FlexShares US Quality Low Volatility Index Fund
QLV
19 hedge funds and large institutions have $94.5M invested in FlexShares US Quality Low Volatility Index Fund in 2022 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 2 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $97.3M → $94.5M (-$2.8M)
2.3% less ownership
Funds ownership: 57.8% → 55.5% (-2.3%)
5% less funds holding
Funds holding: 20 → 19 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.24M |
| 2 |
UBG
United Bank (Georgia)
Zebulon,
Georgia
|
+$545K |
| 3 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
+$463K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$374K |
| 5 |
BAM
Bellevue Asset Management
Bellevue,
Washington
|
+$353K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CP
Castleview Partners
Dallas,
Texas
|
-$2.65M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$1.27M |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$1.23M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$206K |
| 5 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
-$154K |
QLV Hedge Fund Activity: Q1 2022 in Review
19 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FlexShares US Quality Low Volatility Index Fund (QLV) for Q1 2022, worth a combined $94.5M — down 2.9% from $97.3M 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 9 added.
The largest buyer was Royal Bank of Canada, opening a new position worth an estimated $1.24M. The largest seller was Castleview Partners, cutting an estimated $2.65M.
- 19 institutional investors held FlexShares US Quality Low Volatility Index Fund (QLV) as of Q1 2022, down from 20 in Q4 2021.
- Funds reported $94.5M of FlexShares US Quality Low Volatility Index Fund stock for Q1 2022, down 2.9% quarter-over-quarter.
- 1 fund opened new FlexShares US Quality Low Volatility Index Fund positions in Q1 2022 and 2 closed out, a net change of -1 holder.
- The largest FlexShares US Quality Low Volatility Index Fund buyer in Q1 2022 was Royal Bank of Canada, an estimated $1.24M added.
- The largest FlexShares US Quality Low Volatility Index Fund seller in Q1 2022 was Castleview Partners, an estimated $2.65M sold.
Based on aggregated 13F filings for Q1 2022.