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FlexShares Quality Dividend Defensive Index Fund

30 hedge funds and large institutions have $264M invested in FlexShares Quality Dividend Defensive Index Fund in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

15% more funds holding

Funds holding: 2630 (+4)

2% more capital invested

Capital invested by funds: $258M → $264M (+$5.39M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.96% less ownership

Funds ownership: 86.46%83.5% (-3%)

Holders
30
Holders Change
+4
Holders Change %
+15.38%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
11
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$203M +$129K +3,195 +0.1%
3AM
2
3D Asset Management
Connecticut
$28.1M -$69.6K -1,728 -0.2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$8.83M -$1.43M -35,475 -14%
Ameriprise
4
Ameriprise
Minnesota
$4.73M +$315K +7,816 +7%
Jane Street
5
Jane Street
New York
$2.87M +$2.86M +70,906 New
LNB
6
Ledyard National Bank
$2.87M -$101K -2,500 -3%
AI
7
Atria Investments
North Carolina
$2.28M +$162K +4,017 +8%
Bank of America
8
Bank of America
North Carolina
$1.64M -$307K -7,614 -16%
LFAS
9
Level Four Advisory Services
Texas
$1.63M
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$1.53M -$122K -3,019 -7%
LPL Financial
11
LPL Financial
California
$1.27M -$47.8K -1,187 -4%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$992K +$988K +24,510 New
UBS Group
13
UBS Group
Switzerland
$876K +$84.2K +2,089 +11%
Morgan Stanley
14
Morgan Stanley
New York
$646K +$57.9K +1,437 +10%
EA
15
Edge Advisors
Georgia
$637K
SPC
16
Sigma Planning Corp
Michigan
$443K
CC
17
Courier Capital
New York
$284K +$4.03K +100 +1%
SWP
18
Stratos Wealth Partners
Ohio
$279K +$278K +6,889 New
SEI Investments
19
SEI Investments
Pennsylvania
$266K +$265K +6,577 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$263K +$322 +8 +0.1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$245K
AG
22
Advisor Group
Arizona
$134K +$52K +1,290 +64%
PMFA
23
Plante Moran Financial Advisors
Michigan
$50K
WPA
24
West Paces Advisors
Georgia
$40.7K
GAM
25
Gemmer Asset Management
California
$24K

QDEF Hedge Fund Activity: Q2 2017 in Review

30 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in FlexShares Quality Dividend Defensive Index Fund (QDEF) for Q2 2017, worth a combined $264M — up 2.1% from $258M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new QDEF positions and 1 closed out — a net gain of 4 holders — while 11 added to existing stakes and 6 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $2.86M. The largest seller was Envestnet Asset Management, cutting an estimated $1.43M.

  • 30 institutional investors held FlexShares Quality Dividend Defensive Index Fund (QDEF) as of Q2 2017, up from 26 in Q1 2017.
  • Funds reported $264M of FlexShares Quality Dividend Defensive Index Fund stock for Q2 2017, up 2.1% quarter-over-quarter.
  • 5 funds opened new FlexShares Quality Dividend Defensive Index Fund positions in Q2 2017 and 1 closed out, a net change of +4 holders.
  • The largest FlexShares Quality Dividend Defensive Index Fund buyer in Q2 2017 was Jane Street, an estimated $2.86M added.
  • The largest FlexShares Quality Dividend Defensive Index Fund seller in Q2 2017 was Envestnet Asset Management, an estimated $1.43M sold.

Based on aggregated 13F filings for Q2 2017.