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FlexShares Quality Dividend Defensive Index Fund

97 hedge funds and large institutions have $390M invested in FlexShares Quality Dividend Defensive Index Fund in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 35 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 28

3% more capital invested

Capital invested by funds: $378M → $390M (+$11.3M)

0.38% more ownership

Funds ownership: 78.84%79.22% (+0.38%)

0% more funds holding

Funds holding: 9797 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

Holders
97
Holders Change
Holders Change %
0%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
35
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$513K -$30.2K -375 -6%
SWP
52
Stratos Wealth Partners
Ohio
$511K +$83.1K +1,032 +20%
AAS
53
Ameritas Advisory Services
Nebraska
$479K -$186K -2,313 -28%
NGA
54
Naples Global Advisors
Florida
$478K
Jones Financial Companies
55
Jones Financial Companies
Missouri
$468K +$83.3K +1,035 +22%
Osaic Holdings
56
Osaic Holdings
Arizona
$450K -$556K -6,911 -55%
LNB
57
Ledyard National Bank
$449K -$6.68K -83 -1%
KPWS
58
Kestra Private Wealth Services
Texas
$434K -$31K -385 -7%
CAM
59
Cresset Asset Management
Illinois
$404K
PJSIMP
60
P.J. Schmidt Investment Management (PJS)
Wisconsin
$374K -$40.9K -508 -10%
WKSWA
61
White Knight Strategic Wealth Advisors
New Jersey
$352K
RPC
62
Rossmore Private Capital
Connecticut
$332K +$40.2K +500 +14%
PFS
63
Prospera Financial Services
Texas
$325K
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$317K +$108K +1,336 +52%
WIA
65
World Investment Advisors
California
$315K -$8.05K -100 -3%
RTL
66
Red Tortoise LLC
Georgia
$305K +$2.01K +25 +0.7%
RGC
67
Roberts, Glore & Co
Illinois
$283K
CIA
68
Concurrent Investment Advisors
Florida
$279K +$1.77K +22 +0.6%
CF
69
Centaurus Financial
California
$278K
ZBNA
70
Zions Bancorporation, National Association
Utah
$276K
IRC
71
Investors Research Corp
Georgia
$256K -$241 -3 -0.1%
FFA
72
Farther Finance Advisors
California
$251K +$245K +3,046 +6,092%
GRP
73
Global Retirement Partners
California
$247K +$8.29K +103 +4%
PWM
74
Perigon Wealth Management
California
$242K +$240K +2,983 New
SWM
75
Stark Wealth Management
Pennsylvania
$240K

QDEF Hedge Fund Activity: Q4 2025 in Review

97 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in FlexShares Quality Dividend Defensive Index Fund (QDEF) for Q4 2025, worth a combined $390M — up 3% from $378M a quarter earlier.

Fund positioning in QDEF was balanced in Q4 2025: 7 funds opened new positions, 7 closed out, 35 added to existing stakes and 28 trimmed.

The largest buyer was Ameriprise, adding an estimated $3.02M. The largest seller was Virtu Financial, exiting entirely with an estimated $1.66M sold.

  • 97 institutional investors held FlexShares Quality Dividend Defensive Index Fund (QDEF) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $390M of FlexShares Quality Dividend Defensive Index Fund stock for Q4 2025, up 3% quarter-over-quarter.
  • 7 funds opened new FlexShares Quality Dividend Defensive Index Fund positions in Q4 2025 and 7 closed out, a net change of 0 holders.
  • The largest FlexShares Quality Dividend Defensive Index Fund buyer in Q4 2025 was Ameriprise, an estimated $3.02M added.
  • The largest FlexShares Quality Dividend Defensive Index Fund seller in Q4 2025 was Virtu Financial, an estimated $1.66M sold.

Based on aggregated 13F filings for Q4 2025.