FlexShares Quality Dividend Index Fund
94 hedge funds and large institutions have $1.03B invested in FlexShares Quality Dividend Index Fund in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 36 reducing their positions, and 25 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 6 → 8 (+2)
0.12% more ownership
Funds ownership: 81.63% → 81.75% (+0.12%)
12% less funds holding
Funds holding: 107 → 94 (-13)
29% less capital invested
Capital invested by funds: $1.46B → $1.03B (-$431M)
36% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 36
44% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 25
Top Buyers
Top Sellers
| 1 |
Northern Trust
Chicago,
Illinois
|
-$42.3M |
| 2 |
APCM
Alaska Permanent Capital Management
Anchorage,
Alaska
|
-$20.1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$19.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$12.6M |
| 5 |
AWA
Alaska Wealth Advisors
Anchorage,
Alaska
|
-$7.31M |
QDF Hedge Fund Activity: Q1 2020 in Review
94 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in FlexShares Quality Dividend Index Fund (QDF) for Q1 2020, worth a combined $1.03B — down 29% from $1.46B a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of QDF and 14 opened new positions — a net loss of 11 holders — while 36 trimmed existing stakes and 23 added.
The largest buyer was Orion Portfolio Solutions, opening a new position worth an estimated $26M. The largest seller was Northern Trust, cutting an estimated $42.3M.
- 94 institutional investors held FlexShares Quality Dividend Index Fund (QDF) as of Q1 2020, down from 107 in Q4 2019.
- Funds reported $1.03B of FlexShares Quality Dividend Index Fund stock for Q1 2020, down 29% quarter-over-quarter.
- 14 funds opened new FlexShares Quality Dividend Index Fund positions in Q1 2020 and 25 closed out, a net change of -11 holders.
- The largest FlexShares Quality Dividend Index Fund buyer in Q1 2020 was Orion Portfolio Solutions, an estimated $26M added.
- The largest FlexShares Quality Dividend Index Fund seller in Q1 2020 was Northern Trust, an estimated $42.3M sold.
Based on aggregated 13F filings for Q1 2020.