FlexShares US Quality Large Cap Index Fund
QLC
19 hedge funds and large institutions have $68.1M invested in FlexShares US Quality Large Cap Index Fund in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 7 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
13% more capital invested
Capital invested by funds: $60.2M → $68.1M (+$7.99M)
3.05% more ownership
Funds ownership: 112.78% → 115.83% (+3%)
17% less funds holding
Funds holding: 23 → 19 (-4)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.95M |
| 2 |
LPL Financial
San Diego,
California
|
+$351K |
| 3 |
AL
Aspiriant LLC
Los Angeles,
California
|
+$311K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$227K |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$195K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$605K |
| 2 |
HR
Hayden Royal
Charlotte,
North Carolina
|
-$345K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$332K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$201K |
| 5 |
Rockefeller Capital Management
New York
|
-$108K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| – | -$39 | -1 | Closed |
|
QLC Hedge Fund Activity: Q4 2020 in Review
19 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in FlexShares US Quality Large Cap Index Fund (QLC) for Q4 2020, worth a combined $68.1M — up 13% from $60.2M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of QLC and 5 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 6 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $2.95M. The largest seller was Envestnet Asset Management, cutting an estimated $605K.
- 19 institutional investors held FlexShares US Quality Large Cap Index Fund (QLC) as of Q4 2020, down from 23 in Q3 2020.
- Funds reported $68.1M of FlexShares US Quality Large Cap Index Fund stock for Q4 2020, up 13% quarter-over-quarter.
- 5 funds opened new FlexShares US Quality Large Cap Index Fund positions in Q4 2020 and 7 closed out, a net change of -2 holders.
- The largest FlexShares US Quality Large Cap Index Fund buyer in Q4 2020 was Commonwealth Equity Services, an estimated $2.95M added.
- The largest FlexShares US Quality Large Cap Index Fund seller in Q4 2020 was Envestnet Asset Management, an estimated $605K sold.
Based on aggregated 13F filings for Q4 2020.