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FlexShares US Quality Large Cap Index Fund
QLC

36 hedge funds and large institutions have $147M invested in FlexShares US Quality Large Cap Index Fund in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

22% more capital invested

Capital invested by funds: $121M → $147M (+$26.1M)

13% more funds holding

Funds holding: 32 → 36 (+4)

1.73% more ownership

Funds ownership: 82.59% → 84.32% (+1.7%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
36
Holders Change
+4
Holders Change %
+12.5%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
12
Reduced
7
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$5.11M
2
Northern Trust
Northern Trust
Illinois
+$4.95M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.4M
4
MML Investors Services
MML Investors Services
Massachusetts
+$1.26M
5
FIM
Freedom Investment Management
Connecticut
+$989K

Top Sellers

Rank Fund Capital Flow
1
CRI
Colonial River Investments
Virginia
-$3M
2
WAP
Wealthcare Advisory Partners
Pennsylvania
-$564K
3
Bank of America
Bank of America
North Carolina
-$301K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$284K
5
WCF
West Coast Financial
California
-$202K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$31.3K +$29.4K +591 New
CB
27
CNB Bank
Pennsylvania
$29.1K – – –
CFD
28
Creative Financial Designs
Indiana
$25.1K +$99 +2 +0.4%
TRCT
29
Tower Research Capital (TRC)
New York
$20K – – –
PA
30
PSI Advisors
Florida
$17.4K +$99 +2 +0.6%
Morgan Stanley
31
Morgan Stanley
New York
$16.8K +$7.91K +159 +100%
BTI
32
Blue Trust Inc
Georgia
$16K +$17K +342 New
NP
33
NorthRock Partners
Minnesota
$15.9K +$14.9K +300 New
UBS Group
34
UBS Group
Switzerland
$6.14K -$113K -2,277 -95%
FFA
35
Farther Finance Advisors
California
$3.97K – – –
Wells Fargo
36
Wells Fargo
California
$51 – – –
3LCM
37
3D/L Capital Management
Connecticut
– -$983K -20,627 Closed
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
– -$284K -5,953 Closed
WCF
39
West Coast Financial
California
– -$202K -4,242 Closed
Osaic Holdings
40
Osaic Holdings
Arizona
– -$1K -21 Closed
1
2

QLC Hedge Fund Activity: Q4 2023 in Review

36 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in FlexShares US Quality Large Cap Index Fund (QLC) for Q4 2023, worth a combined $147M — up 22% from $121M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new QLC positions and 4 closed out — a net gain of 4 holders — while 12 added to existing stakes and 7 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $5.11M. The largest seller was Colonial River Investments, cutting an estimated $3M.

  • 36 institutional investors held FlexShares US Quality Large Cap Index Fund (QLC) as of Q4 2023, up from 32 in Q3 2023.
  • Funds reported $147M of FlexShares US Quality Large Cap Index Fund stock for Q4 2023, up 22% quarter-over-quarter.
  • 8 funds opened new FlexShares US Quality Large Cap Index Fund positions in Q4 2023 and 4 closed out, a net change of +4 holders.
  • The largest FlexShares US Quality Large Cap Index Fund buyer in Q4 2023 was Commonwealth Equity Services, an estimated $5.11M added.
  • The largest FlexShares US Quality Large Cap Index Fund seller in Q4 2023 was Colonial River Investments, an estimated $3M sold.

Based on aggregated 13F filings for Q4 2023.