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FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA

Overview Fund Activity

111 hedge funds and large institutions have $1.9B invested in FlexShares STOXX Global Broad Infrastructure Index Fund in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 35 reducing their positions, and 17 closing their positions.

Holders
111
Holders Change
-4
Holders Change %
-3.48%
% of All Funds
1.75%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
14
Increased
39
Reduced
35
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
APCM
1
Alaska Permanent Capital Management
Alaska
$61.9M
2
AWA
2
Alaska Wealth Advisors
Alaska
$32.8M
3
CWM
3
Calamos Wealth Management
Illinois
$891K
4
CFA
4
Capstone Financial Advisors
Illinois
$89.7M
5
NW
5
NewEdge Wealth
Pennsylvania
$681K

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.58B
2
Jane Street
2
Jane Street
New York
$628K
3
WWA
3
WCG Wealth Advisors
Nevada
$14.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.51M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$1.58B 30,217,903 -1,143,673 -4%
CFA
2
Capstone Financial Advisors
Illinois
$89.7M 1,712,567 +15,590 +0.9%
APCM
3
Alaska Permanent Capital Management
Alaska
$61.9M 1,182,854 +45,607 +4%
AWA
4
Alaska Wealth Advisors
Alaska
$32.8M 626,346 +17,168 +3%
Morgan Stanley
5
Morgan Stanley
New York
$17.8M 340,114 -6,135 -2%
WWA
6
WCG Wealth Advisors
Nevada
$14.5M 276,826 -87,820 -24%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$12.9M 245,547 +362 +0.1%
LFA
8
Landmark Financial Advisors
Kentucky
$10.8M 205,621 -16,913 -8%
NB
9
NBT Bank
New York
$7.14M 136,349 -14,692 -10%
UBG
10
United Bank (Georgia)
Georgia
$5.82M 111,138 +209 +0.2%
RJA
11
Raymond James & Associates
Florida
$5.42M 103,410 -5,553 -5%
CI
12
CX Institutional
Indiana
$3.63M 69,277 -308 -0.4%
MD
13
Money Design
Japan
$3.54M 67,526 +3,981 +6%
BCM
14
Boltwood Capital Management
California
$3.1M 59,294 +2,078 +4%
LPL Financial
15
LPL Financial
California
$2.65M 50,586 -2,055 -4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.51M 47,875 -19,016 -28%
WA
17
Wealth Architects
California
$2.21M 42,167 -1,057 -2%
BC
18
Brio Consultants
California
$1.89M 36,118 -7,164 -17%
IBOK
19
Independence Bank of Kentucky
Kentucky
$1.68M 32,070 -1,760 -5%
MTIC
20
Missouri Trust & Investment Company
Missouri
$1.62M 31,000 +2,410 +8%
UBS Group
21
UBS Group
Switzerland
$1.62M 30,917 +7,895 +34%
Bank of America
22
Bank of America
North Carolina
$1.54M 29,481 +2,055 +7%
CPIG
23
Chicago Partners Investment Group
Illinois
$1.17M 22,673 +1,725 +8%
PNC
24
Park National Corp
Ohio
$1.07M 20,507 -518 -2%
UB
25
UMB Bank
Missouri
$1.04M 19,787 +9,698 +96%
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