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FlexShares Quality Dividend Index Fund

152 hedge funds and large institutions have $1.45B invested in FlexShares Quality Dividend Index Fund in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

3% more funds holding

Funds holding: 147152 (+5)

0.33% less ownership

Funds ownership: 83.13%82.79% (-0.33%)

4% less capital invested

Capital invested by funds: $1.51B → $1.45B (-$63M)

39% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 51

Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
2.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
31
Reduced
51
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TW
26
Transform Wealth
Colorado
$4.18M -$487K -6,872 -10%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$3.19M -$24.9K -352 -0.7%
CFO
28
CVA Family Office
Colorado
$3.01M -$368K -5,190 -11%
HB
29
Horizon Bancorp
Indiana
$2.65M -$981K -13,853 -26%
AF
30
Allworth Financial
California
$2.52M -$99.7K -1,408 -4%
HIM
31
Hanlon Investment Management
New Jersey
$2.49M -$226K -3,193 -8%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$2.33M -$89.5K -1,264 -4%
Raymond James Financial
33
Raymond James Financial
Florida
$2.21M -$4.96K -70 -0.2%
FFA
34
First Foundation Advisors
California
$2.11M
TCOV
35
Trust Company of Vermont
Vermont
$2.06M
ST
36
Sageworth Trust
Pennsylvania
$2.03M
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$2M -$5.52K -78 -0.3%
AC
38
Anson Capital
Georgia
$1.69M -$1.84K -26 -0.1%
MG
39
Mather Group
Illinois
$1.62M -$166K -2,347 -9%
HPC
40
HM Payson & Co
Maine
$1.52M
BMCM
41
Bryn Mawr Capital Management
Pennsylvania
$1.46M
JWBC
42
John W. Brooker & Co
California
$1.31M -$171K -2,418 -11%
GS
43
GWN Securities
Florida
$1.27M +$1.29M +18,233 New
RTL
44
Red Tortoise LLC
Georgia
$1.26M +$3.47K +49 +0.3%
CB
45
Commerce Bank
Missouri
$1.2M
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$1.18M +$596K +8,412 +96%
FMI
47
F/M Investments
District of Columbia
$1.14M
Corient Private Wealth
48
Corient Private Wealth
Florida
$1.11M +$44.5K +628 +4%
BPA
49
Beacon Pointe Advisors
California
$1.04M -$1.7K -24 -0.2%
GWM
50
Geneos Wealth Management
Colorado
$1.04M +$263K +3,708 +32%

QDF Hedge Fund Activity: Q1 2025 in Review

152 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in FlexShares Quality Dividend Index Fund (QDF) for Q1 2025, worth a combined $1.45B — down 4.2% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new QDF positions and 12 closed out — a net gain of 8 holders — while 31 added to existing stakes and 51 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $3.06M. The largest seller was TIAA Trust, National Association, cutting an estimated $11.6M.

  • 152 institutional investors held FlexShares Quality Dividend Index Fund (QDF) as of Q1 2025, up from 147 in Q4 2024.
  • Funds reported $1.45B of FlexShares Quality Dividend Index Fund stock for Q1 2025, down 4.2% quarter-over-quarter.
  • 20 funds opened new FlexShares Quality Dividend Index Fund positions in Q1 2025 and 12 closed out, a net change of +8 holders.
  • The largest FlexShares Quality Dividend Index Fund buyer in Q1 2025 was Bank of New York Mellon, an estimated $3.06M added.
  • The largest FlexShares Quality Dividend Index Fund seller in Q1 2025 was TIAA Trust, National Association, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2025.