Northern Trust Morningstar Global Upstream Natural Resources ETF
GUNR
281 hedge funds and large institutions have $5.99B invested in Northern Trust Morningstar Global Upstream Natural Resources ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 89 increasing their positions, 117 reducing their positions, and 29 closing their positions.
0.43% more ownership
Funds ownership: 90.08% → 90.51% (+0.43%)
5% less capital invested
Capital invested by funds: $6.3B → $5.99B (-$311M)
4% less funds holding
Funds holding: 292 → 281 (-11)
11% less funds holding in top 10
Funds holding in top 10: 27 → 24 (-3)
24% less repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 117
31% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EW
Evoke Wealth
Los Angeles,
California
|
+$134M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$18M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$17.3M |
| 4 |
Jane Street
New York
|
+$9.64M |
| 5 |
D.E. Shaw & Co
New York
|
+$6.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$343M |
| 2 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
-$20.4M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$18.5M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$13.1M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$11.6M |
GUNR Hedge Fund Activity: Q1 2024 in Review
281 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) for Q1 2024, worth a combined $5.99B — down 4.9% from $6.3B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of GUNR and 20 opened new positions — a net loss of 9 holders — while 117 trimmed existing stakes and 89 added.
The largest buyer was Evoke Wealth, adding an estimated $134M. The largest seller was Northern Trust, cutting an estimated $343M.
- 281 institutional investors held Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) as of Q1 2024, down from 292 in Q4 2023.
- Funds reported $5.99B of Northern Trust Morningstar Global Upstream Natural Resources ETF stock for Q1 2024, down 4.9% quarter-over-quarter.
- 20 funds opened new Northern Trust Morningstar Global Upstream Natural Resources ETF positions in Q1 2024 and 29 closed out, a net change of -9 holders.
- The largest Northern Trust Morningstar Global Upstream Natural Resources ETF buyer in Q1 2024 was Evoke Wealth, an estimated $134M added.
- The largest Northern Trust Morningstar Global Upstream Natural Resources ETF seller in Q1 2024 was Northern Trust, an estimated $343M sold.
Based on aggregated 13F filings for Q1 2024.