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FlexShares Quality Dividend Index Fund

147 hedge funds and large institutions have $1.63B invested in FlexShares Quality Dividend Index Fund in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

7% more capital invested

Capital invested by funds: $1.53B → $1.63B (+$99.7M)

0% more funds holding

Funds holding: 147147 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.25% less ownership

Funds ownership: 82.43%82.18% (-0.25%)

35% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 48

Holders
147
Holders Change
Holders Change %
0%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
31
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFMC
101
Empire Financial Management Company
New York
$247K
PWM
102
Perigon Wealth Management
California
$247K -$8.49K -111 -3%
IRC
103
Investors Research Corp
Georgia
$245K +$6.81K +89 +3%
MA
104
MKT Advisors
California
$239K
BF
105
BOK Financial
Oklahoma
$238K
CAM
106
Cozad Asset Management
Illinois
$228K
SWP
107
Stratos Wealth Partners
Ohio
$222K +$306 +4 +0.1%
PTC
108
Private Trust Company
Ohio
$222K
ASN
109
Advisory Services Network
Georgia
$215K
PJSIMP
110
P.J. Schmidt Investment Management (PJS)
Wisconsin
$215K +$207K +2,702 New
PI
111
PFG Investments
New York
$212K +$205K +2,675 New
WFAG
112
Worth Financial Advisory Group
North Carolina
$210K -$25.8K -337 -11%
Betterment LLC
113
Betterment LLC
New York
$209K +$201K +2,628 New
HighTower Advisors
114
HighTower Advisors
Illinois
$202K -$18.8K -246 -9%
CT
115
Caldwell Trust
Florida
$181K +$174K +2,280 New
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$175K +$46.6K +610 +38%
EWM
117
Evermay Wealth Management
Virginia
$175K
MCM
118
MAI Capital Management
Ohio
$174K
KFI
119
Key Financial Inc
Pennsylvania
$151K
CVM
120
Cheviot Value Management
California
$146K -$459 -6 -0.3%
CA
121
CoreCap Advisors
Michigan
$84.6K +$12.3K +161 +18%
IA
122
IFP Advisors
Florida
$77.9K
GWSG
123
GPS Wealth Strategies Group
Colorado
$68.8K +$66.3K +867 New
RPC
124
Rossmore Private Capital
Connecticut
$65.5K +$63.1K +825 New
GI
125
GAMMA Investing
California
$65.3K

QDF Hedge Fund Activity: Q3 2025 in Review

147 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in FlexShares Quality Dividend Index Fund (QDF) for Q3 2025, worth a combined $1.63B — up 6.5% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new QDF positions and 12 closed out — a net gain of 3 holders — while 31 added to existing stakes and 48 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $3.29M. The largest seller was Northern Trust, cutting an estimated $19.3M.

  • 147 institutional investors held FlexShares Quality Dividend Index Fund (QDF) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $1.63B of FlexShares Quality Dividend Index Fund stock for Q3 2025, up 6.5% quarter-over-quarter.
  • 15 funds opened new FlexShares Quality Dividend Index Fund positions in Q3 2025 and 12 closed out, a net change of +3 holders.
  • The largest FlexShares Quality Dividend Index Fund buyer in Q3 2025 was Bank of New York Mellon, an estimated $3.29M added.
  • The largest FlexShares Quality Dividend Index Fund seller in Q3 2025 was Northern Trust, an estimated $19.3M sold.

Based on aggregated 13F filings for Q3 2025.