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FlexShares Quality Dividend Defensive Index Fund
QDEF

Overview Fund Activity

84 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 7 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 5 closing their positions.

Holders
84
Holders Change
+1
Holders Change %
+1.2%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
27
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$3.5M
2
RSF
2
Rik Saylor Financial
Ohio
$1.44M
3
WKSWA
3
White Knight Strategic Wealth Advisors
New Jersey
$611K
4
UBS Group
4
UBS Group
Switzerland
$1.28M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$2.42M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.28M
2
Northern Trust
2
Northern Trust
Illinois
$231M
3
Citadel Advisors
3
Citadel Advisors
Florida
$613K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$966K
5
PAG
5
Private Advisor Group
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$231M 3,288,298 -11,450 -0.3%
LPL Financial
2
LPL Financial
California
$10.7M 152,403 +1,579 +1%
RW
3
RVW Wealth
California
$6.29M 89,621 -1,891 -2%
SDH
4
Sloy Dahl & Holst
Washington
$4.5M 64,081 +2,407 +4%
Raymond James Financial
5
Raymond James Financial
Florida
$3.5M 49,898 +49,898 New
Morgan Stanley
6
Morgan Stanley
New York
$2.52M 35,822 +1,900 +6%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$2.42M 34,397 +3,732 +12%
MML Investors Services
8
MML Investors Services
Massachusetts
$2.39M 33,998 +342 +1%
Creative Planning
9
Creative Planning
Kansas
$2.11M 30,000 – –
GT
10
Greenleaf Trust
Michigan
$2.07M 29,466 -1,408 -5%
RTL
11
Red Tortoise LLC
Georgia
$1.98M 28,214 +176 +0.6%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.95M 27,825 -708 -2%
LSA
13
L & S Advisors
California
$1.68M 23,976 +43 +0.2%
RSF
14
Rik Saylor Financial
Ohio
$1.44M 20,518 +20,518 New
William Blair & Company
15
William Blair & Company
Illinois
$1.29M 18,364 +86 +0.5%
UBS Group
16
UBS Group
Switzerland
$1.28M 18,261 +4,127 +29%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.28M 18,245 -12,380 -40%
SRA
18
Secured Retirement Advisors
Minnesota
$1.25M 17,771 -1,689 -9%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$1.16M 16,494 +708 +4%
BWA
20
Beam Wealth Advisors
Louisiana
$1.1M 15,711 -746 -5%
RW
21
REDW Wealth
New Mexico
$1.08M 15,365 – –
CC
22
Courier Capital
New York
$1.08M 15,330 -110 -0.7%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$966K 13,759 -8,722 -39%
ECG
24
Edge Capital Group
Georgia
$958K 13,643 – –
PSF
25
Pacific Sun Financial
California
$944K 13,443 -205 -2%
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