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FlexShares Quality Dividend Index Fund
QDF

125 hedge funds and large institutions have $1.29B invested in FlexShares Quality Dividend Index Fund in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

38% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 26

2% more funds holding

Funds holding: 122 → 125 (+3)

1.13% more ownership

Funds ownership: 82% → 83.13% (+1.1%)

1% more capital invested

Capital invested by funds: $1.28B → $1.29B (+$10.1M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
125
Holders Change
+3
Holders Change %
+2.46%
% of All Funds
2.19%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
12
Increased
36
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WANY
Wealthspire Advisors (New York)
New York
+$11.1M
2
FTUS
Flow Traders U.S.
New York
+$2.93M
3
KeyBank National Association
KeyBank National Association
Ohio
+$1.84M
4
LPL Financial
LPL Financial
California
+$1.59M
5
TF
TIAA FSB
Florida
+$1.58M

Top Sellers

Rank Fund Capital Flow
1
RWMH
Riverpoint Wealth Management Holdings
Illinois
-$3.07M
2
OCM
One Capital Management
California
-$1.19M
3
OPS
Orion Portfolio Solutions
Nebraska
-$546K
4
BSW
Buckingham Strategic Wealth
Missouri
-$464K
5
AF
Allworth Financial
California
-$231K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
51
Wells Fargo
California
$817K -$8.26K -144 -1%
Creative Planning
52
Creative Planning
Kansas
$786K – – –
Franklin Resources
53
Franklin Resources
California
$768K +$792K +13,803 New
ST
54
Sentinel Trust
Texas
$708K -$2.18K -38 -0.3%
BCI
55
Brinker Capital Investments
Pennsylvania
$670K – – –
PSF
56
Pacific Sun Financial
California
$579K +$596K +10,400 New
CWM
57
Cedar Wealth Management
California
$535K – – –
UCFA
58
United Capital Financial Advisors
Texas
$477K – – –
CCP
59
Cardan Capital Partners
Colorado
$473K – – –
FCM
60
Firestone Capital Management
Florida
$458K – – –
GWM
61
Gray Wealth Management
Maine
$447K +$33.8K +589 +8%
PFS
62
Prospera Financial Services
Texas
$424K -$13.9K -242 -3%
MKC
63
M. Kraus & Co
Vermont
$388K – – –
PCM
64
Parsons Capital Management
Rhode Island
$383K – – –
HIM
65
Hanlon Investment Management
New Jersey
$375K +$154K +2,687 +66%
MFW
66
Meristem Family Wealth
Minnesota
$362K – – –
Cerity Partners
67
Cerity Partners
New York
$352K – – –
NA
68
NewEdge Advisors
Louisiana
$346K +$357K +6,226 New
KAS
69
Kestra Advisory Services
Texas
$335K +$57 +1 +0%
FWCM
70
Ferguson Wellman Capital Management
Oregon
$334K – – –
VAS
71
Vestmark Advisory Solutions
Massachusetts
$329K -$3.67K -64 -1%
MWM
72
Meridian Wealth Management
Kentucky
$326K +$336K +5,867 New
BB
73
Busey Bank
Illinois
$310K -$27.5K -479 -8%
ET
74
Equitable Trust
Tennessee
$306K – – –
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$305K +$103K +1,796 +49%
1 2
3
4 5

QDF Hedge Fund Activity: Q3 2021 in Review

125 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in FlexShares Quality Dividend Index Fund (QDF) for Q3 2021, worth a combined $1.29B — up 0.78% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new QDF positions and 7 closed out — a net gain of 5 holders — while 36 added to existing stakes and 26 trimmed.

The largest buyer was Wealthspire Advisors (New York), opening a new position worth an estimated $11.1M. The largest seller was Riverpoint Wealth Management Holdings, cutting an estimated $3.07M.

  • 125 institutional investors held FlexShares Quality Dividend Index Fund (QDF) as of Q3 2021, up from 122 in Q2 2021.
  • Funds reported $1.29B of FlexShares Quality Dividend Index Fund stock for Q3 2021, up 0.78% quarter-over-quarter.
  • 12 funds opened new FlexShares Quality Dividend Index Fund positions in Q3 2021 and 7 closed out, a net change of +5 holders.
  • The largest FlexShares Quality Dividend Index Fund buyer in Q3 2021 was Wealthspire Advisors (New York), an estimated $11.1M added.
  • The largest FlexShares Quality Dividend Index Fund seller in Q3 2021 was Riverpoint Wealth Management Holdings, an estimated $3.07M sold.

Based on aggregated 13F filings for Q3 2021.