FlexShares International Quality Dividend Dynamic Index Fund
IQDY
32 hedge funds and large institutions have $41.3M invested in FlexShares International Quality Dividend Dynamic Index Fund in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
14% more funds holding
Funds holding: 28 → 32 (+4)
3% less capital invested
Capital invested by funds: $42.7M → $41.3M (-$1.34M)
3.16% less ownership
Funds ownership: 53.33% → 50.18% (-3.2%)
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$2.41M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$1.22M |
| 3 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$1.1M |
| 4 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
+$844K |
| 5 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$724K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.38M |
| 2 |
SA
SFI Advisors
Montclair,
New Jersey
|
-$1.11M |
| 3 |
CP
Castleview Partners
Dallas,
Texas
|
-$966K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$941K |
| 5 |
LPL Financial
San Diego,
California
|
-$833K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CP
26
Castleview Partners
Dallas,
Texas
| $29K | -$966K | -32,867 | -97% |
|
|
PB
27
Pinnacle Bancorp
Beatrice,
Nebraska
| $20K | – | – | – |
|
|
DWP
28
Destiny Wealth Partners
Tavares,
Florida
| $14K | – | – | – |
|
|
CFN
29
Cordasco Financial Network
Naples,
Florida
| $5K | – | – | – |
|
30
Koshinski Asset Management
Decatur,
Illinois
| $3.66K | – | – | – |
|
|
SA
31
SFI Advisors
Montclair,
New Jersey
| $371 | -$1.11M | -37,656 | -74% |
|
|
32
Citadel Advisors
Miami,
Florida
| – | -$2.38M | -78,633 | Closed |
|
|
FTUS
33
Flow Traders U.S.
New York
| – | -$311K | -10,277 | Closed |
|
|
IA
34
IFP Advisors
Tampa,
Florida
| – | -$25K | -823 | Closed |
|
|
CA
35
CoreCap Advisors
Southfield,
Michigan
| – | -$15K | -500 | Closed |
|
36
Wells Fargo
San Francisco,
California
| – | +$29 | +1 | New |
|
IQDY Hedge Fund Activity: Q1 2022 in Review
32 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FlexShares International Quality Dividend Dynamic Index Fund (IQDY) for Q1 2022, worth a combined $41.3M — down 3.1% from $42.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IQDY positions and 4 closed out — a net gain of 4 holders — while 8 added to existing stakes and 10 trimmed.
The largest buyer was Focus Financial Network, opening a new position worth an estimated $2.41M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.38M sold.
- 32 institutional investors held FlexShares International Quality Dividend Dynamic Index Fund (IQDY) as of Q1 2022, up from 28 in Q4 2021.
- Funds reported $41.3M of FlexShares International Quality Dividend Dynamic Index Fund stock for Q1 2022, down 3.1% quarter-over-quarter.
- 8 funds opened new FlexShares International Quality Dividend Dynamic Index Fund positions in Q1 2022 and 4 closed out, a net change of +4 holders.
- The largest FlexShares International Quality Dividend Dynamic Index Fund buyer in Q1 2022 was Focus Financial Network, an estimated $2.41M added.
- The largest FlexShares International Quality Dividend Dynamic Index Fund seller in Q1 2022 was Citadel Advisors, an estimated $2.38M sold.
Based on aggregated 13F filings for Q1 2022.