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FlexShares Quality Dividend Defensive Index Fund
QDEF

87 hedge funds and large institutions have $346M invested in FlexShares Quality Dividend Defensive Index Fund in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 26

9% more capital invested

Capital invested by funds: $317M → $346M (+$29.1M)

0.07% more ownership

Funds ownership: 78.54% → 78.61% (+0.07%)

1% less funds holding

Funds holding: 88 → 87 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $52K

Holders
87
Holders Change
-1
Holders Change %
-1.14%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
31
Reduced
26
Closed
6
Calls
–
Puts
$52K
Net Calls
-$52K
Net Calls Change
-$52K

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$10M
2
Bank of America
Bank of America
North Carolina
+$4.19M
3
LPL Financial
LPL Financial
California
+$915K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$595K
5
GBT
Grove Bank & Trust
Florida
+$516K

Top Sellers

Rank Fund Capital Flow
1
RTL
Red Tortoise LLC
Georgia
-$1.72M
2
ARC
Advisor Resource Council
Texas
-$1.63M
3
Citadel Advisors
Citadel Advisors
Florida
-$924K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$778K
5
UBS Group
UBS Group
Switzerland
-$713K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
51
Ameritas Advisory Services
Nebraska
$407K -$400K -5,704 -51%
SWP
52
Stratos Wealth Partners
Ohio
$405K +$86.2K +1,230 +29%
PJSIMP
53
P.J. Schmidt Investment Management (PJS)
Wisconsin
$383K +$363K +5,177 New
KAS
54
Kestra Advisory Services
Texas
$378K +$25.2K +359 +8%
CAM
55
Cresset Asset Management
Illinois
$370K – – –
Jones Financial Companies
56
Jones Financial Companies
Missouri
$338K -$59.1K -843 -16%
WIA
57
World Investment Advisors
California
$333K +$280 +4 +0.1%
WKSWA
58
White Knight Strategic Wealth Advisors
New Jersey
$322K – – –
PFS
59
Prospera Financial Services
Texas
$297K – – –
RTL
60
Red Tortoise LLC
Georgia
$276K -$1.72M -24,570 -87%
RPC
61
Rossmore Private Capital
Connecticut
$267K – – –
RGC
62
Roberts, Glore & Co
Illinois
$259K – – –
CF
63
Centaurus Financial
California
$254K – – –
ZBNA
64
Zions Bancorporation, National Association
Utah
$252K – – –
CIA
65
Concurrent Investment Advisors
Florida
$252K +$1.12K +16 +0.5%
AFO
66
Arrowroot Family Office
California
$252K +$238K +3,397 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$252K +$2.1K +30 +0.9%
IRC
68
Investors Research Corp
Georgia
$228K +$7.64K +109 +4%
SWM
69
Stark Wealth Management
Pennsylvania
$220K – – –
GRP
70
Global Retirement Partners
California
$217K +$205K +2,930 New
Citigroup
71
Citigroup
New York
$216K +$8.76K +125 +4%
HI
72
Harbour Investments
Wisconsin
$211K -$14.8K -211 -7%
NP
73
NorthRock Partners
Minnesota
$206K – – –
GWSG
74
GPS Wealth Strategies Group
Colorado
$172K – – –
US Bancorp
75
US Bancorp
Minnesota
$133K -$173K -2,470 -58%
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3
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QDEF Hedge Fund Activity: Q2 2025 in Review

87 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in FlexShares Quality Dividend Defensive Index Fund (QDEF) for Q2 2025, worth a combined $346M — up 9.2% from $317M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of QDEF and 5 opened new positions — a net loss of 1 holder — while 26 trimmed existing stakes and 31 added.

The largest buyer was Northern Trust, adding an estimated $10M. The largest seller was Red Tortoise LLC, cutting an estimated $1.72M.

  • 87 institutional investors held FlexShares Quality Dividend Defensive Index Fund (QDEF) as of Q2 2025, down from 88 in Q1 2025.
  • Funds reported $346M of FlexShares Quality Dividend Defensive Index Fund stock for Q2 2025, up 9.2% quarter-over-quarter.
  • 5 funds opened new FlexShares Quality Dividend Defensive Index Fund positions in Q2 2025 and 6 closed out, a net change of -1 holder.
  • The largest FlexShares Quality Dividend Defensive Index Fund buyer in Q2 2025 was Northern Trust, an estimated $10M added.
  • The largest FlexShares Quality Dividend Defensive Index Fund seller in Q2 2025 was Red Tortoise LLC, an estimated $1.72M sold.

Based on aggregated 13F filings for Q2 2025.