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FlexShares Quality Dividend Defensive Index Fund
QDEF

Overview Fund Activity

80 hedge funds and large institutions have $269M invested in FlexShares Quality Dividend Defensive Index Fund in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 27 reducing their positions, and 1 closing their positions.

Holders
80
Holders Change
+9
Holders Change %
+12.68%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
20
Reduced
27
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.57M
2
Franklin Resources
2
Franklin Resources
California
$1.24M
3
SRA
3
Secured Retirement Advisors
Minnesota
$1.21M
4
ARC
4
Advisor Resource Council
Texas
$1.11M
5
GT
5
Greenleaf Trust
Michigan
$1.86M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$199M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.58M
3
RW
3
RVW Wealth
California
$7.69M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$466K
5
RW
5
REDW Wealth
New Mexico
$906K
Name Market Value Shares Shares
Change 		Shares
Change %
ECG
26
Edge Capital Group
Georgia
$806K 13,643 – –
AAS
27
Ameritas Advisory Services
Nebraska
$794K 12,994 -8,467 -39%
AC
28
Anson Capital
Georgia
$741K 12,549 +4,864 +63%
Citadel Advisors
29
Citadel Advisors
Florida
$718K 12,155 -11,122 -48%
Stifel Financial
30
Stifel Financial
Missouri
$694K 11,747 +1,456 +14%
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$679K 11,493 – –
KWM
32
Kaydan Wealth Management
Michigan
$641K 10,859 -120 -1%
HA
33
Herold Advisors
New York
$616K 10,436 -394 -4%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$610K 10,328 +10,328 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$606K 10,255 -841 -8%
Osaic Holdings
36
Osaic Holdings
Arizona
$605K 10,250 -3,248 -24%
CWM
37
Cedar Wealth Management
California
$565K 9,566 +27 +0.3%
NA
38
NewEdge Advisors
Louisiana
$518K 8,773 – –
KAS
39
Kestra Advisory Services
Texas
$505K 8,545 -3,048 -26%
AFO
40
Arrowroot Family Office
California
$472K 7,990 -721 -8%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$466K 7,890 -13,940 -64%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$424K 7,181 +1,052 +17%
Ameriprise
43
Ameriprise
Minnesota
$415K 7,022 -187 -3%
MA
44
MONECO Advisors
Connecticut
$413K 6,999 – –
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$410K 6,935 +685 +11%
LNB
46
Ledyard National Bank
$406K 6,875 -100 -1%
KPWS
47
Kestra Private Wealth Services
Texas
$404K 6,836 -1,223 -15%
Bank of New York Mellon
48
Bank of New York Mellon
New York
$393K 6,659 +1 +0%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$351K 5,936 -340 -5%
WKSWA
50
White Knight Strategic Wealth Advisors
New Jersey
$347K 5,873 -9 -0.2%
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