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FlexShares Quality Dividend Index Fund

147 hedge funds and large institutions have $1.63B 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, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

0.25% less ownership

Funds ownership: 82.43%82.18% (-0.25%)

35% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 48

Holders
147
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
EFMC
101
Empire Financial Management Company
New York
$247K
PWM
102
Perigon Wealth Management
California
$247K
IRC
103
Investors Research Corp
Georgia
$245K
MA
104
MKT Advisors
California
$239K
BF
105
BOK Financial
Oklahoma
$238K
CAM
106
Cozad Asset Management
Illinois
$228K
SWP
107
Stratos Wealth Partners
Ohio
$222K
PTC
108
Private Trust Company
Ohio
$222K
ASN
109
Advisory Services Network
Georgia
$215K
PJSIMP
110
P.J. Schmidt Investment Management (PJS)
Wisconsin
$215K
PI
111
PFG Investments
New York
$212K
WFAG
112
Worth Financial Advisory Group
North Carolina
$210K
Betterment LLC
113
Betterment LLC
New York
$209K
HighTower Advisors
114
HighTower Advisors
Illinois
$202K
CT
115
Caldwell Trust
Florida
$181K
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$175K
EWM
117
Evermay Wealth Management
Virginia
$175K
MCM
118
MAI Capital Management
Ohio
$174K
KFI
119
Key Financial Inc
Pennsylvania
$151K
CVM
120
Cheviot Value Management
California
$146K
CA
121
CoreCap Advisors
Michigan
$84.6K
IA
122
IFP Advisors
Florida
$77.9K
GWSG
123
GPS Wealth Strategies Group
Colorado
$68.8K
RPC
124
Rossmore Private Capital
Connecticut
$65.5K
GI
125
GAMMA Investing
California
$65.3K