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FlexShares Quality Dividend Index Fund
QDF

Overview Fund Activity

149 hedge funds and large institutions have $1.44B invested in FlexShares Quality Dividend Index Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 44 reducing their positions, and 6 closing their positions.

Holders
149
Holders Change
+4
Holders Change %
+2.76%
% of All Funds
2.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
43
Reduced
44
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$7.04M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$4.56M
3
Wells Fargo
3
Wells Fargo
California
$4.07M
4
Goldman Sachs
4
Goldman Sachs
New York
$7.68M
5
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$285M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$811M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.5M
3
BSW
3
Buckingham Strategic Wealth
Missouri
$7.38M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.4M
5
UBS Group
5
UBS Group
Switzerland
$15.2M
Name Market Value Shares Shares
Change 		Shares
Change %
VR
51
Valued Retirements
Texas
$990K 15,028 – –
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$933K 14,123 -83 -0.6%
AA
53
Addison Advisors
Vermont
$927K 14,066 -1,804 -11%
HFW
54
Horizon Family Wealth
Illinois
$891K 13,517 +40 +0.3%
Creative Planning
55
Creative Planning
Kansas
$837K 12,694 -28 -0.2%
ST
56
Sentinel Trust
Texas
$811K 12,301 – –
GWM
57
Geneos Wealth Management
Colorado
$806K 12,230 +11 +0.1%
JPMorgan Chase & Co
58
JPMorgan Chase & Co
New York
$779K 11,822 -1,200 -9%
PCM
59
Parsons Capital Management
Rhode Island
$739K 11,215 +87 +0.8%
CWM
60
Cedar Wealth Management
California
$657K 9,967 +22 +0.2%
PSF
61
Pacific Sun Financial
California
$656K 9,950 – –
AWM
62
Aries Wealth Management
Maine
$642K 9,735 -1,448 -13%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$612K 9,287 +3,957 +74%
MKC
64
M. Kraus & Co
Vermont
$593K 9,000 – –
FCM
65
Firestone Capital Management
Florida
$538K 8,160 – –
WMA
66
West Michigan Advisors
Michigan
$536K 8,126 +13 +0.2%
RJA
67
Raymond James & Associates
Florida
$535K 8,110 +3,352 +70%
FTUS
68
Flow Traders U.S.
New York
$518K 7,864 +1,576 +25%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$426K 6,457 +1 +0%
PFS
70
Prospera Financial Services
Texas
$422K 6,397 -100 -2%
KAS
71
Kestra Advisory Services
Texas
$417K 6,325 +852 +16%
SPA
72
Shore Point Advisors
New Jersey
$404K 6,123 +18 +0.3%
EWA
73
EP Wealth Advisors
California
$395K 6,000 +1,619 +37%
NA
74
NewEdge Advisors
Louisiana
$377K 5,727 – –
CAM
75
Cresset Asset Management
Illinois
$363K 5,500 – –
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3
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