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FlexShares US Quality Low Volatility Index Fund
QLV

Overview Fund Activity

25 hedge funds and large institutions have $83.4M invested in FlexShares US Quality Low Volatility Index Fund in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 17 reducing their positions, and 5 closing their positions.

Holders
25
Holders Change
-4
Holders Change %
-13.79%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
3
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$3.87M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.08M
3
SB
3
Strategic Blueprint
Georgia
$305K
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$61

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$16.1M
2
Bank of America
2
Bank of America
North Carolina
$13.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$684K
4
CRI
4
Colonial River Investments
Virginia
$1.63M
5
CAG
5
Crestwood Advisors Group
Massachusetts
$29.5M
Name Market Value Shares Shares
Change 		Shares
Change %
CAG
1
Crestwood Advisors Group
Massachusetts
$29.5M 483,304 -19,164 -4%
Northern Trust
2
Northern Trust
Illinois
$16.1M 263,532 -712,020 -73%
Bank of America
3
Bank of America
North Carolina
$13.8M 226,947 -43,305 -16%
LPL Financial
4
LPL Financial
California
$3.87M 63,552 +6,721 +12%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.82M 62,604 -2,774 -4%
Morgan Stanley
6
Morgan Stanley
New York
$2.75M 45,157 -16,675 -27%
UBG
7
United Bank (Georgia)
Georgia
$2.71M 44,386 -6,910 -13%
MML Investors Services
8
MML Investors Services
Massachusetts
$1.97M 32,245 -7,522 -19%
CRI
9
Colonial River Investments
Virginia
$1.63M 26,790 -21,620 -45%
Citadel Advisors
10
Citadel Advisors
Florida
$1.08M 17,736 +4,116 +30%
BG
11
Benedetti & Gucer
Georgia
$903K 14,819 -1,098 -7%
HA
12
Herold Advisors
New York
$858K 14,075 -3,737 -21%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$745K 12,218 -62 -0.5%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$735K 12,055 -187 -2%
Osaic Holdings
15
Osaic Holdings
Arizona
$684K 11,213 -22,914 -67%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$596K 9,777 -8,609 -47%
WAP
17
Wealthcare Advisory Partners
Pennsylvania
$374K 6,130 -3,826 -38%
OMC
18
Old Mission Capital
Illinois
$313K 5,130 -2,222 -30%
SB
19
Strategic Blueprint
Georgia
$305K 5,000 +1,100 +28%
WS
20
Wedbush Securities
California
$220K 3,617 – –
BAM
21
Bellevue Asset Management
Washington
$219K 3,589 -6,743 -65%
PA
22
Parallel Advisors
California
$170K 2,786 – –
IA
23
IFP Advisors
Florida
$61K 1,000 – –
AAG
24
Armstrong Advisory Group
Massachusetts
$23.6K 420 – –
Fidelity Investments
25
Fidelity Investments
Massachusetts
$61 1 +1 New
1
2