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FlexShares US Quality Low Volatility Index Fund
QLV

Overview Fund Activity

28 hedge funds and large institutions have $58.7M invested in FlexShares US Quality Low Volatility Index Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 2 closing their positions.

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
8
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
Axxcess Wealth Management
California
$1.66M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.41M
3
BWA
3
Beam Wealth Advisors
Louisiana
$939K
4
LPL Financial
4
LPL Financial
California
$4.53M
5
UBS Group
5
UBS Group
Switzerland
$422K

Top Sellers

1
CAG
1
Crestwood Advisors Group
Massachusetts
$2.73M
2
Bank of America
2
Bank of America
North Carolina
$12.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$0
5
MML Investors Services
5
MML Investors Services
Massachusetts
$1.71M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$16.5M 264,474 +942 +0.4%
Bank of America
2
Bank of America
North Carolina
$12.2M 195,662 -31,285 -14%
LPL Financial
3
LPL Financial
California
$4.53M 72,651 +9,099 +14%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.22M 67,664 +5,060 +8%
Morgan Stanley
5
Morgan Stanley
New York
$3.01M 48,339 +3,182 +7%
CAG
6
Crestwood Advisors Group
Massachusetts
$2.73M 43,791 -439,513 -91%
UBG
7
United Bank (Georgia)
Georgia
$2.71M 43,522 -864 -2%
MML Investors Services
8
MML Investors Services
Massachusetts
$1.71M 27,407 -4,838 -15%
CRI
9
Colonial River Investments
Virginia
$1.66M 26,650 -140 -0.5%
AWM
10
Axxcess Wealth Management
California
$1.66M 26,610 +26,610 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.41M 22,669 +22,669 New
BWA
12
Beam Wealth Advisors
Louisiana
$939K 15,064 +15,064 New
HA
13
Herold Advisors
New York
$934K 14,985 +910 +6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$923K 14,806 +5,029 +51%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$761K 12,204 -14 -0.1%
Osaic Holdings
16
Osaic Holdings
Arizona
$699K 11,219 +6 +0.1%
UBS Group
17
UBS Group
Switzerland
$422K 6,773 +6,773 New
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$382K 6,126 -4 -0.1%
SB
19
Strategic Blueprint
Georgia
$280K 4,500 -500 -10%
OMC
20
Old Mission Capital
Illinois
$245K 3,932 -1,198 -23%
BAM
21
Bellevue Asset Management
Washington
$236K 3,783 +194 +5%
WS
22
Wedbush Securities
California
$221K 3,540 -77 -2%
PA
23
Parallel Advisors
California
$174K 2,786 – –
MA
24
Marquette Associates
Illinois
$116K 1,853 +1,853 New
IA
25
IFP Advisors
Florida
$62.3K 1,000 – –
1
2