FlexShares Quality Dividend Index Fund
149 hedge funds and large institutions have $1.44B invested in FlexShares Quality Dividend Index Fund in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 44 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
2% more funds holding
Funds holding: 146 → 149 (+3)
4% more capital invested
Capital invested by funds: $1.39B → $1.44B (+$52.9M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 44
1.59% less ownership
Funds ownership: 83.58% → 81.99% (-1.6%)
Top Buyers
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$4.75M |
| 2 |
Bank of New York Mellon
New York
|
+$3.44M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$2.65M |
| 4 |
Goldman Sachs
New York
|
+$2.13M |
| 5 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
+$1.76M |
Top Sellers
| 1 |
Northern Trust
Chicago,
Illinois
|
-$28.3M |
| 2 |
Morgan Stanley
New York
|
-$18.2M |
| 3 |
BSW
Buckingham Strategic Wealth
Clayton,
Missouri
|
-$2.29M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.25M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$2.01M |
QDF Hedge Fund Activity: Q1 2024 in Review
149 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FlexShares Quality Dividend Index Fund (QDF) for Q1 2024, worth a combined $1.44B — up 3.8% from $1.39B a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new QDF positions and 7 closed out — a net gain of 5 holders — while 43 added to existing stakes and 44 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $4.75M. The largest seller was Northern Trust, cutting an estimated $28.3M.
- 149 institutional investors held FlexShares Quality Dividend Index Fund (QDF) as of Q1 2024, up from 146 in Q4 2023.
- Funds reported $1.44B of FlexShares Quality Dividend Index Fund stock for Q1 2024, up 3.8% quarter-over-quarter.
- 12 funds opened new FlexShares Quality Dividend Index Fund positions in Q1 2024 and 7 closed out, a net change of +5 holders.
- The largest FlexShares Quality Dividend Index Fund buyer in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $4.75M added.
- The largest FlexShares Quality Dividend Index Fund seller in Q1 2024 was Northern Trust, an estimated $28.3M sold.
Based on aggregated 13F filings for Q1 2024.