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FlexShares US Quality Low Volatility Index Fund
QLV

Overview Fund Activity

29 hedge funds and large institutions have $126M invested in FlexShares US Quality Low Volatility Index Fund in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
29
Holders Change
+5
Holders Change %
+20.83%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
10
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$3.48M
2
LPL Financial
2
LPL Financial
California
$3.19M
3
Northern Trust
3
Northern Trust
Illinois
$54.8M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$688K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$464K

Top Sellers

1
BAM
1
Bellevue Asset Management
Washington
$581K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.92M
3
CAG
3
Crestwood Advisors Group
Massachusetts
$28.2M
4
Bank of America
4
Bank of America
North Carolina
$15.2M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$2.24M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$54.8M 975,552 +15,913 +2%
CAG
2
Crestwood Advisors Group
Massachusetts
$28.2M 502,468 -12,298 -2%
Bank of America
3
Bank of America
North Carolina
$15.2M 270,252 -7,094 -3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.67M 65,378 +3,141 +5%
Morgan Stanley
5
Morgan Stanley
New York
$3.48M 61,832 +30,753 +99%
LPL Financial
6
LPL Financial
California
$3.19M 56,831 +27,857 +96%
UBG
7
United Bank (Georgia)
Georgia
$2.88M 51,296 -1,583 -3%
CRI
8
Colonial River Investments
Virginia
$2.72M 48,410 +3,079 +7%
MML Investors Services
9
MML Investors Services
Massachusetts
$2.24M 39,767 -7,046 -15%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.92M 34,127 -25,477 -43%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.03M 18,386 +6,857 +59%
HA
12
Herold Advisors
New York
$1M 17,812 +831 +5%
BG
13
Benedetti & Gucer
Georgia
$895K 15,917 -500 -3%
Citadel Advisors
14
Citadel Advisors
Florida
$766K 13,620 +7,016 +106%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$690K 12,280 +64 +0.5%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$688K 12,242 +12,242 New
BAM
17
Bellevue Asset Management
Washington
$581K 10,332 -72,107 -87%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$560K 9,956 +105 +1%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$464K 8,253 +8,253 New
OMC
20
Old Mission Capital
Illinois
$413K 7,352 +7,352 New
SB
21
Strategic Blueprint
Georgia
$219K 3,900 +3,900 New
VPIM
22
Vanguard Personalized Indexing Management
California
$210K 3,735 +3,735 New
WS
23
Wedbush Securities
California
$203K 3,617 +3,617 New
PA
24
Parallel Advisors
California
$157K 2,786 – –
IA
25
IFP Advisors
Florida
$56.2K 1,000 – –
1
2