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FlexShares US Quality Low Volatility Index Fund
QLV

Overview Fund Activity

25 hedge funds and large institutions have $86.8M invested in FlexShares US Quality Low Volatility Index Fund in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 4 closing their positions.

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.4%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
8
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$2.32M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$710K
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$601K
4
WAP
4
Wealthcare Advisory Partners
Pennsylvania
$435K
5
MML Investors Services
5
MML Investors Services
Massachusetts
$3.03M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$57.5M
2
TFA
2
Teamwork Financial Advisors
Texas
$2.02M
3
AWM
3
AE Wealth Management
Kansas
$1.97M
4
IFA
4
Interactive Financial Advisors
Illinois
$926K
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$57.5M 1,143,169 -36,425 -3%
BAM
2
Bellevue Asset Management
Washington
$4.06M 81,318 +878 +1%
CRI
3
Colonial River Investments
Virginia
$4.01M 79,741 +7,587 +11%
MML Investors Services
4
MML Investors Services
Massachusetts
$3.03M 60,214 +7,884 +15%
UBG
5
United Bank (Georgia)
Georgia
$2.81M 55,860 -2,544 -4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.32M 46,247 +19,351 +72%
TFA
7
Teamwork Financial Advisors
Texas
$2.02M 40,092 -15,487 -28%
AWM
8
AE Wealth Management
Kansas
$1.97M 39,264 -14,938 -28%
Bank of America
9
Bank of America
North Carolina
$1.7M 33,775 -265 -0.8%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.44M 28,726 +1,218 +4%
LPL Financial
11
LPL Financial
California
$1.26M 25,039 -2,350 -9%
IFA
12
Interactive Financial Advisors
Illinois
$926K 18,418 -12,779 -41%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$710K 14,119 +14,119 New
HIM
14
Hanlon Investment Management
New Jersey
$670K 13,321 +4,308 +48%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$601K 11,956 +11,956 New
Morgan Stanley
16
Morgan Stanley
New York
$542K 10,783 +7,338 +213%
WAP
17
Wealthcare Advisory Partners
Pennsylvania
$435K 8,644 +8,644 New
BIM
18
Bridges Investment Management
Nebraska
$373K 7,420 – –
HA
19
Herold Advisors
New York
$281K 5,594 +5,594 New
UBS Group
20
UBS Group
Switzerland
$58.1K 1,155 +1,136 +5,979%
IA
21
IFP Advisors
Florida
$40K 1,000 – –
CFGS
22
Concourse Financial Group Securities
Alabama
$28.4K 564 +564 New
PTC
23
Private Trust Company
Ohio
$11K 226 -49 -18%
BAM
24
Belpointe Asset Management
Nevada
$3.52K 70 +70 New
NA
25
NewEdge Advisors
Louisiana
$101 2 +2 New
1
2