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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 %
Northern Trust
1
Northern Trust
Illinois
$95.5M -$1.01M -17,236 -1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$31.5M -$345K -5,866 -1%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$15.5M +$3.48M +59,020 +29%
MML Investors Services
4
MML Investors Services
Massachusetts
$7.42M -$60.4K -1,026 -0.8%
LPL Financial
5
LPL Financial
California
$2.79M +$396K +6,721 +17%
LMKC
6
L.M. Kohn & Company
Ohio
$2.09M +$188K +3,195 +10%
HIM
7
Hanlon Investment Management
New Jersey
$1.47M +$56.9K +966 +4%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.38M +$30.1K +511 +2%
PNC
9
Park National Corp
Ohio
$1.3M -$82.9K -1,408 -6%
FIM
10
Freedom Investment Management
Connecticut
$1.11M -$65.8K -1,117 -6%
CA
11
Cetera Advisors
Colorado
$883K +$883K +14,994 New
HA
12
Herold Advisors
New York
$881K +$881K +14,962 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$481K -$102K -1,740 -18%
CRI
14
Colonial River Investments
Virginia
$462K -$169K -2,876 -27%
Stifel Financial
15
Stifel Financial
Missouri
$408K +$408K +6,925 New
Bank of America
16
Bank of America
North Carolina
$329K -$50.3K -854 -13%
GAA
17
Global Assets Advisory
Florida
$319K +$319K +18,737 New
SB
18
Strategic Blueprint
Georgia
$278K – – –
AL
19
Aspiriant LLC
California
$267K – – –
WAP
20
Wealthcare Advisory Partners
Pennsylvania
$259K -$9.13K -155 -3%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$240K +$240K +4,083 New
Cerity Partners
22
Cerity Partners
New York
$223K +$223K +3,783 New
WCF
23
West Coast Financial
California
$200K +$200K +3,400 New
PTC
24
Private Trust Company
Ohio
$167K +$1.88K +32 +1%
CA
25
CoreCap Advisors
Michigan
$96.7K +$96.7K +1,642 New
1
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