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FlexShares Quality Dividend Index Fund

118 hedge funds and large institutions have $1.27B invested in FlexShares Quality Dividend Index Fund in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
-5
Holders Change %
-4.07%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
37
Reduced
40
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$265K +$60.7K +1,115 +30%
TRCT
77
Tower Research Capital (TRC)
New York
$247K -$26K -476 -10%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$246K +$218 +4 +0.1%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$240K -$1.72M -31,470 -88%
LF
80
LifeSteps Financial
California
$239K
WFAG
81
Worth Financial Advisory Group
North Carolina
$239K -$46K -845 -16%
Bank of New York Mellon
82
Bank of New York Mellon
New York
$230K
FAG
83
Fortitude Advisory Group
Washington
$228K
BFIM
84
Beese Fulmer Investment Management
Ohio
$223K
SSWM
85
Sheets Smith Wealth Management
North Carolina
$212K
WP
86
Westmount Partners
California
$212K
US Bancorp
87
US Bancorp
Minnesota
$204K -$36.2K -665 -15%
IRC
88
Investors Research Corp
Georgia
$200K +$20.2K +371 +11%
KFI
89
Key Financial Inc
Pennsylvania
$191K
Fifth Third Bancorp
90
Fifth Third Bancorp
Ohio
$170K
PTC
91
Private Trust Company
Ohio
$132K -$2.45K -45 -2%
EWM
92
Evermay Wealth Management
Virginia
$128K
GT
93
Glenmede Trust
Pennsylvania
$126K
FFC
94
First Financial Corp
Indiana
$120K
CFGS
95
Concourse Financial Group Securities
Alabama
$118K -$22.7K -416 -16%
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$104K -$18.8K -346 -15%
BBHC
97
Brown Brothers Harriman & Co
New York
$83.8K
IA
98
IFP Advisors
Florida
$78.9K -$83.7K -1,826 -51%
RFA
99
Resurgent Financial Advisors
Georgia
$73.6K -$25.6K -470 -26%
HCM
100
Hollencrest Capital Management
California
$71.1K