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FlexShares Quality Dividend Index Fund

130 hedge funds and large institutions have $1.26B invested in FlexShares Quality Dividend Index Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+8
Holders Change %
+6.56%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
36
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$702K +$2.51K +45 +0.4%
GWM
52
Geneos Wealth Management
Colorado
$700K +$2.79K +50 +0.4%
ST
53
Sentinel Trust
Texas
$686K -$5.58K -100 -0.8%
AWM
54
Aries Wealth Management
Maine
$667K -$74.5K -1,310 -10%
AC
55
Anson Capital
Georgia
$656K -$136K -2,433 -17%
EFMC
56
Empire Financial Management Company
New York
$654K +$7.87K +141 +1%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$612K -$9K -153 -1%
PCM
58
Parsons Capital Management
Rhode Island
$593K +$5.58K +100 +1%
HW
59
Hancock Whitney
Mississippi
$586K +$586K +10,500 New
PSF
60
Pacific Sun Financial
California
$569K
CWM
61
Cedar Wealth Management
California
$552K +$2.06K +37 +0.4%
MKC
62
M. Kraus & Co
Vermont
$502K
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$457K +$97.6K +1,750 +27%
FCM
64
Firestone Capital Management
Florida
$455K
WMA
65
West Michigan Advisors
Michigan
$452K -$6.42K -115 -1%
GT
66
Greenleaf Trust
Michigan
$406K +$174K +3,127 +75%
NA
67
NewEdge Advisors
Louisiana
$382K +$144K +2,577 +60%
PFS
68
Prospera Financial Services
Texas
$364K -$30.6K -549 -8%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$360K +$56 +1 +0%
Envestnet Portfolio Solutions
70
Envestnet Portfolio Solutions
Illinois
$347K +$347K +6,225 New
SPA
71
Shore Point Advisors
New Jersey
$338K +$1.73K +31 +0.5%
ET
72
Equitable Trust
Tennessee
$307K
CAM
73
Cresset Asset Management
Illinois
$307K
KAS
74
Kestra Advisory Services
Texas
$298K +$22.4K +401 +8%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$288K -$2.9K -52 -1%