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FlexShares Quality Dividend Index Fund

147 hedge funds and large institutions have $1.63B invested in FlexShares Quality Dividend Index Fund in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0.25% less ownership

Funds ownership: 82.43%82.18% (-0.25%)

35% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 48

Holders
147
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$913K
Fidelity Investments
52
Fidelity Investments
Massachusetts
$882K
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$815K
PCM
54
Parsons Capital Management
Rhode Island
$792K
CWM
55
Cedar Wealth Management
California
$791K
HFW
56
Horizon Family Wealth
Illinois
$758K
FMI
57
F/M Investments
District of Columbia
$739K
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$718K
PSF
59
Pacific Sun Financial
California
$712K
AA
60
Addison Advisors
Vermont
$712K
KAS
61
Kestra Advisory Services
Texas
$672K
FCM
62
Firestone Capital Management
Florida
$648K
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$643K
MKC
64
M. Kraus & Co
Vermont
$635K
BPA
65
Beacon Pointe Advisors
California
$630K
CCM
66
Charter Capital Management
Wisconsin
$598K
MPIM
67
McGinn Penninger Investment Management
Virginia
$592K
WMA
68
West Michigan Advisors
Michigan
$586K
GWM
69
Geneos Wealth Management
Colorado
$585K
MOS
70
MGO One Seven
Ohio
$562K
Jones Financial Companies
71
Jones Financial Companies
Missouri
$550K
FTUS
72
Flow Traders U.S.
New York
$541K
PFS
73
Prospera Financial Services
Texas
$507K
NA
74
NewEdge Advisors
Louisiana
$500K
LOPW
75
Live Oak Private Wealth
North Carolina
$443K