FlexShares Quality Dividend Index Fund
QDF
139 hedge funds and large institutions have $1.43B invested in FlexShares Quality Dividend Index Fund in 2021 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 32 reducing their positions, and 6 closing their positions.
267% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 6
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
16% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 32
11% more funds holding
Funds holding: 125 → 139 (+14)
11% more capital invested
Capital invested by funds: $1.29B → $1.43B (+$138M)
0.26% less ownership
Funds ownership: 83.13% → 82.87% (-0.26%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
+$5.12M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$5.05M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$3.76M |
| 4 |
KeyBank National Association
Cleveland,
Ohio
|
+$2.5M |
| 5 |
AA
Addison Advisors
Middlebury,
Vermont
|
+$1.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$11.5M |
| 2 |
WANY
Wealthspire Advisors (New York)
New York
|
-$10.8M |
| 3 |
SAM
Stringer Asset Management
Memphis,
Tennessee
|
-$2.31M |
| 4 |
FTUS
Flow Traders U.S.
New York
|
-$2.16M |
| 5 |
ST
Sageworth Trust
Lancaster,
Pennsylvania
|
-$1.15M |
QDF Hedge Fund Activity: Q4 2021 in Review
139 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in FlexShares Quality Dividend Index Fund (QDF) for Q4 2021, worth a combined $1.43B — up 11% from $1.29B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new QDF positions and 6 closed out — a net gain of 16 holders — while 37 added to existing stakes and 32 trimmed.
The largest buyer was Transform Wealth, adding an estimated $5.12M. The largest seller was TIAA FSB, cutting an estimated $11.5M.
- 139 institutional investors held FlexShares Quality Dividend Index Fund (QDF) as of Q4 2021, up from 125 in Q3 2021.
- Funds reported $1.43B of FlexShares Quality Dividend Index Fund stock for Q4 2021, up 11% quarter-over-quarter.
- 22 funds opened new FlexShares Quality Dividend Index Fund positions in Q4 2021 and 6 closed out, a net change of +16 holders.
- The largest FlexShares Quality Dividend Index Fund buyer in Q4 2021 was Transform Wealth, an estimated $5.12M added.
- The largest FlexShares Quality Dividend Index Fund seller in Q4 2021 was TIAA FSB, an estimated $11.5M sold.
Based on aggregated 13F filings for Q4 2021.