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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 %
LWANC
51
Laurel Wealth Advisors (North Carolina)
North Carolina
$50K – – –
PMFA
52
Plante Moran Financial Advisors
Michigan
$45K – – –
Citigroup
53
Citigroup
New York
$38K – – –
Fidelity Investments
54
Fidelity Investments
Massachusetts
$30K -$4.4K -122 -13%
WPA
55
West Paces Advisors
Georgia
$25K – – –
CI
56
CX Institutional
Indiana
$24K – – –
CFGS
57
Concourse Financial Group Securities
Alabama
$23K – – –
WEC
58
Winslow Evans & Crocker
Massachusetts
$20K – – –
GWS
59
Glassman Wealth Services
Virginia
$19K +$147 +4 +0.8%
IRC
60
Investors Research Corp
Georgia
$19K +$19K +517 New
SFG
61
Sowa Financial Group
Rhode Island
$18K +$147 +4 +0.8%
GI
62
Gradient Investments
Minnesota
$12K -$4.44K -118 -27%
Lido Advisors
63
Lido Advisors
California
– -$6.11M -127,848 Closed
NB
64
NBT Bank
New York
– -$3.47M -72,480 Closed
RJFSA
65
Raymond James Financial Services Advisors
Florida
– -$528K -11,055 Closed
LFAS
66
Level Four Advisory Services
Texas
– -$336K -7,054 Closed
TRCT
67
Tower Research Capital (TRC)
New York
– -$323K -6,748 Closed
FBB
68
Fulton Breakefield Broenniman
Maryland
– -$266K -5,570 Closed
SWP
69
Stratos Wealth Partners
Ohio
– -$259K -5,414 Closed
BAM
70
Belpointe Asset Management
Nevada
– -$126K -2,632 Closed
FHA
71
Flagship Harbor Advisors
Massachusetts
– -$74K -1,543 Closed
CFD
72
Creative Financial Designs
Indiana
– -$47K -979 Closed
PA
73
PSI Advisors
Florida
– -$33K -705 Closed
Wells Fargo
74
Wells Fargo
California
– -$14K -288 Closed
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