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Northern Trust Morningstar Global Upstream Natural Resources ETF

292 hedge funds and large institutions have $6.3B invested in Northern Trust Morningstar Global Upstream Natural Resources ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 103 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

3% more funds holding

Funds holding: 283292 (+9)

3% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 103

1.83% less ownership

Funds ownership: 91.9%90.08% (-1.8%)

5% less capital invested

Capital invested by funds: $6.66B → $6.3B (-$352M)

13% less funds holding in top 10

Funds holding in top 10: 3127 (-4)

Holders
292
Holders Change
+9
Holders Change %
+3.18%
% of All Funds
4.25%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.39%
New
34
Increased
100
Reduced
103
Closed
23
Calls
Puts
Net Calls
Net Calls Change

GUNR Hedge Fund Activity: Q4 2023 in Review

292 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) for Q4 2023, worth a combined $6.3B — down 5.3% from $6.66B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new GUNR positions and 23 closed out — a net gain of 11 holders — while 100 added to existing stakes and 103 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $23.9M. The largest seller was Northern Trust, cutting an estimated $391M.

  • 292 institutional investors held Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) as of Q4 2023, up from 283 in Q3 2023.
  • Funds reported $6.3B of Northern Trust Morningstar Global Upstream Natural Resources ETF stock for Q4 2023, down 5.3% quarter-over-quarter.
  • 34 funds opened new Northern Trust Morningstar Global Upstream Natural Resources ETF positions in Q4 2023 and 23 closed out, a net change of +11 holders.
  • The largest Northern Trust Morningstar Global Upstream Natural Resources ETF buyer in Q4 2023 was Old Mission Capital, an estimated $23.9M added.
  • The largest Northern Trust Morningstar Global Upstream Natural Resources ETF seller in Q4 2023 was Northern Trust, an estimated $391M sold.

Based on aggregated 13F filings for Q4 2023.