FlexShares Quality Dividend Index Fund
QDF
131 hedge funds and large institutions have $1.26B invested in FlexShares Quality Dividend Index Fund in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 38 reducing their positions, and 11 closing their positions.
82% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 11
7% more funds holding
Funds holding: 123 → 131 (+8)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.61% less ownership
Funds ownership: 83.28% → 82.68% (-0.61%)
5% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 38
5% less capital invested
Capital invested by funds: $1.33B → $1.26B (-$72M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.99M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.87M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.86M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.37M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$874K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$25.7M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$2.78M |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$2.78M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.49M |
| 5 |
Goldman Sachs
New York
|
-$1.2M |
QDF Hedge Fund Activity: Q3 2023 in Review
131 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FlexShares Quality Dividend Index Fund (QDF) for Q3 2023, worth a combined $1.26B — down 5.4% from $1.33B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new QDF positions and 11 closed out — a net gain of 9 holders — while 36 added to existing stakes and 38 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $2.99M. The largest seller was Northern Trust, cutting an estimated $25.7M.
- 131 institutional investors held FlexShares Quality Dividend Index Fund (QDF) as of Q3 2023, up from 123 in Q2 2023.
- Funds reported $1.26B of FlexShares Quality Dividend Index Fund stock for Q3 2023, down 5.4% quarter-over-quarter.
- 20 funds opened new FlexShares Quality Dividend Index Fund positions in Q3 2023 and 11 closed out, a net change of +9 holders.
- The largest FlexShares Quality Dividend Index Fund buyer in Q3 2023 was Envestnet Asset Management, an estimated $2.99M added.
- The largest FlexShares Quality Dividend Index Fund seller in Q3 2023 was Northern Trust, an estimated $25.7M sold.
Based on aggregated 13F filings for Q3 2023.