FlexShares Global Upstream Natural Resources Index Fund
GUNR
133 hedge funds and large institutions have $2.91B invested in FlexShares Global Upstream Natural Resources Index Fund in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 51 reducing their positions, and 23 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 10 → 15 (+5)
9% more capital invested
Capital invested by funds: $2.68B → $2.91B (+$230M)
1.95% more ownership
Funds ownership: 88.89% → 90.85% (+2%)
4% less funds holding
Funds holding: 139 → 133 (-6)
26% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 23
27% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EW
Evoke Wealth
Los Angeles,
California
|
+$25.6M |
| 2 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
+$24M |
| 3 |
Morgan Stanley
New York
|
+$10.2M |
| 4 |
IA
IndexIQ Advisors
New York
|
+$6.21M |
| 5 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
+$4.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$365M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$14.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$13.6M |
| 4 |
VA
Valmark Advisers
Akron,
Ohio
|
-$9.72M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$7.38M |
GUNR Hedge Fund Activity: Q2 2020 in Review
133 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q2 2020, worth a combined $2.91B — up 8.6% from $2.68B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of GUNR and 17 opened new positions — a net loss of 6 holders — while 51 trimmed existing stakes and 37 added.
The largest buyer was Evoke Wealth, adding an estimated $25.6M. The largest seller was Northern Trust, cutting an estimated $365M.
- 133 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q2 2020, down from 139 in Q1 2020.
- Funds reported $2.91B of FlexShares Global Upstream Natural Resources Index Fund stock for Q2 2020, up 8.6% quarter-over-quarter.
- 17 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q2 2020 and 23 closed out, a net change of -6 holders.
- The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q2 2020 was Evoke Wealth, an estimated $25.6M added.
- The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q2 2020 was Northern Trust, an estimated $365M sold.
Based on aggregated 13F filings for Q2 2020.