FlexShares US Quality Low Volatility Index Fund
QLV
14 hedge funds and large institutions have $37.9M invested in FlexShares US Quality Low Volatility Index Fund in 2020 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
25% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 4
17% more capital invested
Capital invested by funds: $32.3M → $37.9M (+$5.58M)
8% more funds holding
Funds holding: 13 → 14 (+1)
0.91% more ownership
Funds ownership: 29.28% → 30.19% (+0.91%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$2.54M |
| 2 |
BAM
Bellevue Asset Management
Bellevue,
Washington
|
+$630K |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$588K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$519K |
| 5 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
+$415K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$778K |
| 2 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
-$619K |
| 3 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$215K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$26.1K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$26.1K |
QLV Hedge Fund Activity: Q4 2020 in Review
14 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in FlexShares US Quality Low Volatility Index Fund (QLV) for Q4 2020, worth a combined $37.9M — up 17% from $32.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new QLV positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 4 trimmed.
The largest buyer was MML Investors Services, opening a new position worth an estimated $2.54M. The largest seller was Bank of America, cutting an estimated $778K.
- 14 institutional investors held FlexShares US Quality Low Volatility Index Fund (QLV) as of Q4 2020, up from 13 in Q3 2020.
- Funds reported $37.9M of FlexShares US Quality Low Volatility Index Fund stock for Q4 2020, up 17% quarter-over-quarter.
- 3 funds opened new FlexShares US Quality Low Volatility Index Fund positions in Q4 2020 and 2 closed out, a net change of +1 holder.
- The largest FlexShares US Quality Low Volatility Index Fund buyer in Q4 2020 was MML Investors Services, an estimated $2.54M added.
- The largest FlexShares US Quality Low Volatility Index Fund seller in Q4 2020 was Bank of America, an estimated $778K sold.
Based on aggregated 13F filings for Q4 2020.