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FlexShares Global Quality Real Estate Index Fund
GQRE

48 hedge funds and large institutions have $292M invested in FlexShares Global Quality Real Estate Index Fund in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $242M → $292M (+$49.9M)

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

8.32% more ownership

Funds ownership: 85.99% → 94.31% (+8.3%)

2% more funds holding

Funds holding: 47 → 48 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
17
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$14.3M
2
FTUS
Flow Traders U.S.
New York
+$3.3M
3
DAS
Dynamic Advisor Solutions
Arizona
+$2.26M
4
OMC
Old Mission Capital
Illinois
+$1.58M
5
FFA
Farther Finance Advisors
California
+$657K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$3.1M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.78M
3
Citadel Advisors
Citadel Advisors
Florida
-$641K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$613K
5
CNBT
Cornerstone National Bank & Trust
Illinois
-$526K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$720K -$41.5K -819 -6%
CAN
27
Cetera Advisor Networks
California
$690K -$18.4K -363 -3%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$451K +$36.4K +718 +10%
Osaic Holdings
29
Osaic Holdings
Arizona
$377K -$420K -8,289 -55%
HIM
30
Hanlon Investment Management
New Jersey
$367K -$79.7K -1,571 -19%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$320K +$291K +5,729 New
UBS Group
32
UBS Group
Switzerland
$310K +$5.33K +105 +2%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$276K – – –
FFM
34
Forum Financial Management
Illinois
$236K – – –
Bank of America
35
Bank of America
North Carolina
$226K +$38.3K +756 +23%
SMA
36
Seven Mile Advisory
New Jersey
$226K +$205K +4,043 New
Citigroup
37
Citigroup
New York
$158K -$4.01K -79 -3%
AF
38
Allworth Financial
California
$117K – – –
AssetMark Inc
39
AssetMark Inc
California
$103K +$1.52K +30 +2%
SIS
40
Sound Income Strategies
Florida
$41K +$37.3K +736 New
EWP
41
Elevation Wealth Partners
California
$30.7K – – –
HNB
42
Huntington National Bank
Ohio
$14.1K – – –
MA
43
Marquette Associates
Illinois
$9.09K +$8.27K +163 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$5K – – –
NA
45
NewEdge Advisors
Louisiana
$4.05K +$3.7K +73 New
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$3.94K +$3.55K +70 New
JP Morgan Chase
47
JP Morgan Chase
New York
$3.68K – – –
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$2.79K – – –
Wells Fargo
49
Wells Fargo
California
$46 – – –
Bank of New York Mellon
50
Bank of New York Mellon
New York
– -$1.78M -36,320 Closed
1
2
3

GQRE Hedge Fund Activity: Q4 2023 in Review

48 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Quality Real Estate Index Fund (GQRE) for Q4 2023, worth a combined $292M — up 21% from $242M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new GQRE positions and 7 closed out — a net gain of 1 holder — while 17 added to existing stakes and 15 trimmed.

The largest buyer was Northern Trust, adding an estimated $14.3M. The largest seller was Jane Street, cutting an estimated $3.1M.

  • 48 institutional investors held FlexShares Global Quality Real Estate Index Fund (GQRE) as of Q4 2023, up from 47 in Q3 2023.
  • Funds reported $292M of FlexShares Global Quality Real Estate Index Fund stock for Q4 2023, up 21% quarter-over-quarter.
  • 8 funds opened new FlexShares Global Quality Real Estate Index Fund positions in Q4 2023 and 7 closed out, a net change of +1 holder.
  • The largest FlexShares Global Quality Real Estate Index Fund buyer in Q4 2023 was Northern Trust, an estimated $14.3M added.
  • The largest FlexShares Global Quality Real Estate Index Fund seller in Q4 2023 was Jane Street, an estimated $3.1M sold.

Based on aggregated 13F filings for Q4 2023.