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FlexShares Quality Dividend Defensive Index Fund
QDEF

85 hedge funds and large institutions have $308M invested in FlexShares Quality Dividend Defensive Index Fund in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

2% more funds holding

Funds holding: 83 → 85 (+2)

4% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 26

0.12% less ownership

Funds ownership: 76.75% → 76.63% (-0.12%)

2% less capital invested

Capital invested by funds: $314M → $308M (-$6.13M)

Holders
85
Holders Change
+2
Holders Change %
+2.41%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WKSWA
White Knight Strategic Wealth Advisors
New Jersey
+$313K
2
UBS Group
UBS Group
Switzerland
+$297K
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$269K
4
CIA
Concurrent Investment Advisors
Florida
+$243K
5
SDH
Sloy Dahl & Holst
Washington
+$173K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$891K
2
Northern Trust
Northern Trust
Illinois
-$824K
3
Citadel Advisors
Citadel Advisors
Florida
-$824K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$628K
5
PAG
Private Advisor Group
New Jersey
-$242K
Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
26
J.W. Cole Advisors
Florida
$920K +$16.8K +234 +2%
Bank of America
27
Bank of America
North Carolina
$847K -$41.7K -580 -5%
AC
28
Anson Capital
Georgia
$844K +$1.8K +25 +0.2%
KWM
29
Kaydan Wealth Management
Michigan
$822K +$2.16K +30 +0.3%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$808K +$792 +11 +0.1%
AAS
31
Ameritas Advisory Services
Nebraska
$786K -$80.3K -1,115 -9%
HA
32
Herold Advisors
New York
$712K – – –
CWM
33
Cedar Wealth Management
California
$672K – – –
Osaic Holdings
34
Osaic Holdings
Arizona
$670K -$46.9K -652 -6%
CPA
35
Clear Point Advisors
New York
$658K +$63.7K +885 +10%
SWM
36
Stark Wealth Management
Pennsylvania
$638K +$654K +9,080 New
NA
37
NewEdge Advisors
Louisiana
$616K – – –
Citadel Advisors
38
Citadel Advisors
Florida
$613K -$824K -11,442 -57%
WKSWA
39
White Knight Strategic Wealth Advisors
New Jersey
$611K +$313K +4,351 +100%
Ameriprise
40
Ameriprise
Minnesota
$609K +$27.9K +387 +5%
Stifel Financial
41
Stifel Financial
Missouri
$592K -$504 -7 -0.1%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$579K +$1.22K +17 +0.2%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$531K +$98.5K +1,368 +22%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$517K -$10.8K -150 -2%
MA
45
MONECO Advisors
Connecticut
$491K – – –
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$491K -$25.4K -353 -5%
VF
47
Virtu Financial
New York
$486K +$23.3K +324 +5%
KPWS
48
Kestra Private Wealth Services
Texas
$469K +$72 +1 +0%
LNB
49
Ledyard National Bank
$427K -$36K -500 -8%
NGA
50
Naples Global Advisors
Florida
$415K – – –
1
2
3 4

QDEF Hedge Fund Activity: Q4 2024 in Review

85 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FlexShares Quality Dividend Defensive Index Fund (QDEF) for Q4 2024, worth a combined $308M — down 1.9% from $314M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new QDEF positions and 5 closed out — a net gain of 3 holders — while 27 added to existing stakes and 26 trimmed.

The largest buyer was White Knight Strategic Wealth Advisors, adding an estimated $313K. The largest seller was Royal Bank of Canada, cutting an estimated $891K.

  • 85 institutional investors held FlexShares Quality Dividend Defensive Index Fund (QDEF) as of Q4 2024, up from 83 in Q3 2024.
  • Funds reported $308M of FlexShares Quality Dividend Defensive Index Fund stock for Q4 2024, down 1.9% quarter-over-quarter.
  • 8 funds opened new FlexShares Quality Dividend Defensive Index Fund positions in Q4 2024 and 5 closed out, a net change of +3 holders.
  • The largest FlexShares Quality Dividend Defensive Index Fund buyer in Q4 2024 was White Knight Strategic Wealth Advisors, an estimated $313K added.
  • The largest FlexShares Quality Dividend Defensive Index Fund seller in Q4 2024 was Royal Bank of Canada, an estimated $891K sold.

Based on aggregated 13F filings for Q4 2024.