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FlexShares Quality Dividend Index Fund

159 hedge funds and large institutions have $1.68B invested in FlexShares Quality Dividend Index Fund in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

8% more funds holding

Funds holding: 147159 (+12)

3% more capital invested

Capital invested by funds: $1.63B → $1.68B (+$53.9M)

0.75% more ownership

Funds ownership: 82.18%82.93% (+0.75%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 45

Holders
159
Holders Change
+12
Holders Change %
+8.16%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
41
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
STCOSD
51
Sageworth Trust Company of South Dakota
South Dakota
$1.18M
Bessemer Group
52
Bessemer Group
New Jersey
$1.17M +$1.16M +14,486 New
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$1.11M +$36.9K +460 +3%
ST
54
Sentinel Trust
Texas
$970K -$3.45K -43 -0.4%
VCP
55
Vista Capital Partners
Oregon
$950K
Fidelity Investments
56
Fidelity Investments
Massachusetts
$859K -$38.1K -475 -4%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$815K -$15.2K -189 -2%
CWM
58
Cedar Wealth Management
California
$805K
PCM
59
Parsons Capital Management
Rhode Island
$793K -$12.8K -160 -2%
HFW
60
Horizon Family Wealth
Illinois
$775K +$4.41K +55 +0.6%
KAS
61
Kestra Advisory Services
Texas
$749K +$64.6K +806 +10%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$737K -$191K -2,378 -21%
AA
63
Addison Advisors
Vermont
$718K -$6.65K -83 -0.9%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$680K +$25.6K +319 +4%
FCM
65
Firestone Capital Management
Florida
$659K
MCM
66
MAI Capital Management
Ohio
$652K +$471K +5,874 +267%
MKC
67
M. Kraus & Co
Vermont
$646K
Jones Financial Companies
68
Jones Financial Companies
Missouri
$642K +$79K +985 +14%
MPIM
69
McGinn Penninger Investment Management
Virginia
$627K +$24.1K +301 +4%
GRP
70
Global Retirement Partners
California
$627K +$612K +7,637 +6,260%
PSF
71
Pacific Sun Financial
California
$625K -$99K -1,235 -14%
FMI
72
F/M Investments
District of Columbia
$618K -$134K -1,673 -18%
CCM
73
Charter Capital Management
Wisconsin
$609K
GWM
74
Geneos Wealth Management
Colorado
$596K
BPA
75
Beacon Pointe Advisors
California
$592K -$48.9K -610 -8%