FlexShares Quality Dividend Index Fund
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.
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)
Top Buyers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$7.59M |
| 2 |
Bank of New York Mellon
New York
|
+$3.95M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.49M |
| 4 |
V
VeraBank
Henderson,
Texas
|
+$1.37M |
| 5 |
FMI
F/M Investments
Washington,
District of Columbia
|
+$1.2M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KPWS
151
Kestra Private Wealth Services
Austin,
Texas
| – | -$241K | -3,358 | Closed |
|
|
ASN
152
Advisory Services Network
Atlanta,
Georgia
| – | -$218K | -3,280 | Closed |
|
|
FIB
153
First Interstate Bank
Billings,
Montana
| – | -$232K | -3,238 | Closed |
|
|
SWP
154
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$228K | -3,174 | Closed |
|
155
Citigroup
New York
| – | -$165K | -2,295 | Closed |
|
|
NS
156
NBC Securities
Birmingham,
Alabama
| – | -$21K | -300 | Closed |
|
|
CPA
157
Clear Point Advisors
Melville,
New York
| – | -$7.67K | -107 | Closed |
|
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.