FlexShares US Quality Low Volatility Index Fund
QLV
16 hedge funds and large institutions have $80.2M invested in FlexShares US Quality Low Volatility Index Fund in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 2 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 2
112% more capital invested
Capital invested by funds: $37.9M → $80.2M (+$42.3M)
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
28.85% more ownership
Funds ownership: 30.19% → 59.04% (+29%)
14% more funds holding
Funds holding: 14 → 16 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$38.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.89M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$593K |
| 4 |
HIM
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
+$254K |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$189K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
-$456K |
| 2 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
-$281K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$224K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$33K |
| 5 |
Morgan Stanley
New York
|
-$1K |
QLV Hedge Fund Activity: Q1 2021 in Review
16 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in FlexShares US Quality Low Volatility Index Fund (QLV) for Q1 2021, worth a combined $80.2M — up 112% from $37.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new QLV positions and 3 closed out — a net gain of 2 holders — while 6 added to existing stakes and 2 trimmed.
The largest buyer was Northern Trust, adding an estimated $38.1M. The largest seller was Sheets Smith Wealth Management, exiting entirely with an estimated $456K sold.
- 16 institutional investors held FlexShares US Quality Low Volatility Index Fund (QLV) as of Q1 2021, up from 14 in Q4 2020.
- Funds reported $80.2M of FlexShares US Quality Low Volatility Index Fund stock for Q1 2021, up 112% quarter-over-quarter.
- 5 funds opened new FlexShares US Quality Low Volatility Index Fund positions in Q1 2021 and 3 closed out, a net change of +2 holders.
- The largest FlexShares US Quality Low Volatility Index Fund buyer in Q1 2021 was Northern Trust, an estimated $38.1M added.
- The largest FlexShares US Quality Low Volatility Index Fund seller in Q1 2021 was Sheets Smith Wealth Management, an estimated $456K sold.
Based on aggregated 13F filings for Q1 2021.