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FlexShares Quality Dividend Index Fund

159 hedge funds and large institutions have $1.68B invested in FlexShares Quality Dividend Index Fund in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 45

Holders
159
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
STCOSD
51
Sageworth Trust Company of South Dakota
South Dakota
$1.18M
Bessemer Group
52
Bessemer Group
New Jersey
$1.17M
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$1.11M
ST
54
Sentinel Trust
Texas
$970K
VCP
55
Vista Capital Partners
Oregon
$950K
Fidelity Investments
56
Fidelity Investments
Massachusetts
$859K
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$815K
CWM
58
Cedar Wealth Management
California
$805K
PCM
59
Parsons Capital Management
Rhode Island
$793K
HFW
60
Horizon Family Wealth
Illinois
$775K
KAS
61
Kestra Advisory Services
Texas
$749K
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$737K
AA
63
Addison Advisors
Vermont
$718K
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$680K
FCM
65
Firestone Capital Management
Florida
$659K
MCM
66
MAI Capital Management
Ohio
$652K
MKC
67
M. Kraus & Co
Vermont
$646K
Jones Financial Companies
68
Jones Financial Companies
Missouri
$642K
MPIM
69
McGinn Penninger Investment Management
Virginia
$627K
GRP
70
Global Retirement Partners
California
$627K
PSF
71
Pacific Sun Financial
California
$625K
FMI
72
F/M Investments
District of Columbia
$618K
CCM
73
Charter Capital Management
Wisconsin
$609K
GWM
74
Geneos Wealth Management
Colorado
$596K
BPA
75
Beacon Pointe Advisors
California
$592K