FlexShares US Quality Low Volatility Index Fund
QLV
13 hedge funds and large institutions have $32.3M invested in FlexShares US Quality Low Volatility Index Fund in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
18% more funds holding
Funds holding: 11 → 13 (+2)
16% more capital invested
Capital invested by funds: $28M → $32.3M (+$4.34M)
19.32% less ownership
Funds ownership: 48.6% → 29.28% (-19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Bellevue Asset Management
Bellevue,
Washington
|
+$1.77M |
| 2 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
+$1.03M |
| 3 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
+$420K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$231K |
| 5 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
+$131K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$857K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$325K |
| 3 |
Northern Trust
Chicago,
Illinois
|
-$149K |
QLV Hedge Fund Activity: Q3 2020 in Review
13 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in FlexShares US Quality Low Volatility Index Fund (QLV) for Q3 2020, worth a combined $32.3M — up 16% from $28M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new QLV positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 2 trimmed.
The largest buyer was Bellevue Asset Management, adding an estimated $1.77M. The largest seller was Citadel Advisors, exiting entirely with an estimated $857K sold.
- 13 institutional investors held FlexShares US Quality Low Volatility Index Fund (QLV) as of Q3 2020, up from 11 in Q2 2020.
- Funds reported $32.3M of FlexShares US Quality Low Volatility Index Fund stock for Q3 2020, up 16% quarter-over-quarter.
- 3 funds opened new FlexShares US Quality Low Volatility Index Fund positions in Q3 2020 and 1 closed out, a net change of +2 holders.
- The largest FlexShares US Quality Low Volatility Index Fund buyer in Q3 2020 was Bellevue Asset Management, an estimated $1.77M added.
- The largest FlexShares US Quality Low Volatility Index Fund seller in Q3 2020 was Citadel Advisors, an estimated $857K sold.
Based on aggregated 13F filings for Q3 2020.