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FlexShares Quality Dividend Index Fund
QDF

152 hedge funds and large institutions have $1.57B invested in FlexShares Quality Dividend Index Fund in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

9% more capital invested

Capital invested by funds: $1.44B → $1.57B (+$124M)

2% more funds holding

Funds holding: 149 → 152 (+3)

0.77% more ownership

Funds ownership: 82.46% → 83.23% (+0.77%)

3% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 40

Holders
152
Holders Change
+3
Holders Change %
+2.01%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
39
Reduced
40
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TW
Transform Wealth
Colorado
+$13.3M
2
CIAS
CFS Investment Advisory Services
New Jersey
+$7.07M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$6.94M
4
JP Morgan Chase
JP Morgan Chase
New York
+$6.84M
5
BEI
Benjamin Edwards Inc
Missouri
+$5.09M

Top Sellers

Rank Fund Capital Flow
1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$11.2M
2
Northern Trust
Northern Trust
Illinois
-$6.66M
3
Goldman Sachs
Goldman Sachs
New York
-$3.65M
4
Morgan Stanley
Morgan Stanley
New York
-$1.19M
5
BIM
Bridges Investment Management
Nebraska
-$879K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$3.82M -$3.65M -53,126 -50%
MML Investors Services
27
MML Investors Services
Massachusetts
$3.73M +$207K +3,012 +6%
HB
28
Horizon Bancorp
Indiana
$3.72M +$813K +11,825 +29%
CFO
29
CVA Family Office
Colorado
$3.59M -$62.3K -906 -2%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$3.53M +$133K +1,927 +4%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$3.5M +$547K +7,955 +19%
AF
32
Allworth Financial
California
$3M -$58.4K -849 -2%
HIM
33
Hanlon Investment Management
New Jersey
$2.84M -$175K -2,547 -6%
FFA
34
First Foundation Advisors
California
$2.21M – – –
TCOV
35
Trust Company of Vermont
Vermont
$2.16M – – –
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$2.13M -$31.3K -455 -2%
ST
37
Sageworth Trust
Pennsylvania
$2.13M – – –
RJFSA
38
Raymond James Financial Services Advisors
Florida
$1.98M -$92.7K -1,347 -5%
MG
39
Mather Group
Illinois
$1.9M -$252K -3,667 -12%
AC
40
Anson Capital
Georgia
$1.79M +$8.6K +125 +0.5%
GWM
41
Gray Wealth Management
Maine
$1.67M +$4.68K +68 +0.3%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$1.66M +$1.24M +18,039 +351%
BMCM
43
Bryn Mawr Capital Management
Pennsylvania
$1.63M -$3.92K -57 -0.2%
HPC
44
HM Payson & Co
Maine
$1.59M – – –
JWBC
45
John W. Brooker & Co
California
$1.54M +$69 +1 +0%
RTL
46
Red Tortoise LLC
Georgia
$1.31M +$6.05K +88 +0.5%
Two Sigma Investments
47
Two Sigma Investments
New York
$1.27M +$832K +12,100 +216%
CB
48
Commerce Bank
Missouri
$1.26M -$39.8K -578 -3%
STCOSD
49
Sageworth Trust Company of South Dakota
South Dakota
$1.14M – – –
Corient Private Wealth
50
Corient Private Wealth
Florida
$1.12M – – –
1
2
3 4 5

QDF Hedge Fund Activity: Q3 2024 in Review

152 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FlexShares Quality Dividend Index Fund (QDF) for Q3 2024, worth a combined $1.57B — up 8.6% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new QDF positions and 6 closed out — a net gain of 5 holders — while 39 added to existing stakes and 40 trimmed.

The largest buyer was Transform Wealth, adding an estimated $13.3M. The largest seller was TIAA Trust, National Association, cutting an estimated $11.2M.

  • 152 institutional investors held FlexShares Quality Dividend Index Fund (QDF) as of Q3 2024, up from 149 in Q2 2024.
  • Funds reported $1.57B of FlexShares Quality Dividend Index Fund stock for Q3 2024, up 8.6% quarter-over-quarter.
  • 11 funds opened new FlexShares Quality Dividend Index Fund positions in Q3 2024 and 6 closed out, a net change of +5 holders.
  • The largest FlexShares Quality Dividend Index Fund buyer in Q3 2024 was Transform Wealth, an estimated $13.3M added.
  • The largest FlexShares Quality Dividend Index Fund seller in Q3 2024 was TIAA Trust, National Association, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2024.