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FlexShares Quality Dividend Index Fund
QDF

147 hedge funds and large institutions have $1.51B invested in FlexShares Quality Dividend Index Fund in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 40

0.11% less ownership

Funds ownership: 83.23% → 83.13% (-0.11%)

3% less capital invested

Capital invested by funds: $1.57B → $1.51B (-$53.9M)

3% less funds holding

Funds holding: 152 → 147 (-5)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
147
Holders Change
-5
Holders Change %
-3.29%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
9
Increased
40
Reduced
40
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$7.59M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.95M
3
Wells Fargo
Wells Fargo
California
+$3.49M
4
V
VeraBank
Texas
+$1.37M
5
FMI
F/M Investments
District of Columbia
+$1.2M

Top Sellers

1
TW
Transform Wealth
Colorado
-$19.9M
2
Northern Trust
Northern Trust
Illinois
-$16M
3
BCI
Brinker Capital Investments
Pennsylvania
-$1.34M
4
OPS
Orion Portfolio Solutions
Nebraska
-$1.34M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
76
Prospera Financial Services
Texas
$444K +$2.31K +32 +0.5%
SPA
77
Shore Point Advisors
New Jersey
$434K – – –
NA
78
NewEdge Advisors
Louisiana
$427K +$35K +485 +9%
Ameriprise
79
Ameriprise
Minnesota
$423K +$14.4K +200 +3%
CAM
80
Cresset Asset Management
Illinois
$388K -$419K -5,811 -51%
ET
81
Equitable Trust
Tennessee
$388K – – –
Jane Street
82
Jane Street
New York
$378K -$301K -4,174 -44%
JFGIW
83
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$360K – – –
MWM
84
Meridian Wealth Management
Kentucky
$357K – – –
ACM
85
Absolute Capital Management
Pennsylvania
$349K +$66.5K +922 +23%
AWS
86
Atria Wealth Solutions
New York
$339K – – –
WFAG
87
Worth Financial Advisory Group
North Carolina
$330K +$3.03K +42 +0.9%
Cerity Partners
88
Cerity Partners
New York
$308K – – –
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$301K – – –
SB
90
Strategic Blueprint
Georgia
$293K -$29.3K -406 -9%
BFIM
91
Beese Fulmer Investment Management
Ohio
$289K – – –
US Bancorp
92
US Bancorp
Minnesota
$284K +$865 +12 +0.3%
WP
93
Westmount Partners
California
$274K – – –
Mariner
94
Mariner
Kansas
$260K – – –
CWA
95
Capital Wealth Alliance
Arizona
$257K – – –
SSWM
96
Sheets Smith Wealth Management
North Carolina
$254K – – –
KFI
97
Key Financial Inc
Pennsylvania
$247K – – –
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$246K – – –
Jones Financial Companies
99
Jones Financial Companies
Missouri
$245K +$133K +1,847 +114%
GT
100
Greenleaf Trust
Michigan
$234K -$45.3K -628 -16%
2 3
4
5 6

QDF Hedge Fund Activity: Q4 2024 in Review

147 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FlexShares Quality Dividend Index Fund (QDF) for Q4 2024, worth a combined $1.51B — down 3.4% from $1.57B a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of QDF and 9 opened new positions — a net loss of 1 holder — while 40 trimmed existing stakes and 40 added.

The largest buyer was Osaic Holdings, adding an estimated $7.59M. The largest seller was Transform Wealth, cutting an estimated $19.9M.

  • 147 institutional investors held FlexShares Quality Dividend Index Fund (QDF) as of Q4 2024, down from 152 in Q3 2024.
  • Funds reported $1.51B of FlexShares Quality Dividend Index Fund stock for Q4 2024, down 3.4% quarter-over-quarter.
  • 9 funds opened new FlexShares Quality Dividend Index Fund positions in Q4 2024 and 10 closed out, a net change of -1 holder.
  • The largest FlexShares Quality Dividend Index Fund buyer in Q4 2024 was Osaic Holdings, an estimated $7.59M added.
  • The largest FlexShares Quality Dividend Index Fund seller in Q4 2024 was Transform Wealth, an estimated $19.9M sold.

Based on aggregated 13F filings for Q4 2024.