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FlexShares Quality Dividend Index Fund

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
Holders
152
Holders Change
+3
Holders Change %
+2.01%
% of All Funds
2.2%
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
Name Holding Trade Value Shares
Change
Shares
Change %
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 +$55.1K +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 -$822K -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 +$7.17K +100 +2%
Stifel Financial
87
Stifel Financial
Missouri
$337K -$61.5K -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 -$12K -167 -4%
US Bancorp
95
US Bancorp
Minnesota
$288K +$24.2K +337 +9%
GT
96
Greenleaf Trust
Michigan
$283K +$45K +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