FlexShares Quality Dividend Defensive Index Fund
QDEF
85 hedge funds and large institutions have $308M invested in FlexShares Quality Dividend Defensive Index Fund in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
2% more funds holding
Funds holding: 83 → 85 (+2)
4% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 26
0.12% less ownership
Funds ownership: 76.75% → 76.63% (-0.12%)
2% less capital invested
Capital invested by funds: $314M → $308M (-$6.13M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WKSWA
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
+$313K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$297K |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$269K |
| 4 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$243K |
| 5 |
SDH
Sloy Dahl & Holst
Vancouver,
Washington
|
+$173K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$891K |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$824K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$824K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$628K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$242K |
QDEF Hedge Fund Activity: Q4 2024 in Review
85 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FlexShares Quality Dividend Defensive Index Fund (QDEF) for Q4 2024, worth a combined $308M — down 1.9% from $314M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new QDEF positions and 5 closed out — a net gain of 3 holders — while 27 added to existing stakes and 26 trimmed.
The largest buyer was White Knight Strategic Wealth Advisors, adding an estimated $313K. The largest seller was Royal Bank of Canada, cutting an estimated $891K.
- 85 institutional investors held FlexShares Quality Dividend Defensive Index Fund (QDEF) as of Q4 2024, up from 83 in Q3 2024.
- Funds reported $308M of FlexShares Quality Dividend Defensive Index Fund stock for Q4 2024, down 1.9% quarter-over-quarter.
- 8 funds opened new FlexShares Quality Dividend Defensive Index Fund positions in Q4 2024 and 5 closed out, a net change of +3 holders.
- The largest FlexShares Quality Dividend Defensive Index Fund buyer in Q4 2024 was White Knight Strategic Wealth Advisors, an estimated $313K added.
- The largest FlexShares Quality Dividend Defensive Index Fund seller in Q4 2024 was Royal Bank of Canada, an estimated $891K sold.
Based on aggregated 13F filings for Q4 2024.