FlexShares US Quality Low Volatility Index Fund
QLV
11 hedge funds and large institutions have $28M invested in FlexShares US Quality Low Volatility Index Fund in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and 0 closing their positions.
83% more funds holding
Funds holding: 6 → 11 (+5)
82% more capital invested
Capital invested by funds: $15.4M → $28M (+$12.6M)
7.52% less ownership
Funds ownership: 56.12% → 48.6% (-7.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$4.19M |
| 2 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
+$1.4M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.05M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$974K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$952K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Northern Trust
Chicago,
Illinois
| $21.1M | +$4.19M | +110,050 | +26% |
|
|
WWM
2
WT Wealth Management
Scottsdale,
Arizona
| $1.46M | +$1.4M | +36,849 | New |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $1.22M | +$1.05M | +27,517 | +834% |
|
|
4
Envestnet Asset Management
Chicago,
Illinois
| $1.02M | +$974K | +25,606 | New |
|
|
5
Bank of America
Charlotte,
North Carolina
| $993K | +$952K | +25,025 | New |
|
6
Citadel Advisors
Miami,
Florida
| $857K | +$822K | +21,594 | New |
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $496K | +$174K | +4,574 | +58% |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $331K | +$54K | +1,420 | +21% |
|
|
BAM
9
Bellevue Asset Management
Bellevue,
Washington
| $243K | +$101K | +2,649 | +76% |
|
|
GWM
10
Geneos Wealth Management
Englewood,
Colorado
| $198K | +$15.4K | +406 | +9% |
|
11
Wells Fargo
San Francisco,
California
| – | +$38 | +1 | New |
|
QLV Hedge Fund Activity: Q2 2020 in Review
11 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in FlexShares US Quality Low Volatility Index Fund (QLV) for Q2 2020, worth a combined $28M — up 82% from $15.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new QLV positions and 0 closed out — a net gain of 5 holders — while 6 added to existing stakes and 0 trimmed.
The largest buyer was Northern Trust, adding an estimated $4.19M.
- 11 institutional investors held FlexShares US Quality Low Volatility Index Fund (QLV) as of Q2 2020, up from 6 in Q1 2020.
- Funds reported $28M of FlexShares US Quality Low Volatility Index Fund stock for Q2 2020, up 82% quarter-over-quarter.
- 5 funds opened new FlexShares US Quality Low Volatility Index Fund positions in Q2 2020 and 0 closed out, a net change of +5 holders.
- The largest FlexShares US Quality Low Volatility Index Fund buyer in Q2 2020 was Northern Trust, an estimated $4.19M added.
Based on aggregated 13F filings for Q2 2020.