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FlexShares Quality Dividend Defensive Index Fund
QDEF

88 hedge funds and large institutions have $317M invested in FlexShares Quality Dividend Defensive Index Fund in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

4% more funds holding

Funds holding: 85 → 88 (+3)

1.91% more ownership

Funds ownership: 76.63% → 78.54% (+1.9%)

3% more capital invested

Capital invested by funds: $308M → $317M (+$8.91M)

14% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 29

Holders
88
Holders Change
+3
Holders Change %
+3.53%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
25
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FLPIM
F.L. Putnam Investment Management
Massachusetts
+$4.93M
2
TCBWMS
Texas Capital Bank Wealth Management Services
Texas
+$2.76M
3
FCMA
Foresight Capital Management Advisors
Michigan
+$1.97M
4
ARC
Advisor Resource Council
Texas
+$1.66M
5
WWM
WT Wealth Management
Arizona
+$1.41M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$3.76M
2
SRA
Secured Retirement Advisors
Minnesota
-$1.25M
3
SWM
Stark Wealth Management
Pennsylvania
-$435K
4
WKSWA
White Knight Strategic Wealth Advisors
New Jersey
-$310K
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$250K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWSG
76
GPS Wealth Strategies Group
Colorado
$162K +$63.9K +898 +63%
CTWM
77
Cherry Tree Wealth Management
Minnesota
$78K – – –
LWANC
78
Laurel Wealth Advisors (North Carolina)
North Carolina
$75.3K – – –
CFD
79
Creative Financial Designs
Indiana
$69.9K – – –
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$67.9K -$141K -1,978 -67%
AWM
81
AE Wealth Management
Kansas
$54.2K – – –
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$51.4K – – –
CSC
83
Caldwell Sutter Capital
California
$42.3K – – –
SPIA
84
Steward Partners Investment Advisory
New York
$36.8K +$37.5K +527 New
WSFS
85
Wilmington Savings Fund Society
Delaware
$23K – – –
NWM
86
Nova Wealth Management
Florida
$15.6K +$15.9K +223 New
DFA
87
DHJJ Financial Advisors
Illinois
$280 – – –
Wells Fargo
88
Wells Fargo
California
$63 – – –
SRA
89
Secured Retirement Advisors
Minnesota
– -$1.25M -17,771 Closed
LWM
90
Lionshead Wealth Management
New York
– -$225K -3,200 Closed
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
– -$211K -3,000 Closed
SNB
92
Security National Bank
Nebraska
– -$49.2K -700 Closed
PA
93
PSI Advisors
Florida
– -$42.8K -610 Closed
IA
94
IFP Advisors
Florida
– -$16.5K -235 Closed
CFGS
95
Concourse Financial Group Securities
Alabama
– -$7.16K -100 Closed
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QDEF Hedge Fund Activity: Q1 2025 in Review

88 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in FlexShares Quality Dividend Defensive Index Fund (QDEF) for Q1 2025, worth a combined $317M — up 2.9% from $308M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new QDEF positions and 7 closed out — a net gain of 6 holders — while 25 added to existing stakes and 29 trimmed.

The largest buyer was F.L. Putnam Investment Management, opening a new position worth an estimated $4.93M. The largest seller was Northern Trust, cutting an estimated $3.76M.

  • 88 institutional investors held FlexShares Quality Dividend Defensive Index Fund (QDEF) as of Q1 2025, up from 85 in Q4 2024.
  • Funds reported $317M of FlexShares Quality Dividend Defensive Index Fund stock for Q1 2025, up 2.9% quarter-over-quarter.
  • 13 funds opened new FlexShares Quality Dividend Defensive Index Fund positions in Q1 2025 and 7 closed out, a net change of +6 holders.
  • The largest FlexShares Quality Dividend Defensive Index Fund buyer in Q1 2025 was F.L. Putnam Investment Management, an estimated $4.93M added.
  • The largest FlexShares Quality Dividend Defensive Index Fund seller in Q1 2025 was Northern Trust, an estimated $3.76M sold.

Based on aggregated 13F filings for Q1 2025.