QDF icon

FlexShares Quality Dividend Index Fund
QDF

Overview Fund Activity

149 hedge funds and large institutions have $1.44B invested in FlexShares Quality Dividend Index Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 44 reducing their positions, and 6 closing their positions.

Holders
149
Holders Change
+4
Holders Change %
+2.76%
% of All Funds
2.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
43
Reduced
44
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$7.04M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$4.56M
3
Wells Fargo
3
Wells Fargo
California
$4.07M
4
Goldman Sachs
4
Goldman Sachs
New York
$7.68M
5
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$285M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$811M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.5M
3
BSW
3
Buckingham Strategic Wealth
Missouri
$7.38M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.4M
5
UBS Group
5
UBS Group
Switzerland
$15.2M
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
101
HighTower Advisors
Illinois
$231K 3,504 +5 +0.1%
KFI
102
Key Financial Inc
Pennsylvania
$231K 3,501 – –
GT
103
Greenleaf Trust
Michigan
$218K 3,313 -4,686 -59%
LF
104
LifeSteps Financial
California
$218K 3,305 -1,077 -25%
VAM
105
Vienna Asset Management
California
$217K 3,290 – –
ASN
106
Advisory Services Network
Georgia
$216K 3,280 +2,591 +376%
PWM
107
Perigon Wealth Management
California
$216K 3,275 – –
CST
108
Charles Schwab Trust
Nevada
$214K 3,250 +3,250 New
SC
109
Savant Capital
Illinois
$213K 3,237 +3,237 New
DWA
110
Delap Wealth Advisory
Oregon
$211K 3,200 -3,200 -50%
SW
111
SVB Wealth
Massachusetts
$211K 3,200 +3,200 New
HAIM
112
Hunter Associates Investment Management
Pennsylvania
$210K 3,163 +3,163 New
Jane Street
113
Jane Street
New York
$205K 3,115 +3,115 New
WA
114
Wambolt & Associates
Colorado
$205K 3,126 +3,126 New
CAG
115
Crestwood Advisors Group
Massachusetts
$203K 3,080 -400 -11%
ACM
116
Absolute Capital Management
Pennsylvania
$202K 3,071 -202 -6%
PTC
117
Private Trust Company
Ohio
$181K 2,741 +314 +13%
EWM
118
Evermay Wealth Management
Virginia
$155K 2,350 – –
GT
119
Glenmede Trust
Pennsylvania
$152K 2,306 – –
FFC
120
First Financial Corp
Indiana
$145K 2,201 – –
CFGS
121
Concourse Financial Group Securities
Alabama
$130K 1,965 – –
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$101K 1,533 +10 +0.7%
HCM
123
Hollencrest Capital Management
California
$86K 1,305 – –
WOC
124
West Oak Capital
California
$86K 1,300 – –
IA
125
IFP Advisors
Florida
$64.7K 981 +325 +50%
3 4
5
6 7