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FlexShares Quality Dividend Defensive Index Fund
QDEF

97 hedge funds and large institutions have $378M invested in FlexShares Quality Dividend Defensive Index Fund in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 27

11% more funds holding

Funds holding: 87 → 97 (+10)

9% more capital invested

Capital invested by funds: $346M → $378M (+$31.9M)

0.22% more ownership

Funds ownership: 78.61% → 78.84% (+0.22%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $56K

Holders
97
Holders Change
+10
Holders Change %
+11.49%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
32
Reduced
27
Closed
–
Calls
–
Puts
$56K
Net Calls
-$56K
Net Calls Change
-$4K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.03M
2
VF
Virtu Financial
New York
+$898K
3
SAM
Smartleaf Asset Management
Massachusetts
+$843K
4
SQA
Simon Quick Advisors
New Jersey
+$762K
5
EH
Equitable Holdings
New York
+$693K

Top Sellers

1
Northern Trust
Northern Trust
Illinois
-$2.44M
2
FLPIM
F.L. Putnam Investment Management
Massachusetts
-$1.88M
3
GT
Greenleaf Trust
Michigan
-$801K
4
UBS Group
UBS Group
Switzerland
-$282K
5
BWA
Beam Wealth Advisors
Louisiana
-$229K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$536K -$75.6K -980 -13%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$477K +$460K +5,958 New
NGA
53
Naples Global Advisors
Florida
$472K – – –
KPWS
54
Kestra Private Wealth Services
Texas
$459K +$77 +1 +0%
TRCT
55
Tower Research Capital (TRC)
New York
$459K +$389K +5,040 +725%
LNB
56
Ledyard National Bank
$450K -$7.49K -97 -2%
SWP
57
Stratos Wealth Partners
Ohio
$422K -$15.4K -200 -4%
PJSIMP
58
P.J. Schmidt Investment Management (PJS)
Wisconsin
$410K -$3.55K -46 -0.9%
KAS
59
Kestra Advisory Services
Texas
$400K -$8.41K -109 -2%
CAM
60
Cresset Asset Management
Illinois
$400K – – –
Jones Financial Companies
61
Jones Financial Companies
Missouri
$377K +$11.6K +150 +3%
WKSWA
62
White Knight Strategic Wealth Advisors
New Jersey
$348K – – –
PFS
63
Prospera Financial Services
Texas
$321K – – –
WIA
64
World Investment Advisors
California
$319K -$38.6K -500 -11%
RTL
65
Red Tortoise LLC
Georgia
$299K +$1.16K +15 +0.4%
RPC
66
Rossmore Private Capital
Connecticut
$288K – – –
RGC
67
Roberts, Glore & Co
Illinois
$280K – – –
CF
68
Centaurus Financial
California
$274K – – –
Fidelity Investments
69
Fidelity Investments
Massachusetts
$274K +$1.93K +25 +0.7%
CIA
70
Concurrent Investment Advisors
Florida
$274K +$1.08K +14 +0.4%
ZBNA
71
Zions Bancorporation, National Association
Utah
$273K – – –
AFO
72
Arrowroot Family Office
California
$269K -$2.86K -37 -1%
IRC
73
Investors Research Corp
Georgia
$253K +$6.87K +89 +3%
SWM
74
Stark Wealth Management
Pennsylvania
$238K – – –
GRP
75
Global Retirement Partners
California
$235K +$926 +12 +0.4%
1 2
3
4

QDEF Hedge Fund Activity: Q3 2025 in Review

97 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in FlexShares Quality Dividend Defensive Index Fund (QDEF) for Q3 2025, worth a combined $378M — up 9.2% from $346M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new QDEF positions and 0 closed out — a net gain of 10 holders — while 32 added to existing stakes and 27 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.03M. The largest seller was Northern Trust, cutting an estimated $2.44M.

  • 97 institutional investors held FlexShares Quality Dividend Defensive Index Fund (QDEF) as of Q3 2025, up from 87 in Q2 2025.
  • Funds reported $378M of FlexShares Quality Dividend Defensive Index Fund stock for Q3 2025, up 9.2% quarter-over-quarter.
  • 10 funds opened new FlexShares Quality Dividend Defensive Index Fund positions in Q3 2025 and 0 closed out, a net change of +10 holders.
  • The largest FlexShares Quality Dividend Defensive Index Fund buyer in Q3 2025 was Morgan Stanley, an estimated $3.03M added.
  • The largest FlexShares Quality Dividend Defensive Index Fund seller in Q3 2025 was Northern Trust, an estimated $2.44M sold.

Based on aggregated 13F filings for Q3 2025.