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FlexShares Quality Dividend Defensive Index Fund
QDEF

Overview Fund Activity

80 hedge funds and large institutions have $269M invested in FlexShares Quality Dividend Defensive Index Fund in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 27 reducing their positions, and 1 closing their positions.

Holders
80
Holders Change
+9
Holders Change %
+12.68%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
20
Reduced
27
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$5.57M
2
Franklin Resources
2
Franklin Resources
California
$1.24M
3
SRA
3
Secured Retirement Advisors
Minnesota
$1.21M
4
ARC
4
Advisor Resource Council
Texas
$1.11M
5
GT
5
Greenleaf Trust
Michigan
$1.86M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$199M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.58M
3
RW
3
RVW Wealth
California
$7.69M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$466K
5
RW
5
REDW Wealth
New Mexico
$906K
Name Market Value Shares Shares
Change 		Shares
Change %
CF
51
Centaurus Financial
California
$332K 5,618 +938 +20%
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$310K 5,250 – –
CPA
53
Clear Point Advisors
New York
$300K 3,901 +3,901 New
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$292K 4,950 – –
TRCT
55
Tower Research Capital (TRC)
New York
$250K 4,235 -2,646 -38%
IRC
56
Investors Research Corp
Georgia
$234K 3,955 -316 -7%
PAG
57
Private Advisor Group
New Jersey
$230K 3,887 +3,887 New
RPC
58
Rossmore Private Capital
Connecticut
$221K 3,750 – –
RGC
59
Roberts, Glore & Co
Illinois
$207K 3,500 +3,500 New
HI
60
Harbour Investments
Wisconsin
$206K 3,485 – –
ZB
61
Zions Bancorporation
Utah
$201K 3,409 – –
NP
62
NorthRock Partners
Minnesota
$164K 2,779 +2,779 New
Fidelity Investments
63
Fidelity Investments
Massachusetts
$129K 2,180 +1,020 +88%
US Bancorp
64
US Bancorp
Minnesota
$124K 2,100 – –
Citigroup
65
Citigroup
New York
$120K 2,038 +500 +33%
CTWM
66
Cherry Tree Wealth Management
Minnesota
$99.3K 1,682 – –
LWANC
67
Laurel Wealth Advisors (North Carolina)
North Carolina
$81.3K 1,377 – –
CFD
68
Creative Financial Designs
Indiana
$59.1K 1,000 – –
First Manhattan
69
First Manhattan
New York
$48.5K 811 +403 +99%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$48K 811 – –
CSC
71
Caldwell Sutter Capital
California
$35.7K 605 – –
PA
72
PSI Advisors
Florida
$35.3K 598 +5 +0.8%
GWS
73
Glassman Wealth Services
Virginia
$31.6K 534 – –
T
74
Tidemark
California
$19.1K 323 +323 New
Wells Fargo
75
Wells Fargo
California
$18.6K 315 +315 New
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