QLV icon

FlexShares US Quality Low Volatility Index Fund
QLV

Overview Fund Activity

28 hedge funds and large institutions have $65.5M invested in FlexShares US Quality Low Volatility Index Fund in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
9
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$18.7M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.53M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$881K
4
LPL Financial
4
LPL Financial
California
$7.08M
5
PAG
5
Private Advisor Group
New Jersey
$737K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.91M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$0
3
MML Investors Services
3
MML Investors Services
Massachusetts
$1.09M
4
Northern Trust
4
Northern Trust
Illinois
$16.6M
5
CAG
5
Crestwood Advisors Group
Massachusetts
$1.65M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$18.7M 285,936 +84,771 +42%
Northern Trust
2
Northern Trust
Illinois
$16.6M 254,138 -8,483 -3%
LPL Financial
3
LPL Financial
California
$7.08M 108,503 +13,148 +14%
Morgan Stanley
4
Morgan Stanley
New York
$3.48M 53,342 +6,637 +14%
UBG
5
United Bank (Georgia)
Georgia
$2.89M 44,260 +2,307 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.91M 29,306 -40,769 -58%
CRI
7
Colonial River Investments
Virginia
$1.87M 28,660 +1,736 +6%
AWM
8
Axxcess Wealth Management
California
$1.82M 27,895 +1,082 +4%
CAG
9
Crestwood Advisors Group
Massachusetts
$1.65M 25,264 -3,501 -12%
Citadel Advisors
10
Citadel Advisors
Florida
$1.53M 23,523 +23,523 New
MML Investors Services
11
MML Investors Services
Massachusetts
$1.09M 16,646 -10,534 -39%
BWA
12
Beam Wealth Advisors
Louisiana
$996K 15,267 -37 -0.2%
HA
13
Herold Advisors
New York
$934K 14,316 +1 +0%
Two Sigma Investments
14
Two Sigma Investments
New York
$881K 13,500 +13,500 New
PAG
15
Private Advisor Group
New Jersey
$737K 11,295 +11,295 New
Osaic Holdings
16
Osaic Holdings
Arizona
$709K 10,870 +219 +2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$537K 8,228 -2,687 -25%
WAP
18
Wealthcare Advisory Partners
Pennsylvania
$419K 6,420 +299 +5%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$397K 6,088 +6,088 New
Creative Planning
20
Creative Planning
Kansas
$306K 4,693 +4,693 New
SB
21
Strategic Blueprint
Georgia
$271K 4,150 -350 -8%
BAM
22
Bellevue Asset Management
Washington
$234K 3,596 -333 -8%
WS
23
Wedbush Securities
California
$231K 3,540 – –
PA
24
Parallel Advisors
California
$182K 2,786 – –
IA
25
IFP Advisors
Florida
$65.2K 1,000 – –
1
2