FlexShares US Quality Low Volatility Index Fund
QLV
28 hedge funds and large institutions have $65.5M invested in FlexShares US Quality Low Volatility Index Fund in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
12% more funds holding
Funds holding: 25 → 28 (+3)
8.58% more ownership
Funds ownership: 44.8% → 53.37% (+8.6%)
7% more capital invested
Capital invested by funds: $61.1M → $65.5M (+$4.41M)
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.67M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.57M |
| 3 |
Two Sigma Investments
New York
|
+$902K |
| 4 |
LPL Financial
San Diego,
California
|
+$879K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$755K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.72M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.14M |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$704K |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$567K |
| 5 |
CAG
Crestwood Advisors Group
Boston,
Massachusetts
|
-$234K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
US Bancorp
Minneapolis,
Minnesota
| $6.92K | – | – | – |
|
27
UBS Group
Zurich,
Switzerland
| $4.11K | -$15.1K | -226 | -78% |
|
|
T
28
Transce3nd
Kyle,
Texas
| $1.83K | +$1.87K | +28 | New |
|
29
Wells Fargo
San Francisco,
California
| $14 | – | – | – |
|
|
30
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$1.14M | -17,140 | Closed |
|
31
JP Morgan Chase
New York
| – | -$6.65K | -100 | Closed |
|
32
Fidelity Investments
Boston,
Massachusetts
| – | -$3.46K | -52 | Closed |
|
QLV Hedge Fund Activity: Q4 2024 in Review
28 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FlexShares US Quality Low Volatility Index Fund (QLV) for Q4 2024, worth a combined $65.5M — up 7.2% from $61.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new QLV positions and 3 closed out — a net gain of 3 holders — while 9 added to existing stakes and 9 trimmed.
The largest buyer was Bank of America, adding an estimated $5.67M. The largest seller was Envestnet Asset Management, cutting an estimated $2.72M.
- 28 institutional investors held FlexShares US Quality Low Volatility Index Fund (QLV) as of Q4 2024, up from 25 in Q3 2024.
- Funds reported $65.5M of FlexShares US Quality Low Volatility Index Fund stock for Q4 2024, up 7.2% quarter-over-quarter.
- 6 funds opened new FlexShares US Quality Low Volatility Index Fund positions in Q4 2024 and 3 closed out, a net change of +3 holders.
- The largest FlexShares US Quality Low Volatility Index Fund buyer in Q4 2024 was Bank of America, an estimated $5.67M added.
- The largest FlexShares US Quality Low Volatility Index Fund seller in Q4 2024 was Envestnet Asset Management, an estimated $2.72M sold.
Based on aggregated 13F filings for Q4 2024.