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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
HCM
126
Hollencrest Capital Management
California
$62.7K
RTL
127
Red Tortoise LLC
Georgia
$62.2K
ADL
128
Asset Dedication LLC
California
$55.6K
PP
129
PFS Partners
New Jersey
$46.5K
HAP
130
Harbor Asset Planning
Massachusetts
$40.4K +$153 +2 +0.4%
SPIA
131
Steward Partners Investment Advisory
New York
$39.7K
CIBC Private Wealth Group
132
CIBC Private Wealth Group
Georgia
$31K
BlackRock
133
BlackRock
New York
$24.7K
NFSG
134
Newbridge Financial Services Group
Florida
$18.3K
NS
135
NBC Securities
Alabama
$14.4K -$22.9K -300 -62%
SS
136
Sunbelt Securities
Texas
$13K +$153 +2 +1%
William Blair & Company
137
William Blair & Company
Illinois
$9.85K
GRP
138
Global Retirement Partners
California
$9.69K
AssetMark Inc
139
AssetMark Inc
California
$8.73K
Qube Research & Technologies (QRT)
140
Qube Research & Technologies (QRT)
United Kingdom
$8.73K
MSFP
141
Mark Sheptoff Financial Planning
Connecticut
$7.94K
AIM
142
Anchor Investment Management
South Carolina
$6.83K
FFA
143
Farther Finance Advisors
California
$4.39K +$4.21K +55 New
TFGT
144
TS Financial Group (TSFG)
Illinois
$4K
AWM
145
AE Wealth Management
Kansas
$3.41K
CFD
146
Creative Financial Designs
Indiana
$1.35K +$1.3K +17 New
WOC
147
West Oak Capital
California
$1.03K
Susquehanna International Group
148
Susquehanna International Group
Pennsylvania
-$1.08M -14,708 Closed
Natixis Advisors
149
Natixis Advisors
Massachusetts
-$831K -11,350 Closed
Citadel Advisors
150
Citadel Advisors
Florida
-$662K -9,048 Closed

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.