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FlexShares US Quality Low Volatility Index Fund
QLV

Overview Fund Activity

24 hedge funds and large institutions have $116M invested in FlexShares US Quality Low Volatility Index Fund in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
–
Holders Change %
0%
% of All Funds
0.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
8
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
$3.07M
2
Morgan Stanley
Morgan Stanley
New York
$1.6M
3
Citadel Advisors
Citadel Advisors
Florida
$340K
4
CAG
Crestwood Advisors Group
Massachusetts
$26.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$594K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$14.3M
2
Northern Trust
Northern Trust
Illinois
$49.4M
3
SMC
Smith, Moore & Co
Missouri
$0
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$49.4M -$1.27M -24,641 -3%
CAG
2
Crestwood Advisors Group
Massachusetts
$26.5M +$276K +5,356 +1%
Bank of America
3
Bank of America
North Carolina
$14.3M -$3.31M -64,277 -19%
BAM
4
Bellevue Asset Management
Washington
$4.25M -$98.8K -1,918 -2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.21M +$154K +2,980 +5%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.07M +$1.57M +30,380 +104%
UBG
7
United Bank (Georgia)
Georgia
$2.72M -$112K -2,181 -4%
MML Investors Services
8
MML Investors Services
Massachusetts
$2.41M -$393K -7,622 -14%
CRI
9
Colonial River Investments
Virginia
$2.34M -$118K -2,297 -5%
Morgan Stanley
10
Morgan Stanley
New York
$1.6M +$827K +16,048 +107%
LPL Financial
11
LPL Financial
California
$1.49M +$231K +4,474 +18%
HA
12
Herold Advisors
New York
$875K -$66.1K -1,283 -7%
BG
13
Benedetti & Gucer
Georgia
$846K +$16.2K +315 +2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$629K +$2.47K +48 +0.4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$594K +$241K +4,675 +68%
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$508K -$37.6K -729 -7%
Citadel Advisors
17
Citadel Advisors
Florida
$340K +$340K +6,604 New
PA
18
Parallel Advisors
California
$144K – – –
UBS Group
19
UBS Group
Switzerland
$84.7K +$84.7K +1,643 New
UB
20
UMB Bank
Missouri
$63.2K – – –
DWA
21
Delos Wealth Advisors
Texas
$52.5K – – –
IA
22
IFP Advisors
Florida
$51.5K – – –
PTC
23
Private Trust Company
Ohio
$11.6K -$19.7K -382 -63%
Wells Fargo
24
Wells Fargo
California
$39 +$39 +1 New
SMC
25
Smith, Moore & Co
Missouri
– -$801K -14,991 Closed
1
2