FlexShares Quality Dividend Index Fund
113 hedge funds and large institutions have $1.14B invested in FlexShares Quality Dividend Index Fund in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 14 closing their positions.
0.04% less ownership
Funds ownership: 82.07% → 82.03% (-0.04%)
3% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 35
7% less funds holding
Funds holding: 122 → 113 (-9)
8% less capital invested
Capital invested by funds: $1.24B → $1.14B (-$98.8M)
57% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 14
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$17.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.14M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$876K |
| 4 |
LFA
Landmark Financial Advisors
Bowling Green,
Kentucky
|
+$728K |
| 5 |
LPL Financial
San Diego,
California
|
+$440K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
-$17.4M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2M |
| 3 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$1.91M |
| 4 |
SAM
Stringer Asset Management
Memphis,
Tennessee
|
-$1.28M |
| 5 |
AIA
Angeles Investment Advisors
Santa Monica,
California
|
-$1.25M |
QDF Hedge Fund Activity: Q3 2022 in Review
113 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in FlexShares Quality Dividend Index Fund (QDF) for Q3 2022, worth a combined $1.14B — down 8% from $1.24B a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of QDF and 6 opened new positions — a net loss of 8 holders — while 35 trimmed existing stakes and 34 added.
The largest buyer was Northern Trust, adding an estimated $17.2M. The largest seller was Transform Wealth, cutting an estimated $17.4M.
- 113 institutional investors held FlexShares Quality Dividend Index Fund (QDF) as of Q3 2022, down from 122 in Q2 2022.
- Funds reported $1.14B of FlexShares Quality Dividend Index Fund stock for Q3 2022, down 8% quarter-over-quarter.
- 6 funds opened new FlexShares Quality Dividend Index Fund positions in Q3 2022 and 14 closed out, a net change of -8 holders.
- The largest FlexShares Quality Dividend Index Fund buyer in Q3 2022 was Northern Trust, an estimated $17.2M added.
- The largest FlexShares Quality Dividend Index Fund seller in Q3 2022 was Transform Wealth, an estimated $17.4M sold.
Based on aggregated 13F filings for Q3 2022.