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FlexShares Quality Dividend Defensive Index Fund
QDEF

Overview Fund Activity

83 hedge funds and large institutions have $344M invested in FlexShares Quality Dividend Defensive Index Fund in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 29 reducing their positions, and 7 closing their positions.

Holders
83
Holders Change
+5
Holders Change %
+6.41%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
14
Increased
21
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAS
1
Ameritas Advisory Services
Nebraska
$11M
2
GM
2
GeoWealth Management
Illinois
$7.43M
3
ACA
3
Aspire Capital Advisors
Washington
$6.05M
4
ARC
4
Advisor Resource Council
Texas
$1.14M
5
KWM
5
Kaydan Wealth Management
Michigan
$733K

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$201M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.3M
3
RTL
3
Red Tortoise LLC
Georgia
$0
4
RFN
4
RDA Financial Network
Iowa
$739K
5
JWCA
5
J.W. Cole Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MA
51
MONECO Advisors
Connecticut
$466K 8,299 – –
FNBT
52
FineMark National Bank & Trust
Florida
$417K 7,039 +7,039 New
William Blair & Company
53
William Blair & Company
Illinois
$359K 6,061 – –
NFG
54
Next Financial Group
Texas
$337K 5,685 -67 -1%
HA
55
Herold Advisors
New York
$274K 4,640 – –
Wells Fargo
56
Wells Fargo
California
$271K 4,583 -1 -0%
PAG
57
Private Advisor Group
New Jersey
$257K 4,348 -805 -16%
UWM
58
USAdvisors Wealth Management
Minnesota
$224K 3,780 -847 -18%
RPC
59
Rossmore Private Capital
Connecticut
$222K 3,750 -150 -4%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$219K 3,700 – –
HI
61
Harbour Investments
Wisconsin
$214K 3,622 -909 -20%
CSI
62
Cross Staff Investments
New York
$211K 3,570 +3,570 New
APA
63
American Portfolios Advisors
New York
$190K 3,213 – –
US Bancorp
64
US Bancorp
Minnesota
$135K 2,293 – –
BAM
65
Belpointe Asset Management
Nevada
$132K 2,229 +300 +16%
IRC
66
Investors Research Corp
Georgia
$111K 1,877 +428 +30%
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$106K 1,795 – –
LWANC
68
Laurel Wealth Advisors (North Carolina)
North Carolina
$82K 1,377 – –
AWM
69
Avior Wealth Management
Nebraska
$62K 1,052 +1,052 New
CFD
70
Creative Financial Designs
Indiana
$59K 1,000 – –
TCOV
71
Trust Company of Vermont
Vermont
$53K 887 +887 New
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$48K 800 +800 New
CFGS
73
Concourse Financial Group Securities
Alabama
$35K 588 -101 -15%
PA
74
PSI Advisors
Florida
$34K 570 +4 +0.7%
CFFP
75
Center for Financial Planning
Michigan
$30K 500 +500 New
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3
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