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FlexShares Quality Dividend Defensive Index Fund
QDEF

Overview Fund Activity

62 hedge funds and large institutions have $276M invested in FlexShares Quality Dividend Defensive Index Fund in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-7
Holders Change %
-10.14%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
22
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RW
RVW Wealth
California
$10.1M
2
3AM
3D Asset Management
Connecticut
$29.8M
3
CAN
Cetera Advisor Networks
California
$4.22M
4
AWM
AE Wealth Management
Kansas
$1.78M
5
AFP
Ausdal Financial Partners
Iowa
$1.44M

Top Sellers

1
Lido Advisors
Lido Advisors
California
$0
2
NB
NBT Bank
New York
$0
3
Morgan Stanley
Morgan Stanley
New York
$3.12M
4
UBS Group
UBS Group
Switzerland
$979K
5
Goldman Sachs
Goldman Sachs
New York
$639K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
Merriman Wealth Management
Washington
$978K -$19K -522 -2%
Stifel Financial
27
Stifel Financial
Missouri
$934K -$511K -14,083 -35%
FAAS
28
First Allied Advisory Services
California
$783K +$24.6K +675 +3%
Goldman Sachs
29
Goldman Sachs
New York
$639K -$555K -15,232 -46%
Ameriprise
30
Ameriprise
Minnesota
$590K +$6.81K +187 +1%
CC
31
Courier Capital
New York
$580K +$61.7K +1,607 +12%
HC
32
HNP Capital
New York
$580K +$580K +15,095 New
ECG
33
Edge Capital Group
Georgia
$573K – – –
PSF
34
Pacific Sun Financial
California
$564K +$69.9K +1,920 +14%
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$558K +$109 +3 +0%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$557K -$174K -4,794 -24%
CWM
37
Cedar Wealth Management
California
$443K -$467K -12,811 -51%
RJA
38
Raymond James & Associates
Florida
$415K -$145K -3,989 -26%
NFG
39
Next Financial Group
Texas
$398K +$353K +9,717 +794%
Citadel Advisors
40
Citadel Advisors
Florida
$389K +$141K +3,873 +57%
IA
41
IFP Advisors
Florida
$306K +$214K +5,723 +231%
MA
42
MONECO Advisors
Connecticut
$302K +$302K +8,299 New
FNBT
43
FineMark National Bank & Trust
Florida
$272K – – –
Creative Planning
44
Creative Planning
Kansas
$200K – – –
US Bancorp
45
US Bancorp
Minnesota
$188K -$49.9K -1,373 -21%
William Blair & Company
46
William Blair & Company
Illinois
$182K -$204K -5,600 -53%
CAN
47
Claraphi Advisory Network
United States
$147K +$147K +4,050 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$135K – – –
APA
49
American Portfolios Advisors
New York
$111K -$78.8K -2,165 -42%
SWM
50
Sugarloaf Wealth Management
Georgia
$71K +$545 +15 +0.8%
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