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FlexShares Quality Dividend Defensive Index Fund
QDEF

83 hedge funds and large institutions have $314M invested in FlexShares Quality Dividend Defensive Index Fund in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

11% more capital invested

Capital invested by funds: $284M → $314M (+$30.4M)

11% more funds holding

Funds holding: 75 → 83 (+8)

8% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 24

0.05% more ownership

Funds ownership: 76.7% → 76.75% (+0.05%)

Holders
83
Holders Change
+8
Holders Change %
+10.67%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
26
Reduced
24
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$2.1M
2
JP Morgan Chase
JP Morgan Chase
New York
+$1.08M
3
Citadel Advisors
Citadel Advisors
Florida
+$855K
4
VF
Virtu Financial
New York
+$451K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$424K

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$624K
2
Morgan Stanley
Morgan Stanley
New York
-$528K
3
Wells Fargo
Wells Fargo
California
-$525K
4
Franklin Resources
Franklin Resources
California
-$223K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$209K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$236M +$230K +3,368 +0.1%
LPL Financial
2
LPL Financial
California
$10.8M -$89.5K -1,309 -0.9%
RW
3
RVW Wealth
California
$6.54M -$105K -1,534 -2%
SDH
4
Sloy Dahl & Holst
Washington
$4.41M +$201K +2,941 +5%
RJA
5
Raymond James & Associates
Florida
$3.43M +$367K +5,372 +13%
Morgan Stanley
6
Morgan Stanley
New York
$2.43M -$528K -7,726 -19%
MML Investors Services
7
MML Investors Services
Massachusetts
$2.41M +$253K +3,705 +12%
GT
8
Greenleaf Trust
Michigan
$2.21M -$37.2K -544 -2%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$2.19M +$2.1M +30,665 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.19M -$624K -9,127 -23%
Creative Planning
11
Creative Planning
Kansas
$2.15M – – –
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$2.04M -$209K -3,060 -10%
RTL
13
Red Tortoise LLC
Georgia
$2.01M +$8.82K +129 +0.5%
LSA
14
L & S Advisors
California
$1.71M -$80.8K -1,182 -5%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.61M +$18.6K +272 +1%
Citadel Advisors
16
Citadel Advisors
Florida
$1.44M +$855K +12,506 +163%
SRA
17
Secured Retirement Advisors
Minnesota
$1.39M +$7.66K +112 +0.6%
William Blair & Company
18
William Blair & Company
Illinois
$1.31M +$4.37K +64 +0.4%
BWA
19
Beam Wealth Advisors
Louisiana
$1.18M -$30K -439 -3%
JP Morgan Chase
20
JP Morgan Chase
New York
$1.13M +$1.08M +15,786 New
CC
21
Courier Capital
New York
$1.1M -$42.3K -619 -4%
RW
22
REDW Wealth
New Mexico
$1.1M +$1.44K +21 +0.1%
UBS Group
23
UBS Group
Switzerland
$1.01M +$183K +2,677 +23%
PSF
24
Pacific Sun Financial
California
$976K -$4.1K -60 -0.4%
ECG
25
Edge Capital Group
Georgia
$976K – – –
1
2 3 4

QDEF Hedge Fund Activity: Q3 2024 in Review

83 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FlexShares Quality Dividend Defensive Index Fund (QDEF) for Q3 2024, worth a combined $314M — up 11% from $284M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new QDEF positions and 2 closed out — a net gain of 8 holders — while 26 added to existing stakes and 24 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, opening a new position worth an estimated $2.1M. The largest seller was Royal Bank of Canada, cutting an estimated $624K.

  • 83 institutional investors held FlexShares Quality Dividend Defensive Index Fund (QDEF) as of Q3 2024, up from 75 in Q2 2024.
  • Funds reported $314M of FlexShares Quality Dividend Defensive Index Fund stock for Q3 2024, up 11% quarter-over-quarter.
  • 10 funds opened new FlexShares Quality Dividend Defensive Index Fund positions in Q3 2024 and 2 closed out, a net change of +8 holders.
  • The largest FlexShares Quality Dividend Defensive Index Fund buyer in Q3 2024 was Northwestern Mutual Wealth Management, an estimated $2.1M added.
  • The largest FlexShares Quality Dividend Defensive Index Fund seller in Q3 2024 was Royal Bank of Canada, an estimated $624K sold.

Based on aggregated 13F filings for Q3 2024.