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FlexShares Quality Dividend Index Fund
QDF

147 hedge funds and large institutions have $1.51B invested in FlexShares Quality Dividend Index Fund in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 40

0.11% less ownership

Funds ownership: 83.23% → 83.13% (-0.11%)

3% less capital invested

Capital invested by funds: $1.57B → $1.51B (-$53.9M)

3% less funds holding

Funds holding: 152 → 147 (-5)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
147
Holders Change
-5
Holders Change %
-3.29%
% of All Funds
1.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
9
Increased
40
Reduced
40
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$7.59M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$3.95M
3
Wells Fargo
Wells Fargo
California
+$3.49M
4
V
VeraBank
Texas
+$1.37M
5
FMI
F/M Investments
District of Columbia
+$1.2M

Top Sellers

1
TW
Transform Wealth
Colorado
-$19.9M
2
Northern Trust
Northern Trust
Illinois
-$16M
3
BCI
Brinker Capital Investments
Pennsylvania
-$1.34M
4
OPS
Orion Portfolio Solutions
Nebraska
-$1.34M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
LF
101
LifeSteps Financial
California
$233K – – –
VAM
102
Vienna Asset Management
California
$232K – – –
CST
103
Charles Schwab Trust
Nevada
$229K – – –
PWM
104
Perigon Wealth Management
California
$229K -$3.6K -50 -2%
SC
105
Savant Capital
Illinois
$228K – – –
DWA
106
Delap Wealth Advisory
Oregon
$226K – – –
SW
107
SVB Wealth
Massachusetts
$226K +$231K +3,200 New
HighTower Advisors
108
HighTower Advisors
Illinois
$225K -$8.43K -117 -4%
HAIM
109
Hunter Associates Investment Management
Pennsylvania
$222K – – –
FCP
110
Fidelis Capital Partners
Florida
$219K +$221K +3,065 New
EFMC
111
Empire Financial Management Company
New York
$216K +$4.68K +65 +2%
MA
112
MKT Advisors
California
$215K – – –
OWA
113
ORBA Wealth Advisors
Illinois
$212K – – –
BF
114
BOK Financial
Oklahoma
$209K – – –
CAM
115
Cozad Asset Management
Illinois
$203K – – –
IRC
116
Investors Research Corp
Georgia
$203K +$2.74K +38 +1%
FCI
117
Financial Counselors Inc
Kansas
$201K – – –
PTC
118
Private Trust Company
Ohio
$193K – – –
EWM
119
Evermay Wealth Management
Virginia
$166K – – –
FFC
120
First Financial Corp
Indiana
$155K – – –
CFGS
121
Concourse Financial Group Securities
Alabama
$142K – – –
TRCT
122
Tower Research Capital (TRC)
New York
$124K -$446K -6,188 -78%
FFA
123
Farther Finance Advisors
California
$112K +$721 +10 +0.6%
HCM
124
Hollencrest Capital Management
California
$92.1K – – –
IA
125
IFP Advisors
Florida
$69.2K – – –
3 4
5
6 7

QDF Hedge Fund Activity: Q4 2024 in Review

147 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FlexShares Quality Dividend Index Fund (QDF) for Q4 2024, worth a combined $1.51B — down 3.4% from $1.57B a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of QDF and 9 opened new positions — a net loss of 1 holder — while 40 trimmed existing stakes and 40 added.

The largest buyer was Osaic Holdings, adding an estimated $7.59M. The largest seller was Transform Wealth, cutting an estimated $19.9M.

  • 147 institutional investors held FlexShares Quality Dividend Index Fund (QDF) as of Q4 2024, down from 152 in Q3 2024.
  • Funds reported $1.51B of FlexShares Quality Dividend Index Fund stock for Q4 2024, down 3.4% quarter-over-quarter.
  • 9 funds opened new FlexShares Quality Dividend Index Fund positions in Q4 2024 and 10 closed out, a net change of -1 holder.
  • The largest FlexShares Quality Dividend Index Fund buyer in Q4 2024 was Osaic Holdings, an estimated $7.59M added.
  • The largest FlexShares Quality Dividend Index Fund seller in Q4 2024 was Transform Wealth, an estimated $19.9M sold.

Based on aggregated 13F filings for Q4 2024.