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FlexShares Quality Dividend Defensive Index Fund

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: 8588 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$226M -$3.76M -52,856 -2%
LPL Financial
2
LPL Financial
California
$10.6M -$68.7K -966 -0.6%
RW
3
RVW Wealth
California
$6.15M -$114K -1,607 -2%
FLPIM
4
F.L. Putnam Investment Management
Massachusetts
$4.84M +$4.93M +69,240 New
SDH
5
Sloy Dahl & Holst
Washington
$4.64M +$162K +2,279 +4%
Raymond James Financial
6
Raymond James Financial
Florida
$3.59M +$103K +1,445 +3%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$2.88M +$482K +6,778 +20%
TCBWMS
8
Texas Capital Bank Wealth Management Services
Texas
$2.71M +$2.76M +38,732 New
MML Investors Services
9
MML Investors Services
Massachusetts
$2.49M +$113K +1,590 +5%
Morgan Stanley
10
Morgan Stanley
New York
$2.28M -$224K -3,146 -9%
Creative Planning
11
Creative Planning
Kansas
$2.1M
RTL
12
Red Tortoise LLC
Georgia
$1.98M +$6.05K +85 +0.3%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.97M +$26.5K +372 +1%
FCMA
14
Foresight Capital Management Advisors
Michigan
$1.94M +$1.97M +27,752 New
GT
15
Greenleaf Trust
Michigan
$1.93M -$128K -1,800 -6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.7M +$429K +6,034 +33%
ARC
17
Advisor Resource Council
Texas
$1.63M +$1.66M +23,318 New
LSA
18
L & S Advisors
California
$1.54M -$139K -1,953 -8%
UBS Group
19
UBS Group
Switzerland
$1.46M +$183K +2,566 +14%
RSF
20
Rik Saylor Financial
Ohio
$1.42M -$12.8K -180 -0.9%
WWM
21
WT Wealth Management
Arizona
$1.38M +$1.41M +19,796 New
Citadel Advisors
22
Citadel Advisors
Florida
$1.32M +$720K +10,125 +116%
William Blair & Company
23
William Blair & Company
Illinois
$1.25M -$31.7K -445 -2%
JP Morgan Chase
24
JP Morgan Chase
New York
$1.11M -$43.8K -616 -4%
BWA
25
Beam Wealth Advisors
Louisiana
$1.08M -$17.3K -243 -2%

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.