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FlexShares Quality Dividend Defensive Index Fund
QDEF

Overview Fund Activity

64 hedge funds and large institutions have $300M invested in FlexShares Quality Dividend Defensive Index Fund in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
25
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FTUS
1
Flow Traders U.S.
New York
$1.71M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.14M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.78M
4
TRCT
4
Tower Research Capital (TRC)
New York
$886K
5
RW
5
REDW Wealth
New Mexico
$862K

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$184M
2
3AM
2
3D Asset Management
Connecticut
$32.3M
3
MWM
3
Merriman Wealth Management
Washington
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$2.98M
5
Ameriprise
5
Ameriprise
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
51
Laurel Wealth Advisors (North Carolina)
North Carolina
$58K – – –
PMFA
52
Plante Moran Financial Advisors
Michigan
$52K – – –
Citigroup
53
Citigroup
New York
$44K – – –
IRC
54
Investors Research Corp
Georgia
$37K +$15.3K +365 +71%
PFGIA
55
Patriot Financial Group Insurance Agency
Massachusetts
$36K +$36K +864 New
WPA
56
West Paces Advisors
Georgia
$28.7K – – –
CFGS
57
Concourse Financial Group Securities
Alabama
$27K – – –
GWS
58
Glassman Wealth Services
Virginia
$22K +$169 +4 +0.8%
WEC
59
Winslow Evans & Crocker
Massachusetts
$21K – – –
SFG
60
Sowa Financial Group
Rhode Island
$21K +$170 +4 +0.8%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$15K -$19.5K -470 -57%
RCA
62
Ranch Capital Advisors
Florida
$14K +$14K +322 New
GI
63
Gradient Investments
Minnesota
$13K +$41 +1 +0.3%
SCA
64
Stonebridge Capital Advisors
Minnesota
$2K +$2K +48 New
MWM
65
Merriman Wealth Management
Washington
– -$978K -26,871 Closed
Ameriprise
66
Ameriprise
Minnesota
– -$590K -16,206 Closed
HC
67
HNP Capital
New York
– -$580K -15,095 Closed
Creative Planning
68
Creative Planning
Kansas
– -$200K -5,500 Closed
CAN
69
Claraphi Advisory Network
United States
– -$147K -4,050 Closed
SWM
70
Sugarloaf Wealth Management
Georgia
– -$71K -1,955 Closed
CI
71
CX Institutional
Indiana
– -$24K -650 Closed
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