FlexShares International Quality Dividend Dynamic Index Fund
IQDY
30 hedge funds and large institutions have $51M invested in FlexShares International Quality Dividend Dynamic Index Fund in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
11% more funds holding
Funds holding: 27 → 30 (+3)
7% more capital invested
Capital invested by funds: $47.7M → $51M (+$3.27M)
9% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 11
2.58% less ownership
Funds ownership: 70.25% → 67.67% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.2M |
| 2 |
AAS
Asset Allocation Strategies
Farmington,
Michigan
|
+$748K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$730K |
| 4 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$332K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$191K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$3.07M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.16M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.09M |
| 4 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$696K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$352K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PTC
26
Private Trust Company
Cleveland,
Ohio
| $148K | – | – | – |
|
|
ASN
27
Advisory Services Network
Atlanta,
Georgia
| $66K | +$61.5K | +2,367 | New |
|
|
PS
28
Principal Securities
Des Moines,
Iowa
| $40.3K | +$37.5K | +1,444 | New |
|
29
Osaic Holdings
Scottsdale,
Arizona
| $11.2K | – | – | – |
|
30
Comerica Bank
Dallas,
Texas
| $6.18K | – | – | – |
|
31
Wells Fargo
San Francisco,
California
| $1 | – | – | – |
|
|
PB
32
Pinnacle Bancorp
Beatrice,
Nebraska
| – | -$25K | -997 | Closed |
|
33
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$20K | -777 | Closed |
|
IQDY Hedge Fund Activity: Q4 2023 in Review
30 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FlexShares International Quality Dividend Dynamic Index Fund (IQDY) for Q4 2023, worth a combined $51M — up 6.9% from $47.7M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IQDY positions and 2 closed out — a net gain of 3 holders — while 10 added to existing stakes and 11 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $2.2M. The largest seller was Bank of America, cutting an estimated $3.07M.
- 30 institutional investors held FlexShares International Quality Dividend Dynamic Index Fund (IQDY) as of Q4 2023, up from 27 in Q3 2023.
- Funds reported $51M of FlexShares International Quality Dividend Dynamic Index Fund stock for Q4 2023, up 6.9% quarter-over-quarter.
- 5 funds opened new FlexShares International Quality Dividend Dynamic Index Fund positions in Q4 2023 and 2 closed out, a net change of +3 holders.
- The largest FlexShares International Quality Dividend Dynamic Index Fund buyer in Q4 2023 was Susquehanna International Group, an estimated $2.2M added.
- The largest FlexShares International Quality Dividend Dynamic Index Fund seller in Q4 2023 was Bank of America, an estimated $3.07M sold.
Based on aggregated 13F filings for Q4 2023.