FlexShares US Quality Low Volatility Index Fund
QLV
25 hedge funds and large institutions have $61.1M invested in FlexShares US Quality Low Volatility Index Fund in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 5 closing their positions.
4% more capital invested
Capital invested by funds: $58.7M → $61.1M (+$2.32M)
0.51% less ownership
Funds ownership: 45.31% → 44.8% (-0.51%)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
11% less funds holding
Funds holding: 28 → 25 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.46M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$354K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$155K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$150K |
| 5 |
CRI
Colonial River Investments
Midlothian,
Virginia
|
+$17.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.41M |
| 2 |
CAG
Crestwood Advisors Group
Boston,
Massachusetts
|
-$967K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$417K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$245K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$119K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $17 | -$64 | -1 | Closed |
|
|
27
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.41M | -22,669 | Closed |
|
|
OMC
28
Old Mission Capital
Chicago,
Illinois
| – | -$245K | -3,932 | Closed |
|
|
MA
29
Marquette Associates
Chicago,
Illinois
| – | -$116K | -1,853 | Closed |
|
|
AAG
30
Armstrong Advisory Group
Needham,
Massachusetts
| – | -$26.2K | -420 | Closed |
|
QLV Hedge Fund Activity: Q3 2024 in Review
25 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FlexShares US Quality Low Volatility Index Fund (QLV) for Q3 2024, worth a combined $61.1M — up 4% from $58.7M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of QLV and 2 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 9 added.
The largest buyer was LPL Financial, adding an estimated $1.46M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.41M sold.
- 25 institutional investors held FlexShares US Quality Low Volatility Index Fund (QLV) as of Q3 2024, down from 28 in Q2 2024.
- Funds reported $61.1M of FlexShares US Quality Low Volatility Index Fund stock for Q3 2024, up 4% quarter-over-quarter.
- 2 funds opened new FlexShares US Quality Low Volatility Index Fund positions in Q3 2024 and 5 closed out, a net change of -3 holders.
- The largest FlexShares US Quality Low Volatility Index Fund buyer in Q3 2024 was LPL Financial, an estimated $1.46M added.
- The largest FlexShares US Quality Low Volatility Index Fund seller in Q3 2024 was Susquehanna International Group, an estimated $1.41M sold.
Based on aggregated 13F filings for Q3 2024.