FlexShares US Quality Low Volatility Index Fund
QLV
15 hedge funds and large institutions have $87M invested in FlexShares US Quality Low Volatility Index Fund in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 2 closing their positions.
1.43% more ownership
Funds ownership: 57.71% → 59.14% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% less capital invested
Capital invested by funds: $87.1M → $87M (-$84K)
17% less funds holding
Funds holding: 18 → 15 (-3)
29% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 7
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.37M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$513K |
| 3 |
Morgan Stanley
New York
|
+$316K |
| 4 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
+$131K |
| 5 |
BAM
Bellevue Asset Management
Bellevue,
Washington
|
+$80.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$1.99M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$443K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$422K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$267K |
| 5 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
-$45.6K |
QLV Hedge Fund Activity: Q3 2021 in Review
15 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in FlexShares US Quality Low Volatility Index Fund (QLV) for Q3 2021, worth a combined $87M — down 0.1% from $87.1M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of QLV and 1 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 5 added.
The largest buyer was LPL Financial, opening a new position worth an estimated $1.37M. The largest seller was Northern Trust, cutting an estimated $1.99M.
- 15 institutional investors held FlexShares US Quality Low Volatility Index Fund (QLV) as of Q3 2021, down from 18 in Q2 2021.
- Funds reported $87M of FlexShares US Quality Low Volatility Index Fund stock for Q3 2021, down 0.1% quarter-over-quarter.
- 1 fund opened new FlexShares US Quality Low Volatility Index Fund positions in Q3 2021 and 2 closed out, a net change of -1 holder.
- The largest FlexShares US Quality Low Volatility Index Fund buyer in Q3 2021 was LPL Financial, an estimated $1.37M added.
- The largest FlexShares US Quality Low Volatility Index Fund seller in Q3 2021 was Northern Trust, an estimated $1.99M sold.
Based on aggregated 13F filings for Q3 2021.