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FlexShares Quality Dividend Index Fund

152 hedge funds and large institutions have $1.45B invested in FlexShares Quality Dividend Index Fund in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 51 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

3% more funds holding

Funds holding: 147152 (+5)

0.33% less ownership

Funds ownership: 83.13%82.79% (-0.33%)

4% less capital invested

Capital invested by funds: $1.51B → $1.45B (-$63M)

39% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 51

Holders
152
Holders Change
+5
Holders Change %
+3.4%
% of All Funds
2.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
31
Reduced
51
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$1.04M -$11.5M -162,571 -91%
VR
52
Valued Retirements
Texas
$1.03M
STCOSD
53
Sageworth Trust Company of South Dakota
South Dakota
$998K -$91.3K -1,289 -8%
Creative Planning
54
Creative Planning
Kansas
$898K +$17.9K +253 +2%
PCM
55
Parsons Capital Management
Rhode Island
$845K -$7.08K -100 -0.8%
ST
56
Sentinel Trust
Texas
$827K -$921 -13 -0.1%
Natixis Advisors
57
Natixis Advisors
Massachusetts
$819K +$849K +11,986 New
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$761K +$310K +4,376 +65%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$753K +$171K +2,417 +28%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$720K -$71.2K -1,006 -9%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$699K -$190K -2,687 -21%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$698K -$299K -4,224 -29%
CWM
63
Cedar Wealth Management
California
$681K
MPIM
64
McGinn Penninger Investment Management
Virginia
$679K +$703K +9,927 New
EWA
65
EP Wealth Advisors
California
$673K -$735K -10,373 -51%
Jane Street
66
Jane Street
New York
$669K +$314K +4,437 +83%
Citadel Advisors
67
Citadel Advisors
Florida
$657K +$680K +9,608 New
AA
68
Addison Advisors
Vermont
$652K
HFW
69
Horizon Family Wealth
Illinois
$646K -$44.5K -629 -6%
Two Sigma Investments
70
Two Sigma Investments
New York
$629K -$1.72M -24,300 -73%
PSF
71
Pacific Sun Financial
California
$622K
FTUS
72
Flow Traders U.S.
New York
$584K +$605K +8,543 New
FCM
73
Firestone Capital Management
Florida
$558K
MKC
74
M. Kraus & Co
Vermont
$547K -$70.8K -1,000 -11%
KAS
75
Kestra Advisory Services
Texas
$523K -$45.7K -645 -8%

QDF Hedge Fund Activity: Q1 2025 in Review

152 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in FlexShares Quality Dividend Index Fund (QDF) for Q1 2025, worth a combined $1.45B — down 4.2% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new QDF positions and 12 closed out — a net gain of 8 holders — while 31 added to existing stakes and 51 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $3.06M. The largest seller was TIAA Trust, National Association, cutting an estimated $11.6M.

  • 152 institutional investors held FlexShares Quality Dividend Index Fund (QDF) as of Q1 2025, up from 147 in Q4 2024.
  • Funds reported $1.45B of FlexShares Quality Dividend Index Fund stock for Q1 2025, down 4.2% quarter-over-quarter.
  • 20 funds opened new FlexShares Quality Dividend Index Fund positions in Q1 2025 and 12 closed out, a net change of +8 holders.
  • The largest FlexShares Quality Dividend Index Fund buyer in Q1 2025 was Bank of New York Mellon, an estimated $3.06M added.
  • The largest FlexShares Quality Dividend Index Fund seller in Q1 2025 was TIAA Trust, National Association, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2025.