FlexShares Quality Dividend Defensive Index Fund
QDEF
73 hedge funds and large institutions have $352M invested in FlexShares Quality Dividend Defensive Index Fund in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 19 reducing their positions, and 7 closing their positions.
68% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 19
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
2.69% more ownership
Funds ownership: 70.14% → 72.83% (+2.7%)
1% more funds holding
Funds holding: 72 → 73 (+1)
4% more capital invested
Capital invested by funds: $337M → $352M (+$14.8M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$4.71M |
| 2 |
HWA
Heritage Way Advisors
Rockford,
Illinois
|
+$2.36M |
| 3 |
Bank of New York Mellon
New York
|
+$1.01M |
| 4 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$933K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$849K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
-$6.88M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$6.23M |
| 3 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
-$2.43M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$1.87M |
| 5 |
3LCM
3D/L Capital Management
Hartford,
Connecticut
|
-$1.44M |
QDEF Hedge Fund Activity: Q2 2021 in Review
73 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in FlexShares Quality Dividend Defensive Index Fund (QDEF) for Q2 2021, worth a combined $352M — up 4.4% from $337M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new QDEF positions and 7 closed out — a net gain of 1 holder — while 32 added to existing stakes and 19 trimmed.
The largest buyer was Ameritas Investment Company, adding an estimated $4.71M. The largest seller was USAdvisors Wealth Management, cutting an estimated $6.88M.
- 73 institutional investors held FlexShares Quality Dividend Defensive Index Fund (QDEF) as of Q2 2021, up from 72 in Q1 2021.
- Funds reported $352M of FlexShares Quality Dividend Defensive Index Fund stock for Q2 2021, up 4.4% quarter-over-quarter.
- 8 funds opened new FlexShares Quality Dividend Defensive Index Fund positions in Q2 2021 and 7 closed out, a net change of +1 holder.
- The largest FlexShares Quality Dividend Defensive Index Fund buyer in Q2 2021 was Ameritas Investment Company, an estimated $4.71M added.
- The largest FlexShares Quality Dividend Defensive Index Fund seller in Q2 2021 was USAdvisors Wealth Management, an estimated $6.88M sold.
Based on aggregated 13F filings for Q2 2021.