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FlexShares Quality Dividend Index Fund

152 hedge funds and large institutions have $1.57B invested in FlexShares Quality Dividend Index Fund in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 40 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+3
Holders Change %
+2.01%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
39
Reduced
40
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
KFI
101
Key Financial Inc
Pennsylvania
$251K
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$250K
KPWS
103
Kestra Private Wealth Services
Texas
$241K +$241K +3,358 New
LF
104
LifeSteps Financial
California
$237K
HighTower Advisors
105
HighTower Advisors
Illinois
$237K -$6.53K -91 -3%
VAM
106
Vienna Asset Management
California
$236K
PWM
107
Perigon Wealth Management
California
$235K
CST
108
Charles Schwab Trust
Nevada
$233K
FIB
109
First Interstate Bank
Montana
$232K
SC
110
Savant Capital
Illinois
$232K
DWA
111
Delap Wealth Advisory
Oregon
$229K
SWP
112
Stratos Wealth Partners
Ohio
$228K +$228K +3,174 New
HAIM
113
Hunter Associates Investment Management
Pennsylvania
$226K
ASN
114
Advisory Services Network
Georgia
$218K
OWA
115
ORBA Wealth Advisors
Illinois
$215K +$215K +3,000 New
EFMC
116
Empire Financial Management Company
New York
$215K +$215K +2,996 New
MA
117
MKT Advisors
California
$213K
BF
118
BOK Financial
Oklahoma
$213K +$213K +3,000 New
CAM
119
Cozad Asset Management
Illinois
$206K +$206K +2,875 New
FCI
120
Financial Counselors Inc
Kansas
$204K -$102K -1,427 -33%
IRC
121
Investors Research Corp
Georgia
$203K +$7.6K +106 +4%
PTC
122
Private Trust Company
Ohio
$197K
EWM
123
Evermay Wealth Management
Virginia
$169K
Citigroup
124
Citigroup
New York
$165K +$165K +2,295 New
FFC
125
First Financial Corp
Indiana
$158K