FlexShares US Quality Low Volatility Index Fund
QLV
28 hedge funds and large institutions have $58.7M invested in FlexShares US Quality Low Volatility Index Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
12% more funds holding
Funds holding: 25 → 28 (+3)
6.32% less ownership
Funds ownership: 51.63% → 45.31% (-6.3%)
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
30% less capital invested
Capital invested by funds: $83.4M → $58.7M (-$24.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$1.61M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.37M |
| 3 |
BWA
Beam Wealth Advisors
Covington,
Louisiana
|
+$914K |
| 4 |
LPL Financial
San Diego,
California
|
+$552K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$411K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAG
Crestwood Advisors Group
Boston,
Massachusetts
|
-$26.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.08M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$735K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$293K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAG
26
Armstrong Advisory Group
Needham,
Massachusetts
| $26.2K | – | – | – |
|
27
Fidelity Investments
Boston,
Massachusetts
| $62 | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $51 | +$61 | +1 | New |
|
|
29
Citadel Advisors
Miami,
Florida
| – | -$1.08M | -17,736 | Closed |
|
|
RJFSA
30
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$735K | -12,055 | Closed |
|
QLV Hedge Fund Activity: Q2 2024 in Review
28 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FlexShares US Quality Low Volatility Index Fund (QLV) for Q2 2024, worth a combined $58.7M — down 30% from $83.4M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new QLV positions and 2 closed out — a net gain of 4 holders — while 8 added to existing stakes and 10 trimmed.
The largest buyer was Axxcess Wealth Management, opening a new position worth an estimated $1.61M. The largest seller was Crestwood Advisors Group, cutting an estimated $26.7M.
- 28 institutional investors held FlexShares US Quality Low Volatility Index Fund (QLV) as of Q2 2024, up from 25 in Q1 2024.
- Funds reported $58.7M of FlexShares US Quality Low Volatility Index Fund stock for Q2 2024, down 30% quarter-over-quarter.
- 6 funds opened new FlexShares US Quality Low Volatility Index Fund positions in Q2 2024 and 2 closed out, a net change of +4 holders.
- The largest FlexShares US Quality Low Volatility Index Fund buyer in Q2 2024 was Axxcess Wealth Management, an estimated $1.61M added.
- The largest FlexShares US Quality Low Volatility Index Fund seller in Q2 2024 was Crestwood Advisors Group, an estimated $26.7M sold.
Based on aggregated 13F filings for Q2 2024.