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FlexShares US Quality Low Volatility Index Fund
QLV

Overview Fund Activity

25 hedge funds and large institutions have $61.1M invested in FlexShares US Quality Low Volatility Index Fund in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
9
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$6.34M
2
Bank of America
2
Bank of America
North Carolina
$13.4M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.66M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.14M
5
CRI
5
Colonial River Investments
Virginia
$1.79M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
CAG
2
Crestwood Advisors Group
Massachusetts
$1.91M
3
UBS Group
3
UBS Group
Switzerland
$19.2K
4
OMC
4
Old Mission Capital
Illinois
$0
5
Northern Trust
5
Northern Trust
Illinois
$17.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
1
Northern Trust
Illinois
$17.5M 262,621 -1,853 -0.7%
Bank of America
2
Bank of America
North Carolina
$13.4M 201,165 +5,503 +3%
LPL Financial
3
LPL Financial
California
$6.34M 95,355 +22,704 +31%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.66M 70,075 +2,411 +4%
Morgan Stanley
5
Morgan Stanley
New York
$3.11M 46,705 -1,634 -3%
UBG
6
United Bank (Georgia)
Georgia
$2.79M 41,953 -1,569 -4%
CAG
7
Crestwood Advisors Group
Massachusetts
$1.91M 28,765 -15,026 -34%
MML Investors Services
8
MML Investors Services
Massachusetts
$1.81M 27,180 -227 -0.8%
CRI
9
Colonial River Investments
Virginia
$1.79M 26,924 +274 +1%
AWM
10
Axxcess Wealth Management
California
$1.78M 26,813 +203 +0.8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.14M 17,140 +2,334 +16%
BWA
12
Beam Wealth Advisors
Louisiana
$1.02M 15,304 +240 +2%
HA
13
Herold Advisors
New York
$952K 14,315 -670 -4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$726K 10,915 -1,289 -11%
Osaic Holdings
15
Osaic Holdings
Arizona
$708K 10,651 -568 -5%
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$407K 6,121 -5 -0.1%
SB
17
Strategic Blueprint
Georgia
$299K 4,500 – –
BAM
18
Bellevue Asset Management
Washington
$261K 3,929 +146 +4%
WS
19
Wedbush Securities
California
$235K 3,540 – –
PA
20
Parallel Advisors
California
$185K 2,786 – –
IA
21
IFP Advisors
Florida
$66.5K 1,000 – –
UBS Group
22
UBS Group
Switzerland
$19.2K 289 -6,484 -96%
US Bancorp
23
US Bancorp
Minnesota
$7.05K 106 +106 New
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$6.65K 100 +100 New
Fidelity Investments
25
Fidelity Investments
Massachusetts
$3.46K 52 +51 +5,100%
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