FlexShares Quality Dividend Defensive Index Fund
QDEF
80 hedge funds and large institutions have $269M invested in FlexShares Quality Dividend Defensive Index Fund in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 27 reducing their positions, and 1 closing their positions.
1,000% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 1
13% more funds holding
Funds holding: 71 → 80 (+9)
9% more capital invested
Capital invested by funds: $248M → $269M (+$21.4M)
1.3% more ownership
Funds ownership: 77.16% → 78.46% (+1.3%)
26% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.64M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$1.18M |
| 3 |
ARC
Advisor Resource Council
Dallas,
Texas
|
+$1.05M |
| 4 |
GT
Greenleaf Trust
Kalamazoo,
Michigan
|
+$674K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$591K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$3M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.21M |
| 3 |
RW
RVW Wealth
Los Angeles,
California
|
-$1.09M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$782K |
| 5 |
RW
REDW Wealth
Albuquerque,
New Mexico
|
-$742K |
QDEF Hedge Fund Activity: Q4 2023 in Review
80 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FlexShares Quality Dividend Defensive Index Fund (QDEF) for Q4 2023, worth a combined $269M — up 8.6% from $248M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new QDEF positions and 1 closed out — a net gain of 10 holders — while 20 added to existing stakes and 27 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.64M. The largest seller was Northern Trust, cutting an estimated $3M.
- 80 institutional investors held FlexShares Quality Dividend Defensive Index Fund (QDEF) as of Q4 2023, up from 71 in Q3 2023.
- Funds reported $269M of FlexShares Quality Dividend Defensive Index Fund stock for Q4 2023, up 8.6% quarter-over-quarter.
- 11 funds opened new FlexShares Quality Dividend Defensive Index Fund positions in Q4 2023 and 1 closed out, a net change of +10 holders.
- The largest FlexShares Quality Dividend Defensive Index Fund buyer in Q4 2023 was Morgan Stanley, an estimated $2.64M added.
- The largest FlexShares Quality Dividend Defensive Index Fund seller in Q4 2023 was Northern Trust, an estimated $3M sold.
Based on aggregated 13F filings for Q4 2023.