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FlexShares Quality Dividend Index Fund

159 hedge funds and large institutions have $1.68B invested in FlexShares Quality Dividend Index Fund in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

8% more funds holding

Funds holding: 147159 (+12)

3% more capital invested

Capital invested by funds: $1.63B → $1.68B (+$53.9M)

0.75% more ownership

Funds ownership: 82.18%82.93% (+0.75%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 45

Holders
159
Holders Change
+12
Holders Change %
+8.16%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
41
Reduced
45
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$279K +$6.25K +78 +2%
Janney Montgomery Scott
102
Janney Montgomery Scott
Pennsylvania
$270K -$8.5K -106 -3%
LF
103
LifeSteps Financial
California
$267K
SSWM
104
Sheets Smith Wealth Management
North Carolina
$267K -$8.02K -100 -3%
MA
105
Mutual Advisors
Nebraska
$266K -$2.48K -31 -0.9%
VAM
106
Vienna Asset Management
California
$266K
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$263K +$401 +5 +0.2%
SC
108
Savant Capital
Illinois
$262K
WP
109
Westmount Partners
California
$260K -$2.08K -26 -0.8%
HAIM
110
Hunter Associates Investment Management
Pennsylvania
$257K
PWM
111
Perigon Wealth Management
California
$252K
IRC
112
Investors Research Corp
Georgia
$249K +$80 +1 +0%
EFMC
113
Empire Financial Management Company
New York
$248K -$4.01K -50 -2%
MA
114
MKT Advisors
California
$245K
BF
115
BOK Financial
Oklahoma
$242K
PTC
116
Private Trust Company
Ohio
$229K +$2.89K +36 +1%
SWP
117
Stratos Wealth Partners
Ohio
$227K +$481 +6 +0.2%
ASN
118
Advisory Services Network
Georgia
$219K
Betterment LLC
119
Betterment LLC
New York
$213K +$160 +2 +0.1%
VCM
120
Vavra Capital Management
Pennsylvania
$209K +$208K +2,590 New
CCM
121
Chaney Capital Management
Washington
$206K +$204K +2,543 New
GCG
122
Gilbert Capital Group
Maine
$202K +$201K +2,503 New
OC
123
Oppenheimer & Co
New York
$202K +$200K +2,498 New
CT
124
Caldwell Trust
Florida
$184K
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$178K