FlexShares Quality Dividend Index Fund
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
+$13.3M |
| 2 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$7.07M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$6.94M |
| 4 |
JP Morgan Chase
New York
|
+$6.84M |
| 5 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$5.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$11.2M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$6.66M |
| 3 |
Goldman Sachs
New York
|
-$3.65M |
| 4 |
Morgan Stanley
New York
|
-$1.19M |
| 5 |
BIM
Bridges Investment Management
Omaha,
Nebraska
|
-$879K |
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.