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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
MA
51
MONECO Advisors
Connecticut
$489K – – –
KPWS
52
Kestra Private Wealth Services
Texas
$452K -$15.6K -219 -3%
NGA
53
Naples Global Advisors
Florida
$413K – – –
LNB
54
Ledyard National Bank
$400K -$24.9K -350 -6%
TRCT
55
Tower Research Capital (TRC)
New York
$394K +$187K +2,624 +87%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$377K +$121K +1,696 +45%
CAM
57
Cresset Asset Management
Illinois
$349K +$355K +4,996 New
KAS
58
Kestra Advisory Services
Texas
$332K +$46.7K +656 +16%
WIA
59
World Investment Advisors
California
$314K -$14.1K -198 -4%
WKSWA
60
White Knight Strategic Wealth Advisors
New Jersey
$304K -$310K -4,351 -50%
US Bancorp
61
US Bancorp
Minnesota
$298K +$154K +2,158 +102%
SWP
62
Stratos Wealth Partners
Ohio
$297K +$44.8K +630 +17%
PFS
63
Prospera Financial Services
Texas
$280K – – –
RPC
64
Rossmore Private Capital
Connecticut
$252K – – –
RGC
65
Roberts, Glore & Co
Illinois
$245K – – –
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$244K -$250K -3,514 -51%
CF
67
Centaurus Financial
California
$240K -$7.4K -104 -3%
ZBNA
68
Zions Bancorporation, National Association
Utah
$238K +$242K +3,409 New
CIA
69
Concurrent Investment Advisors
Florida
$237K +$711 +10 +0.3%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$235K -$63.7K -896 -21%
HI
71
Harbour Investments
Wisconsin
$214K – – –
SWM
72
Stark Wealth Management
Pennsylvania
$208K -$435K -6,110 -67%
IRC
73
Investors Research Corp
Georgia
$207K +$640 +9 +0.3%
Citigroup
74
Citigroup
New York
$195K – – –
NP
75
NorthRock Partners
Minnesota
$194K – – –
1 2
3
4

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.