Northern Trust Morningstar Global Upstream Natural Resources ETF
GUNR
280 hedge funds and large institutions have $5.1B invested in Northern Trust Morningstar Global Upstream Natural Resources ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 116 reducing their positions, and 25 closing their positions.
8% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 25
0% less funds holding
Funds holding: 281 → 280 (-1)
3.16% less ownership
Funds ownership: 90.51% → 87.35% (-3.2%)
4% less funds holding in top 10
Funds holding in top 10: 24 → 23 (-1)
15% less capital invested
Capital invested by funds: $5.99B → $5.1B (-$896M)
28% less repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 116
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MHS
M Holdings Securities
Portland,
Oregon
|
+$10M |
| 2 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$6.84M |
| 3 |
VA
Valmark Advisers
Akron,
Ohio
|
+$5.94M |
| 4 |
HB
Horizon Bancorp
Michigan City,
Indiana
|
+$5.02M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$3.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$541M |
| 2 |
EW
Evoke Wealth
Los Angeles,
California
|
-$142M |
| 3 |
CFB
Cullen/Frost Bankers
San Antonio,
Texas
|
-$36.7M |
| 4 |
Jane Street
New York
|
-$29.3M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$11.1M |
GUNR Hedge Fund Activity: Q2 2024 in Review
280 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) for Q2 2024, worth a combined $5.1B — down 15% from $5.99B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new GUNR positions and 25 closed out — a net gain of 2 holders — while 84 added to existing stakes and 116 trimmed.
The largest buyer was M Holdings Securities, opening a new position worth an estimated $10M. The largest seller was Northern Trust, cutting an estimated $541M.
- 280 institutional investors held Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) as of Q2 2024, down from 281 in Q1 2024.
- Funds reported $5.1B of Northern Trust Morningstar Global Upstream Natural Resources ETF stock for Q2 2024, down 15% quarter-over-quarter.
- 27 funds opened new Northern Trust Morningstar Global Upstream Natural Resources ETF positions in Q2 2024 and 25 closed out, a net change of +2 holders.
- The largest Northern Trust Morningstar Global Upstream Natural Resources ETF buyer in Q2 2024 was M Holdings Securities, an estimated $10M added.
- The largest Northern Trust Morningstar Global Upstream Natural Resources ETF seller in Q2 2024 was Northern Trust, an estimated $541M sold.
Based on aggregated 13F filings for Q2 2024.