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FlexShares Quality Dividend Index Fund

149 hedge funds and large institutions have $1.44B invested in FlexShares Quality Dividend Index Fund in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
Holders Change %
0%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
32
Reduced
46
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$232K -$49.9K -749 -18%
HighTower Advisors
102
HighTower Advisors
Illinois
$227K -$7.43K -111 -3%
GT
103
Greenleaf Trust
Michigan
$220K
LF
104
LifeSteps Financial
California
$220K
VAM
105
Vienna Asset Management
California
$219K
ASN
106
Advisory Services Network
Georgia
$218K
PWM
107
Perigon Wealth Management
California
$218K
CST
108
Charles Schwab Trust
Nevada
$216K
FIB
109
First Interstate Bank
Montana
$215K -$32.3K -486 -13%
SC
110
Savant Capital
Illinois
$215K
SW
111
SVB Wealth
Massachusetts
$213K
DWA
112
Delap Wealth Advisory
Oregon
$213K
HAIM
113
Hunter Associates Investment Management
Pennsylvania
$211K
CAG
114
Crestwood Advisors Group
Massachusetts
$205K
MA
115
MKT Advisors
California
$202K +$202K +3,000 New
PTC
116
Private Trust Company
Ohio
$182K
IRC
117
Investors Research Corp
Georgia
$181K -$85.8K -1,290 -32%
EWM
118
Evermay Wealth Management
Virginia
$156K
FFC
119
First Financial Corp
Indiana
$146K
CFGS
120
Concourse Financial Group Securities
Alabama
$131K
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$103K +$1.06K +16 +1%
HCM
122
Hollencrest Capital Management
California
$86.8K
WOC
123
West Oak Capital
California
$86.5K
IA
124
IFP Advisors
Florida
$65.2K
IAIM
125
International Assets Investment Management
Florida
$64.6K +$64.6K +972 New