Northern Trust Morningstar Global Upstream Natural Resources ETF
GUNR
266 hedge funds and large institutions have $5B invested in Northern Trust Morningstar Global Upstream Natural Resources ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 103 reducing their positions, and 36 closing their positions.
1.69% more ownership
Funds ownership: 87.35% → 89.03% (+1.7%)
2% less capital invested
Capital invested by funds: $5.1B → $5B (-$100M)
5% less funds holding
Funds holding: 280 → 266 (-14)
9% less funds holding in top 10
Funds holding in top 10: 23 → 21 (-2)
20% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 103
28% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EW
Evoke Wealth
Los Angeles,
California
|
+$140M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$25.4M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$9.52M |
| 4 |
BIA
Barry Investment Advisors
New Bedford,
Massachusetts
|
+$9.22M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$7.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$236M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$98.5M |
| 3 |
CFB
Cullen/Frost Bankers
San Antonio,
Texas
|
-$10.4M |
| 4 |
HB
Horizon Bancorp
Michigan City,
Indiana
|
-$10.1M |
| 5 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$9.68M |
GUNR Hedge Fund Activity: Q3 2024 in Review
266 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) for Q3 2024, worth a combined $5B — down 2% from $5.1B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of GUNR and 26 opened new positions — a net loss of 10 holders — while 103 trimmed existing stakes and 82 added.
The largest buyer was Evoke Wealth, adding an estimated $140M. The largest seller was Northern Trust, cutting an estimated $236M.
- 266 institutional investors held Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) as of Q3 2024, down from 280 in Q2 2024.
- Funds reported $5B of Northern Trust Morningstar Global Upstream Natural Resources ETF stock for Q3 2024, down 2% quarter-over-quarter.
- 26 funds opened new Northern Trust Morningstar Global Upstream Natural Resources ETF positions in Q3 2024 and 36 closed out, a net change of -10 holders.
- The largest Northern Trust Morningstar Global Upstream Natural Resources ETF buyer in Q3 2024 was Evoke Wealth, an estimated $140M added.
- The largest Northern Trust Morningstar Global Upstream Natural Resources ETF seller in Q3 2024 was Northern Trust, an estimated $236M sold.
Based on aggregated 13F filings for Q3 2024.