.4%)
13% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 56
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MPM
Meritage Portfolio Management
Overland Park,
Kansas
|
+$10.4M |
| 2 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
+$9.87M |
| 3 |
CM
Columbus Macro
New Castle,
Pennsylvania
|
+$5.8M |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$5.57M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$3.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$395M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$7.58M |
| 3 |
VA
Valmark Advisers
Akron,
Ohio
|
-$5.46M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.82M |
| 5 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$3.93M |
GUNR Hedge Fund Activity: Q4 2019 in Review
163 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) for Q4 2019, worth a combined $5.13B — down 0.02% from $5.14B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new GUNR positions and 14 closed out — a net gain of 18 holders — while 49 added to existing stakes and 56 trimmed.
The largest buyer was Meritage Portfolio Management, opening a new position worth an estimated $10.4M. The largest seller was Northern Trust, cutting an estimated $395M.
- 163 institutional investors held Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) as of Q4 2019, up from 147 in Q3 2019.
- Funds reported $5.13B of Northern Trust Morningstar Global Upstream Natural Resources ETF stock for Q4 2019, down 0.02% quarter-over-quarter.
- 32 funds opened new Northern Trust Morningstar Global Upstream Natural Resources ETF positions in Q4 2019 and 14 closed out, a net change of +18 holders.
- The largest Northern Trust Morningstar Global Upstream Natural Resources ETF buyer in Q4 2019 was Meritage Portfolio Management, an estimated $10.4M added.
- The largest Northern Trust Morningstar Global Upstream Natural Resources ETF seller in Q4 2019 was Northern Trust, an estimated $395M sold.
Based on aggregated 13F filings for Q4 2019.