FlexShares US Quality Large Cap Index Fund
QLC
26 hedge funds and large institutions have $105M invested in FlexShares US Quality Large Cap Index Fund in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 4 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
7% more capital invested
Capital invested by funds: $97.9M → $105M (+$6.68M)
4.29% more ownership
Funds ownership: 158.44% → 162.73% (+4.3%)
13% less funds holding
Funds holding: 30 → 26 (-4)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRI
Colonial River Investments
Midlothian,
Virginia
|
+$3.19M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$301K |
| 4 |
HIM
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
+$226K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$211K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$2.03M |
| 2 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
-$418K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$197K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$187K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$163K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Osaic Holdings
Scottsdale,
Arizona
| $1.86K | – | – | – |
|
27
Wells Fargo
San Francisco,
California
| $39 | -$45 | -1 | Closed |
|
|
IFA
28
Interactive Financial Advisors
New Lenox,
Illinois
| – | -$418K | -9,809 | Closed |
|
|
29
UBS Group
Zurich,
Switzerland
| – | -$187K | -4,388 | Closed |
|
|
BAM
30
Belpointe Asset Management
Reno,
Nevada
| – | -$2.26K | -53 | Closed |
|
QLC Hedge Fund Activity: Q1 2023 in Review
26 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in FlexShares US Quality Large Cap Index Fund (QLC) for Q1 2023, worth a combined $105M — up 6.8% from $97.9M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of QLC and 1 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 11 added.
The largest buyer was Colonial River Investments, adding an estimated $3.19M. The largest seller was Northern Trust, cutting an estimated $2.03M.
- 26 institutional investors held FlexShares US Quality Large Cap Index Fund (QLC) as of Q1 2023, down from 30 in Q4 2022.
- Funds reported $105M of FlexShares US Quality Large Cap Index Fund stock for Q1 2023, up 6.8% quarter-over-quarter.
- 1 fund opened new FlexShares US Quality Large Cap Index Fund positions in Q1 2023 and 4 closed out, a net change of -3 holders.
- The largest FlexShares US Quality Large Cap Index Fund buyer in Q1 2023 was Colonial River Investments, an estimated $3.19M added.
- The largest FlexShares US Quality Large Cap Index Fund seller in Q1 2023 was Northern Trust, an estimated $2.03M sold.
Based on aggregated 13F filings for Q1 2023.