FlexShares US Quality Low Volatility Index Fund
QLV
26 hedge funds and large institutions have $96.2M invested in FlexShares US Quality Low Volatility Index Fund in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 4 reducing their positions, and 6 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 4
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
11% more capital invested
Capital invested by funds: $86.8M → $96.2M (+$9.47M)
4% more funds holding
Funds holding: 25 → 26 (+1)
0.7% more ownership
Funds ownership: 53.13% → 53.83% (+0.7%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$14M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$796K |
| 3 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
+$756K |
| 4 |
BG
Benedetti & Gucer
Atlanta,
Georgia
|
+$621K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$386K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$4.24M |
| 2 |
TFA
Teamwork Financial Advisors
San Antonio,
Texas
|
-$2.02M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.97M |
| 4 |
CRI
Colonial River Investments
Midlothian,
Virginia
|
-$1.06M |
| 5 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
-$926K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
26
Belpointe Asset Management
Reno,
Nevada
| $3.6K | – | – | – |
|
27
Wells Fargo
San Francisco,
California
| $13 | – | – | – |
|
|
TFA
28
Teamwork Financial Advisors
San Antonio,
Texas
| – | -$2.02M | -40,092 | Closed |
|
|
AWM
29
AE Wealth Management
Topeka,
Kansas
| – | -$1.97M | -39,264 | Closed |
|
|
IFA
30
Interactive Financial Advisors
New Lenox,
Illinois
| – | -$926K | -18,418 | Closed |
|
|
BIM
31
Bridges Investment Management
Omaha,
Nebraska
| – | -$373K | -7,420 | Closed |
|
|
CFGS
32
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$28.6K | -564 | Closed |
|
|
NA
33
NewEdge Advisors
New Orleans,
Louisiana
| – | -$101 | -2 | Closed |
|
QLV Hedge Fund Activity: Q1 2023 in Review
26 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FlexShares US Quality Low Volatility Index Fund (QLV) for Q1 2023, worth a combined $96.2M — up 11% from $86.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new QLV positions and 6 closed out — a net gain of 1 holder — while 12 added to existing stakes and 4 trimmed.
The largest buyer was Bank of America, adding an estimated $14M. The largest seller was Northern Trust, cutting an estimated $4.24M.
- 26 institutional investors held FlexShares US Quality Low Volatility Index Fund (QLV) as of Q1 2023, up from 25 in Q4 2022.
- Funds reported $96.2M of FlexShares US Quality Low Volatility Index Fund stock for Q1 2023, up 11% quarter-over-quarter.
- 7 funds opened new FlexShares US Quality Low Volatility Index Fund positions in Q1 2023 and 6 closed out, a net change of +1 holder.
- The largest FlexShares US Quality Low Volatility Index Fund buyer in Q1 2023 was Bank of America, an estimated $14M added.
- The largest FlexShares US Quality Low Volatility Index Fund seller in Q1 2023 was Northern Trust, an estimated $4.24M sold.
Based on aggregated 13F filings for Q1 2023.