Northern Trust Morningstar Global Upstream Natural Resources ETF
GUNR
175 hedge funds and large institutions have $4.21B invested in Northern Trust Morningstar Global Upstream Natural Resources ETF in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 58 increasing their positions, 42 reducing their positions, and 8 closing their positions.
438% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 8
38% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 42
35% more capital invested
Capital invested by funds: $3.11B → $4.21B (+$1.1B)
24% more funds holding in top 10
Funds holding in top 10: 17 → 21 (+4)
23% more funds holding
Funds holding: 142 → 175 (+33)
1.05% more ownership
Funds ownership: 89.03% → 90.08% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$517M |
| 2 |
LPL Financial
San Diego,
California
|
+$61.9M |
| 3 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
+$42.5M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$39.9M |
| 5 |
EW
Evoke Wealth
Los Angeles,
California
|
+$17.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
-$8.71M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$7.35M |
| 3 |
VA
Valmark Advisers
Akron,
Ohio
|
-$7.17M |
| 4 |
IA
IndexIQ Advisors
New York
|
-$3.18M |
| 5 |
LGWM
Litman Gregory Wealth Management
Larkspur,
California
|
-$2.76M |
GUNR Hedge Fund Activity: Q1 2021 in Review
175 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) for Q1 2021, worth a combined $4.21B — up 35% from $3.11B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new GUNR positions and 8 closed out — a net gain of 35 holders — while 58 added to existing stakes and 42 trimmed.
The largest buyer was Northern Trust, adding an estimated $517M. The largest seller was MD Financial Management, cutting an estimated $8.71M.
- 175 institutional investors held Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) as of Q1 2021, up from 142 in Q4 2020.
- Funds reported $4.21B of Northern Trust Morningstar Global Upstream Natural Resources ETF stock for Q1 2021, up 35% quarter-over-quarter.
- 43 funds opened new Northern Trust Morningstar Global Upstream Natural Resources ETF positions in Q1 2021 and 8 closed out, a net change of +35 holders.
- The largest Northern Trust Morningstar Global Upstream Natural Resources ETF buyer in Q1 2021 was Northern Trust, an estimated $517M added.
- The largest Northern Trust Morningstar Global Upstream Natural Resources ETF seller in Q1 2021 was MD Financial Management, an estimated $8.71M sold.
Based on aggregated 13F filings for Q1 2021.