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FlexShares Quality Dividend Index Fund

145 hedge funds and large institutions have $1.62B invested in FlexShares Quality Dividend Index Fund in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
101
Perigon Wealth Management
California
$247K
IRC
102
Investors Research Corp
Georgia
$245K
MA
103
MKT Advisors
California
$239K
BF
104
BOK Financial
Oklahoma
$238K
CAM
105
Cozad Asset Management
Illinois
$228K
SWP
106
Stratos Wealth Partners
Ohio
$222K
PTC
107
Private Trust Company
Ohio
$222K
ASN
108
Advisory Services Network
Georgia
$215K
PJSIMP
109
P.J. Schmidt Investment Management (PJS)
Wisconsin
$215K
PI
110
PFG Investments
New York
$212K
WFAG
111
Worth Financial Advisory Group
North Carolina
$210K
Betterment LLC
112
Betterment LLC
New York
$209K
HighTower Advisors
113
HighTower Advisors
Illinois
$202K
CT
114
Caldwell Trust
Florida
$181K
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$175K
EWM
116
Evermay Wealth Management
Virginia
$175K
MCM
117
MAI Capital Management
Ohio
$174K
KFI
118
Key Financial Inc
Pennsylvania
$151K
CVM
119
Cheviot Value Management
California
$146K
CA
120
CoreCap Advisors
Michigan
$84.6K
GWSG
121
GPS Wealth Strategies Group
Colorado
$68.8K
RPC
122
Rossmore Private Capital
Connecticut
$65.5K
GI
123
GAMMA Investing
California
$65.3K
HCM
124
Hollencrest Capital Management
California
$62.7K
RTL
125
Red Tortoise LLC
Georgia
$62.2K