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FlexShares US Quality Large Cap Index Fund
QLC

Overview Fund Activity

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
Holders
36
Holders Change
+4
Holders Change %
+12.5%
% of All Funds
0.53%
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

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$10.8M
2
Northern Trust
Northern Trust
Illinois
$86.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$28.6M
4
MML Investors Services
MML Investors Services
Massachusetts
$6.73M
5
FIM
Freedom Investment Management
Connecticut
$1.05M

Top Sellers

1
CRI
Colonial River Investments
Virginia
$568K
2
WAP
Wealthcare Advisory Partners
Pennsylvania
$241K
3
Bank of America
Bank of America
North Carolina
$341K
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$0
5
WCF
West Coast Financial
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$86.8M +$5.28M +99,588 +6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$28.6M +$2.56M +48,300 +10%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$10.8M +$5.45M +102,802 +102%
MML Investors Services
4
MML Investors Services
Massachusetts
$6.73M +$1.34M +25,248 +25%
LPL Financial
5
LPL Financial
California
$2.15M +$53.2K +1,004 +3%
LMKC
6
L.M. Kohn & Company
Ohio
$1.71M -$32.7K -618 -2%
HIM
7
Hanlon Investment Management
New Jersey
$1.27M -$120K -2,272 -9%
PNC
8
Park National Corp
Ohio
$1.25M -$42.3K -799 -3%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.21M +$132K +2,487 +12%
FIM
10
Freedom Investment Management
Connecticut
$1.05M +$1.05M +19,891 New
Goldman Sachs
11
Goldman Sachs
New York
$984K +$717K +13,542 +269%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$740K +$728K +13,755 +6,141%
CRI
13
Colonial River Investments
Virginia
$568K -$3.2M -60,428 -85%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$525K +$199K +3,757 +61%
SIS
15
Sound Income Strategies
Florida
$449K +$449K +8,483 New
MWM
16
Meridian Wealth Management
Kentucky
$343K – – –
Bank of America
17
Bank of America
North Carolina
$341K -$321K -6,057 -48%
AUB
18
Atlantic Union Bankshares
Virginia
$282K +$282K +5,315 New
SB
19
Strategic Blueprint
Georgia
$250K – – –
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$241K -$601K -11,348 -71%
AL
21
Aspiriant LLC
California
$240K – – –
RJFSA
22
Raymond James Financial Services Advisors
Florida
$209K +$209K +3,944 New
AA
23
Advisory Alpha
Michigan
$205K +$205K +3,867 New
PTC
24
Private Trust Company
Ohio
$148K – – –
AF
25
Allworth Financial
California
$31.8K – – –
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