QLC icon

FlexShares US Quality Large Cap Index Fund
QLC

Overview Fund Activity

35 hedge funds and large institutions have $166M invested in FlexShares US Quality Large Cap Index Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
8
Reduced
11
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$15.5M
2
CA
Cetera Advisors
Colorado
$883K
3
HA
Herold Advisors
New York
$881K
4
Stifel Financial
Stifel Financial
Missouri
$408K
5
LPL Financial
LPL Financial
California
$2.79M

Top Sellers

1
Northern Trust
Northern Trust
Illinois
$95.5M
2
Goldman Sachs
Goldman Sachs
New York
$0
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$50K
4
SIS
Sound Income Strategies
Florida
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$50K -$769K -13,126 -94%
AF
27
Allworth Financial
California
$39.9K +$4.53K +77 +13%
ME
28
McIlrath & Eck
Washington
$35.5K +$35.5K +602 New
CB
29
CNB Bank
Pennsylvania
$32.4K – – –
CFD
30
Creative Financial Designs
Indiana
$28K +$59 +1 +0.2%
TRCT
31
Tower Research Capital (TRC)
New York
$22.2K – – –
PA
32
PSI Advisors
Florida
$19.4K – – –
NP
33
NorthRock Partners
Minnesota
$17.7K – – –
Morgan Stanley
34
Morgan Stanley
New York
$9.36K -$9.36K -159 -50%
Wells Fargo
35
Wells Fargo
California
$56 – – –
Goldman Sachs
36
Goldman Sachs
New York
– -$984K -18,581 Closed
SIS
37
Sound Income Strategies
Florida
– -$449K -8,483 Closed
MWM
38
Meridian Wealth Management
Kentucky
– -$343K -6,478 Closed
AUB
39
Atlantic Union Bankshares
Virginia
– -$282K -5,315 Closed
RJFSA
40
Raymond James Financial Services Advisors
Florida
– -$209K -3,944 Closed
AA
41
Advisory Alpha
Michigan
– -$205K -3,867 Closed
NA
42
NewEdge Advisors
Louisiana
– -$31.3K -591 Closed
BTI
43
Blue Trust Inc
Georgia
– -$16K -342 Closed
UBS Group
44
UBS Group
Switzerland
– -$6.15K -116 Closed
FFA
45
Farther Finance Advisors
California
– -$3.97K -75 Closed
1
2