FlexShares US Quality Low Volatility Index Fund
QLV
20 hedge funds and large institutions have $97.3M invested in FlexShares US Quality Low Volatility Index Fund in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
33% more funds holding
Funds holding: 15 → 20 (+5)
12% more capital invested
Capital invested by funds: $87M → $97.3M (+$10.3M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.33% less ownership
Funds ownership: 59.14% → 57.8% (-1.3%)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBG
United Bank (Georgia)
Zebulon,
Georgia
|
+$2.09M |
| 2 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
+$694K |
| 3 |
BIM
Bridges Investment Management
Omaha,
Nebraska
|
+$404K |
| 4 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
+$187K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$122K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$2.15M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$797K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$234K |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$193K |
| 5 |
Morgan Stanley
New York
|
-$162K |
QLV Hedge Fund Activity: Q4 2021 in Review
20 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in FlexShares US Quality Low Volatility Index Fund (QLV) for Q4 2021, worth a combined $97.3M — up 12% from $87M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new QLV positions and 1 closed out — a net gain of 5 holders — while 6 added to existing stakes and 8 trimmed.
The largest buyer was United Bank (Georgia), opening a new position worth an estimated $2.09M. The largest seller was Northern Trust, cutting an estimated $2.15M.
- 20 institutional investors held FlexShares US Quality Low Volatility Index Fund (QLV) as of Q4 2021, up from 15 in Q3 2021.
- Funds reported $97.3M of FlexShares US Quality Low Volatility Index Fund stock for Q4 2021, up 12% quarter-over-quarter.
- 6 funds opened new FlexShares US Quality Low Volatility Index Fund positions in Q4 2021 and 1 closed out, a net change of +5 holders.
- The largest FlexShares US Quality Low Volatility Index Fund buyer in Q4 2021 was United Bank (Georgia), an estimated $2.09M added.
- The largest FlexShares US Quality Low Volatility Index Fund seller in Q4 2021 was Northern Trust, an estimated $2.15M sold.
Based on aggregated 13F filings for Q4 2021.