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FlexShares Quality Dividend Index Fund
QDF

152 hedge funds and large institutions have $1.57B invested in FlexShares Quality Dividend Index Fund in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

9% more capital invested

Capital invested by funds: $1.44B → $1.57B (+$124M)

2% more funds holding

Funds holding: 149 → 152 (+3)

0.77% more ownership

Funds ownership: 82.46% → 83.23% (+0.77%)

3% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 40

Holders
152
Holders Change
+3
Holders Change %
+2.01%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
39
Reduced
40
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TW
Transform Wealth
Colorado
+$13.3M
2
CIAS
CFS Investment Advisory Services
New Jersey
+$7.07M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$6.94M
4
JP Morgan Chase
JP Morgan Chase
New York
+$6.84M
5
BEI
Benjamin Edwards Inc
Missouri
+$5.09M

Top Sellers

Rank Fund Capital Flow
1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$11.2M
2
Northern Trust
Northern Trust
Illinois
-$6.66M
3
Goldman Sachs
Goldman Sachs
New York
-$3.65M
4
Morgan Stanley
Morgan Stanley
New York
-$1.19M
5
BIM
Bridges Investment Management
Nebraska
-$879K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
76
Prospera Financial Services
Texas
$449K – – –
SPA
77
Shore Point Advisors
New Jersey
$441K – – –
EWA
78
EP Wealth Advisors
California
$430K – – –
Ameriprise
79
Ameriprise
Minnesota
$415K +$52.8K +768 +15%
NA
80
NewEdge Advisors
Louisiana
$400K – – –
ET
81
Equitable Trust
Tennessee
$394K – – –
RJT
82
Raymond James Trust
Florida
$377K – – –
Citadel Advisors
83
Citadel Advisors
Florida
$377K -$788K -11,458 -69%
MWM
84
Meridian Wealth Management
Kentucky
$363K – – –
JFGIW
85
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$359K – – –
AWS
86
Atria Wealth Solutions
New York
$345K +$6.88K +100 +2%
Stifel Financial
87
Stifel Financial
Missouri
$337K -$59K -857 -15%
WFAG
88
Worth Financial Advisory Group
North Carolina
$332K – – –
SB
89
Strategic Blueprint
Georgia
$327K – – –
Cerity Partners
90
Cerity Partners
New York
$313K – – –
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$306K – – –
BFIM
92
Beese Fulmer Investment Management
Ohio
$293K – – –
DJYG
93
David J. Yvars Group
Florida
$290K – – –
ACM
94
Absolute Capital Management
Pennsylvania
$288K -$11.5K -167 -4%
US Bancorp
95
US Bancorp
Minnesota
$288K +$23.2K +337 +9%
GT
96
Greenleaf Trust
Michigan
$283K +$43.2K +628 +19%
WP
97
Westmount Partners
California
$279K – – –
Mariner
98
Mariner
Kansas
$264K – – –
CWA
99
Capital Wealth Alliance
Arizona
$261K – – –
SSWM
100
Sheets Smith Wealth Management
North Carolina
$258K – – –
2 3
4
5 6

QDF Hedge Fund Activity: Q3 2024 in Review

152 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FlexShares Quality Dividend Index Fund (QDF) for Q3 2024, worth a combined $1.57B — up 8.6% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new QDF positions and 6 closed out — a net gain of 5 holders — while 39 added to existing stakes and 40 trimmed.

The largest buyer was Transform Wealth, adding an estimated $13.3M. The largest seller was TIAA Trust, National Association, cutting an estimated $11.2M.

  • 152 institutional investors held FlexShares Quality Dividend Index Fund (QDF) as of Q3 2024, up from 149 in Q2 2024.
  • Funds reported $1.57B of FlexShares Quality Dividend Index Fund stock for Q3 2024, up 8.6% quarter-over-quarter.
  • 11 funds opened new FlexShares Quality Dividend Index Fund positions in Q3 2024 and 6 closed out, a net change of +5 holders.
  • The largest FlexShares Quality Dividend Index Fund buyer in Q3 2024 was Transform Wealth, an estimated $13.3M added.
  • The largest FlexShares Quality Dividend Index Fund seller in Q3 2024 was TIAA Trust, National Association, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2024.