FlexShares International Quality Dividend Dynamic Index Fund
IQDY
28 hedge funds and large institutions have $91.1M invested in FlexShares International Quality Dividend Dynamic Index Fund in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 17 reducing their positions, and 5 closing their positions.
59% more capital invested
Capital invested by funds: $57.1M → $91.1M (+$33.9M)
8.93% less ownership
Funds ownership: 71.69% → 62.76% (-8.9%)
13% less funds holding
Funds holding: 32 → 28 (-4)
59% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 17
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$11.7M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.49M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.23M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
+$1.89M |
| 5 |
Goldman Sachs
New York
|
+$928K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.08M |
| 2 |
AAS
Asset Allocation Strategies
Farmington,
Michigan
|
-$2.59M |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$1.83M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.41M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.08M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $40.5K | -$14.3K | -551 | -26% |
|
|
PB
27
Pinnacle Bancorp
Beatrice,
Nebraska
| $26.2K | – | – | – |
|
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $20K | -$1.41M | -54,281 | -99% |
|
|
AI
29
Atria Investments
Charlotte,
North Carolina
| – | -$1.08M | -44,669 | Closed |
|
30
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$283K | -11,705 | Closed |
|
|
DWP
31
Destiny Wealth Partners
Tavares,
Florida
| – | -$12.1K | -500 | Closed |
|
32
Osaic Holdings
Scottsdale,
Arizona
| – | -$4K | -186 | Closed |
|
|
CAL
33
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$2K | -80 | Closed |
|
IQDY Hedge Fund Activity: Q1 2023 in Review
28 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FlexShares International Quality Dividend Dynamic Index Fund (IQDY) for Q1 2023, worth a combined $91.1M — up 59% from $57.1M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of IQDY and 2 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 7 added.
The largest buyer was Money Concepts Capital, opening a new position worth an estimated $11.7M. The largest seller was Old Mission Capital, cutting an estimated $3.08M.
- 28 institutional investors held FlexShares International Quality Dividend Dynamic Index Fund (IQDY) as of Q1 2023, down from 32 in Q4 2022.
- Funds reported $91.1M of FlexShares International Quality Dividend Dynamic Index Fund stock for Q1 2023, up 59% quarter-over-quarter.
- 2 funds opened new FlexShares International Quality Dividend Dynamic Index Fund positions in Q1 2023 and 5 closed out, a net change of -3 holders.
- The largest FlexShares International Quality Dividend Dynamic Index Fund buyer in Q1 2023 was Money Concepts Capital, an estimated $11.7M added.
- The largest FlexShares International Quality Dividend Dynamic Index Fund seller in Q1 2023 was Old Mission Capital, an estimated $3.08M sold.
Based on aggregated 13F filings for Q1 2023.