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FlexShares Quality Dividend Index Fund

159 hedge funds and large institutions have $1.68B invested in FlexShares Quality Dividend Index Fund in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

8% more funds holding

Funds holding: 147159 (+12)

3% more capital invested

Capital invested by funds: $1.63B → $1.68B (+$53.9M)

0.75% more ownership

Funds ownership: 82.18%82.93% (+0.75%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 45

Holders
159
Holders Change
+12
Holders Change %
+8.16%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
41
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMA
76
West Michigan Advisors
Michigan
$575K -$21.6K -270 -4%
NA
77
NewEdge Advisors
Louisiana
$553K +$43.5K +543 +9%
AI
78
Atria Investments
North Carolina
$552K +$270K +3,366 +97%
MOS
79
MGO One Seven
Ohio
$532K -$39.7K -495 -7%
LEA
80
Legacy Edge Advisors
New York
$508K +$504K +6,288 New
PFS
81
Prospera Financial Services
Texas
$498K -$17.6K -220 -3%
FHC
82
First Heartland Consultants
Missouri
$461K +$457K +5,703 New
LOPW
83
Live Oak Private Wealth
North Carolina
$451K
OCM
84
One Capital Management
California
$448K +$444K +5,539 New
ET
85
Equitable Trust
Tennessee
$444K
MWM
86
Meridian Wealth Management
Kentucky
$409K
QCM
87
Quantinno Capital Management
New York
$408K -$35.8K -446 -8%
SPA
88
Shore Point Advisors
New Jersey
$403K -$44.5K -555 -10%
WF
89
WealthPoint Financial
North Carolina
$394K +$391K +4,881 New
EWA
90
EP Wealth Advisors
California
$390K +$387K +4,823 New
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$383K +$282K +3,513 New
WIM
92
WealthPlan Investment Management
Nebraska
$373K +$370K +4,612 New
JFGIW
93
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$364K -$29.7K -370 -8%
Stifel Financial
94
Stifel Financial
Missouri
$331K +$56.1K +700 +21%
BFIM
95
Beese Fulmer Investment Management
Ohio
$331K
ACM
96
Absolute Capital Management
Pennsylvania
$329K -$38.8K -484 -11%
US Bancorp
97
US Bancorp
Minnesota
$311K
CWA
98
Capital Wealth Alliance
Arizona
$305K
Mariner
99
Mariner
Kansas
$292K
GT
100
Glenmede Trust
Pennsylvania
$283K +$281K +3,500 New