We are live on ! Find out more
NFRA icon

FlexShares STOXX Global Broad Infrastructure Index Fund

85 hedge funds and large institutions have $2.11B invested in FlexShares STOXX Global Broad Infrastructure Index Fund in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 6

133% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 15

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

20% more funds holding

Funds holding: 7185 (+14)

12% more capital invested

Capital invested by funds: $1.87B → $2.11B (+$234M)

1.92% less ownership

Funds ownership: 88.24%86.31% (-1.9%)

Holders
85
Holders Change
+14
Holders Change %
+19.72%
% of All Funds
1.49%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
21
Increased
35
Reduced
15
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
26
Fiducient Advisors
Illinois
$1.08M -$490K -8,938 -32%
CI
27
CX Institutional
Indiana
$1.05M +$116K +2,117 +13%
WA
28
Wealth Architects
California
$1.05M
UBS Group
29
UBS Group
Switzerland
$828K +$568K +10,353 +235%
CFD
30
Creative Financial Designs
Indiana
$796K +$56.4K +1,028 +8%
PAG
31
Private Advisor Group
New Jersey
$740K +$51.2K +934 +8%
ECG
32
Edge Capital Group
Georgia
$733K -$51.8K -945 -7%
CWM
33
Circle Wealth Management
New Jersey
$698K +$156K +2,838 +30%
Mirae Asset Global Investments
34
Mirae Asset Global Investments
South Korea
$679K
OIA
35
OneDigital Investment Advisors
Kansas
$664K
SB
36
Simmons Bank
Arkansas
$657K -$162K -2,964 -20%
FFA
37
First Foundation Advisors
California
$651K -$71.9K -1,312 -10%
Osaic Holdings
38
Osaic Holdings
Arizona
$618K +$24.8K +453 +4%
Wells Fargo
39
Wells Fargo
California
$617K +$314K +5,729 +109%
Ameriprise
40
Ameriprise
Minnesota
$567K -$1.24M -22,667 -69%
BFS
41
Bickling Financial Services
Massachusetts
$549K +$254K +4,635 +90%
PFBT
42
Parkside Financial Bank & Trust
Missouri
$522K +$509K +9,292 New
LJAC
43
L.J. Altfest & Co
New York
$508K -$520K -9,476 -51%
FA
44
Fortis Advisors
Pennsylvania
$499K +$487K +8,884 New
NGA
45
Naples Global Advisors
Florida
$449K
SW
46
SVB Wealth
Massachusetts
$392K
RCM
47
Rain Capital Management
Oregon
$375K +$366K +6,685 New
MWA
48
MFA Wealth Advisors
Pennsylvania
$308K +$302K +5,500 New
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$272K +$16K +291 +6%
SFS
50
Sowell Financial Services
Arkansas
$263K +$131K +2,385 +114%

NFRA Hedge Fund Activity: Q1 2021 in Review

85 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA) for Q1 2021, worth a combined $2.11B — up 12% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new NFRA positions and 6 closed out — a net gain of 15 holders — while 35 added to existing stakes and 15 trimmed.

The largest buyer was Northern Trust, adding an estimated $102M. The largest seller was Ameriprise, cutting an estimated $1.24M.

  • 85 institutional investors held FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA) as of Q1 2021, up from 71 in Q4 2020.
  • Funds reported $2.11B of FlexShares STOXX Global Broad Infrastructure Index Fund stock for Q1 2021, up 12% quarter-over-quarter.
  • 21 funds opened new FlexShares STOXX Global Broad Infrastructure Index Fund positions in Q1 2021 and 6 closed out, a net change of +15 holders.
  • The largest FlexShares STOXX Global Broad Infrastructure Index Fund buyer in Q1 2021 was Northern Trust, an estimated $102M added.
  • The largest FlexShares STOXX Global Broad Infrastructure Index Fund seller in Q1 2021 was Ameriprise, an estimated $1.24M sold.

Based on aggregated 13F filings for Q1 2021.