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FlexShares Quality Dividend Defensive Index Fund
QDEF

88 hedge funds and large institutions have $317M invested in FlexShares Quality Dividend Defensive Index Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

4% more funds holding

Funds holding: 85 → 88 (+3)

1.91% more ownership

Funds ownership: 76.63% → 78.54% (+1.9%)

3% more capital invested

Capital invested by funds: $308M → $317M (+$8.91M)

14% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 29

Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
25
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FLPIM
F.L. Putnam Investment Management
Massachusetts
+$4.93M
2
TCBWMS
Texas Capital Bank Wealth Management Services
Texas
+$2.76M
3
FCMA
Foresight Capital Management Advisors
Michigan
+$1.97M
4
ARC
Advisor Resource Council
Texas
+$1.66M
5
WWM
WT Wealth Management
Arizona
+$1.41M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$3.76M
2
SRA
Secured Retirement Advisors
Minnesota
-$1.25M
3
SWM
Stark Wealth Management
Pennsylvania
-$435K
4
WKSWA
White Knight Strategic Wealth Advisors
New Jersey
-$310K
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$250K
Name Holding Trade Value Shares
Change 		Change in
Stake
RW
26
REDW Wealth
New Mexico
$1.07M – – –
CC
27
Courier Capital
New York
$1.07M -$5.19K -73 -0.5%
SCM
28
SCS Capital Management
Massachusetts
$1.03M +$1.05M +14,798 New
Goldman Sachs
29
Goldman Sachs
New York
$968K +$985K +13,845 New
PSF
30
Pacific Sun Financial
California
$930K -$9.25K -130 -1%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$925K -$37.7K -530 -4%
JWCA
32
J.W. Cole Advisors
Florida
$902K -$13.7K -192 -1%
AC
33
Anson Capital
Georgia
$843K +$2.63K +37 +0.3%
KWM
34
Kaydan Wealth Management
Michigan
$820K +$2.49K +35 +0.3%
WAP
35
Wealthcare Advisory Partners
Pennsylvania
$793K -$10.9K -153 -1%
AAS
36
Ameritas Advisory Services
Nebraska
$786K +$71 +1 +0%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$778K +$253K +3,562 +47%
Bank of America
38
Bank of America
North Carolina
$758K -$87.2K -1,226 -10%
HA
39
Herold Advisors
New York
$757K +$48.7K +685 +7%
QCM
40
Quantinno Capital Management
New York
$741K +$754K +10,600 New
CPA
41
Clear Point Advisors
New York
$682K +$27.5K +387 +4%
CWM
42
Cedar Wealth Management
California
$669K – – –
NA
43
NewEdge Advisors
Louisiana
$613K – – –
Ameriprise
44
Ameriprise
Minnesota
$588K -$17.9K -251 -3%
Osaic Holdings
45
Osaic Holdings
Arizona
$588K -$79.7K -1,121 -12%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$587K +$73.6K +1,035 +14%
Two Sigma Investments
47
Two Sigma Investments
New York
$573K +$583K +8,200 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$563K -$13.7K -193 -2%
VF
49
Virtu Financial
New York
$544K +$61.4K +863 +12%
Stifel Financial
50
Stifel Financial
Missouri
$522K -$69K -970 -12%
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QDEF Hedge Fund Activity: Q1 2025 in Review

88 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in FlexShares Quality Dividend Defensive Index Fund (QDEF) for Q1 2025, worth a combined $317M — up 2.9% from $308M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new QDEF positions and 7 closed out — a net gain of 6 holders — while 25 added to existing stakes and 29 trimmed.

The largest buyer was F.L. Putnam Investment Management, opening a new position worth an estimated $4.93M. The largest seller was Northern Trust, cutting an estimated $3.76M.

  • 88 institutional investors held FlexShares Quality Dividend Defensive Index Fund (QDEF) as of Q1 2025, up from 85 in Q4 2024.
  • Funds reported $317M of FlexShares Quality Dividend Defensive Index Fund stock for Q1 2025, up 2.9% quarter-over-quarter.
  • 13 funds opened new FlexShares Quality Dividend Defensive Index Fund positions in Q1 2025 and 7 closed out, a net change of +6 holders.
  • The largest FlexShares Quality Dividend Defensive Index Fund buyer in Q1 2025 was F.L. Putnam Investment Management, an estimated $4.93M added.
  • The largest FlexShares Quality Dividend Defensive Index Fund seller in Q1 2025 was Northern Trust, an estimated $3.76M sold.

Based on aggregated 13F filings for Q1 2025.