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FlexShares Quality Dividend Index Fund
QDF

Overview Fund Activity

130 hedge funds and large institutions have $1.26B invested in FlexShares Quality Dividend Index Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+8
Holders Change %
+6.56%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
36
Reduced
38
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.87M
2
MML Investors Services
MML Investors Services
Massachusetts
+$2.76M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$1.78M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.32M
5
Bank of America
Bank of America
North Carolina
+$839K

Top Sellers

1
Northern Trust
Northern Trust
Illinois
-$24.6M
2
BCI
Brinker Capital Investments
Pennsylvania
-$2.67M
3
OPS
Orion Portfolio Solutions
Nebraska
-$2.67M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.43M
5
Goldman Sachs
Goldman Sachs
New York
-$1.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
26
MGO One Seven
Ohio
$2.95M +$509K +9,126 +21%
Osaic Holdings
27
Osaic Holdings
Arizona
$2.86M +$1.32M +23,640 +86%
CFO
28
CVA Family Office
Colorado
$2.56M -$66.6K -1,194 -3%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$2.48M -$80.5K -1,443 -3%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.01M +$167 +3 +0%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$1.97M +$397K +7,121 +25%
FFA
32
First Foundation Advisors
California
$1.82M – – –
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$1.79M -$1.43M -25,598 -44%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$1.78M +$1.78M +31,989 New
BMCM
35
Bryn Mawr Capital Management
Pennsylvania
$1.69M -$724K -12,980 -30%
TCOV
36
Trust Company of Vermont
Vermont
$1.69M – – –
ST
37
Sageworth Trust
Pennsylvania
$1.65M – – –
MG
38
Mather Group
Illinois
$1.44M +$697K +12,496 +93%
HPC
39
HM Payson & Co
Maine
$1.24M – – –
JWBC
40
John W. Brooker & Co
California
$1.2M +$892 +16 +0.1%
GWM
41
Gray Wealth Management
Maine
$1.17M +$688K +12,328 +144%
AA
42
Addison Advisors
Vermont
$1.05M -$188K -3,374 -15%
STCOSD
43
Sageworth Trust Company of South Dakota
South Dakota
$1.01M -$27.8K -498 -3%
RTL
44
Red Tortoise LLC
Georgia
$996K +$5.02K +90 +0.5%
Corient Private Wealth
45
Corient Private Wealth
Florida
$960K – – –
Citadel Advisors
46
Citadel Advisors
Florida
$915K -$463K -8,296 -34%
BPA
47
Beacon Pointe Advisors
California
$912K -$17.8K -319 -2%
CB
48
Commerce Bank
Missouri
$882K – – –
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$751K -$3.35K -60 -0.4%
HFW
50
Horizon Family Wealth
Illinois
$746K +$3.68K +66 +0.5%
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