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FlexShares US Quality Low Volatility Index Fund

37 hedge funds and large institutions have $119M invested in FlexShares US Quality Low Volatility Index Fund in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more capital invested

Capital invested by funds: $84.4M → $119M (+$34.4M)

15.73% more ownership

Funds ownership: 58.56%74.29% (+16%)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

3% less funds holding

Funds holding: 3837 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$64.5M +$36.8M +501,326 +127%
Bank of America
2
Bank of America
North Carolina
$14.3M -$587K -8,007 -4%
LPL Financial
3
LPL Financial
California
$10.6M -$95.8K -1,306 -0.9%
Morgan Stanley
4
Morgan Stanley
New York
$3.87M -$551K -7,510 -12%
UBG
5
United Bank (Georgia)
Georgia
$3.23M +$161K +2,201 +5%
PFSC
6
Peoples Financial Services Corp
Pennsylvania
$2.44M -$13.6K -186 -0.5%
CWWM
7
Curry Webb Wealth Management
Indiana
$2.21M -$855K -11,665 -28%
CAL
8
Capital Analysts LLC
Pennsylvania
$2M +$2.04M +27,847 New
RF
9
Rossby Financial
Florida
$1.87M +$718K +9,791 +61%
Raymond James Financial
10
Raymond James Financial
Florida
$1.65M +$1.38M +18,832 +456%
PAG
11
Private Advisor Group
New Jersey
$1.3M +$30.7K +419 +2%
CAG
12
Crestwood Advisors Group
Massachusetts
$1.24M -$30.6K -417 -2%
EH
13
Equitable Holdings
New York
$1.11M +$147K +2,003 +15%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$974K +$739K +10,082 +291%
BWA
15
Beam Wealth Advisors
Louisiana
$854K -$61.5K -839 -7%
MML Investors Services
16
MML Investors Services
Massachusetts
$786K -$89.3K -1,218 -10%
HA
17
Herold Advisors
New York
$762K -$87.6K -1,195 -10%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$735K +$750K +10,224 New
Osaic Holdings
19
Osaic Holdings
Arizona
$600K +$367 +5 +0.1%
CRI
20
Colonial River Investments
Virginia
$439K -$144K -1,964 -24%
Jane Street
21
Jane Street
New York
$434K +$443K +6,038 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$424K +$432K +5,891 New
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$372K +$2.64K +36 +0.7%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$370K +$147 +2 +0%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$370K -$3.3K -45 -0.9%

QLV Hedge Fund Activity: Q1 2026 in Review

37 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in FlexShares US Quality Low Volatility Index Fund (QLV) for Q1 2026, worth a combined $119M — up 41% from $84.4M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of QLV and 6 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 11 added.

The largest buyer was Northern Trust, adding an estimated $36.8M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $1.48M sold.

  • 37 institutional investors held FlexShares US Quality Low Volatility Index Fund (QLV) as of Q1 2026, down from 38 in Q4 2025.
  • Funds reported $119M of FlexShares US Quality Low Volatility Index Fund stock for Q1 2026, up 41% quarter-over-quarter.
  • 6 funds opened new FlexShares US Quality Low Volatility Index Fund positions in Q1 2026 and 7 closed out, a net change of -1 holder.
  • The largest FlexShares US Quality Low Volatility Index Fund buyer in Q1 2026 was Northern Trust, an estimated $36.8M added.
  • The largest FlexShares US Quality Low Volatility Index Fund seller in Q1 2026 was Two Sigma Investments, an estimated $1.48M sold.

Based on aggregated 13F filings for Q1 2026.