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FlexShares Quality Dividend Index Fund
QDF

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

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

9% more capital invested

Capital invested by funds: $1.44B → $1.57B (+$124M)

2% more funds holding

Funds holding: 149 → 152 (+3)

0.77% more ownership

Funds ownership: 82.46% → 83.23% (+0.77%)

3% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 40

Holders
152
Holders Change
+3
Holders Change %
+2.01%
% of All Funds
2.18%
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
–

Top Buyers

Rank Fund Capital Flow
1
TW
Transform Wealth
Colorado
+$13.3M
2
CIAS
CFS Investment Advisory Services
New Jersey
+$7.07M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$6.94M
4
JP Morgan Chase
JP Morgan Chase
New York
+$6.84M
5
BEI
Benjamin Edwards Inc
Missouri
+$5.09M

Top Sellers

Rank Fund Capital Flow
1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$11.2M
2
Northern Trust
Northern Trust
Illinois
-$6.66M
3
Goldman Sachs
Goldman Sachs
New York
-$3.65M
4
Morgan Stanley
Morgan Stanley
New York
-$1.19M
5
BIM
Bridges Investment Management
Nebraska
-$879K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
126
Concourse Financial Group Securities
Alabama
$141K – – –
Jones Financial Companies
127
Jones Financial Companies
Missouri
$116K +$59.5K +865 +114%
FFA
128
Farther Finance Advisors
California
$114K +$74.8K +1,087 +219%
Northwestern Mutual Wealth Management
129
Northwestern Mutual Wealth Management
Wisconsin
$112K +$1.24K +18 +1%
HCM
130
Hollencrest Capital Management
California
$93.6K – – –
IA
131
IFP Advisors
Florida
$70.3K – – –
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$66K – – –
MRCM
133
M&R Capital Management
New Jersey
$62.5K – – –
BBHC
134
Brown Brothers Harriman & Co
New York
$58.4K -$10.7K -156 -16%
CAS
135
Coppell Advisory Solutions
Texas
$50K – – –
CA
136
CoreCap Advisors
Michigan
$44.2K – – –
PP
137
PFS Partners
New Jersey
$42K – – –
HGERS
138
Householder Group Estate & Retirement Specialist
Arizona
$28K – – –
PA
139
PSI Advisors
Florida
$27.2K +$69 +1 +0.3%
HI
140
Harbour Investments
Wisconsin
$23.7K – – –
BlackRock
141
BlackRock
New York
$22.3K +$21.4K +311 New
NP
142
NorthRock Partners
Minnesota
$21.9K – – –
NS
143
NBC Securities
Alabama
$21K – – –
OW
144
Olistico Wealth
Oklahoma
$18.3K – – –
SS
145
Sunbelt Securities
Texas
$11.5K +$69 +1 +0.6%
William Blair & Company
146
William Blair & Company
Illinois
$8.89K – – –
GRP
147
Global Retirement Partners
California
$8.75K – – –
CPA
148
Clear Point Advisors
New York
$7.67K +$69 +1 +0.9%
MSFP
149
Mark Sheptoff Financial Planning
Connecticut
$7.17K – – –
AIM
150
Anchor Investment Management
South Carolina
$6.17K – – –
3 4 5
6
7

QDF Hedge Fund Activity: Q3 2024 in Review

152 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FlexShares Quality Dividend Index Fund (QDF) for Q3 2024, worth a combined $1.57B — up 8.6% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new QDF positions and 6 closed out — a net gain of 5 holders — while 39 added to existing stakes and 40 trimmed.

The largest buyer was Transform Wealth, adding an estimated $13.3M. The largest seller was TIAA Trust, National Association, cutting an estimated $11.2M.

  • 152 institutional investors held FlexShares Quality Dividend Index Fund (QDF) as of Q3 2024, up from 149 in Q2 2024.
  • Funds reported $1.57B of FlexShares Quality Dividend Index Fund stock for Q3 2024, up 8.6% quarter-over-quarter.
  • 11 funds opened new FlexShares Quality Dividend Index Fund positions in Q3 2024 and 6 closed out, a net change of +5 holders.
  • The largest FlexShares Quality Dividend Index Fund buyer in Q3 2024 was Transform Wealth, an estimated $13.3M added.
  • The largest FlexShares Quality Dividend Index Fund seller in Q3 2024 was TIAA Trust, National Association, an estimated $11.2M sold.

Based on aggregated 13F filings for Q3 2024.