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FlexShares US Quality Low Volatility Index Fund

33 hedge funds and large institutions have $82.5M invested in FlexShares US Quality Low Volatility Index Fund in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

18% more capital invested

Capital invested by funds: $69.6M → $82.5M (+$12.9M)

10% more funds holding

Funds holding: 3033 (+3)

3.49% more ownership

Funds ownership: 55.62%59.11% (+3.5%)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
11
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$26.7M +$7.28M +110,994 +40%
Northern Trust
2
Northern Trust
Illinois
$22.1M -$108K -1,650 -0.5%
LPL Financial
3
LPL Financial
California
$10.3M +$417K +6,360 +4%
Morgan Stanley
4
Morgan Stanley
New York
$4.12M -$3.15K -48 -0.1%
UBG
5
United Bank (Georgia)
Georgia
$3.16M -$10.2K -155 -0.3%
PFSC
6
Peoples Financial Services Corp
Pennsylvania
$2.26M +$2.18M +33,185 New
CAG
7
Crestwood Advisors Group
Massachusetts
$1.24M -$141K -2,151 -11%
EH
8
Equitable Holdings
New York
$1.04M +$658K +10,037 +194%
BWA
9
Beam Wealth Advisors
Louisiana
$1.02M -$17.8K -271 -2%
HA
10
Herold Advisors
New York
$975K +$66 +1 +0%
PAG
11
Private Advisor Group
New Jersey
$963K +$187K +2,856 +25%
MML Investors Services
12
MML Investors Services
Massachusetts
$877K -$34.6K -527 -4%
Two Sigma Investments
13
Two Sigma Investments
New York
$872K -$111K -1,700 -12%
CAS
14
Coppell Advisory Solutions
Texas
$858K +$68K +1,037 +9%
Goldman Sachs
15
Goldman Sachs
New York
$712K -$4.79K -73 -0.7%
CRI
16
Colonial River Investments
Virginia
$691K -$11.9K -182 -2%
AWM
17
Axxcess Wealth Management
California
$685K +$42.5K +648 +7%
Osaic Holdings
18
Osaic Holdings
Arizona
$598K +$76.6K +1,168 +15%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$567K +$1.51K +23 +0.3%
Citadel Advisors
20
Citadel Advisors
Florida
$450K +$434K +6,614 New
AQR Capital Management
21
AQR Capital Management
Connecticut
$394K +$379K +5,785 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$387K -$25.2K -384 -6%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$342K +$330K +5,027 New
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$329K -$2.75K -42 -0.9%
BAM
25
Bellevue Asset Management
Washington
$246K +$1.77K +27 +0.8%

QLV Hedge Fund Activity: Q2 2025 in Review

33 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in FlexShares US Quality Low Volatility Index Fund (QLV) for Q2 2025, worth a combined $82.5M — up 18% from $69.6M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new QLV positions and 4 closed out — a net gain of 3 holders — while 11 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $7.28M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1M sold.

  • 33 institutional investors held FlexShares US Quality Low Volatility Index Fund (QLV) as of Q2 2025, up from 30 in Q1 2025.
  • Funds reported $82.5M of FlexShares US Quality Low Volatility Index Fund stock for Q2 2025, up 18% quarter-over-quarter.
  • 7 funds opened new FlexShares US Quality Low Volatility Index Fund positions in Q2 2025 and 4 closed out, a net change of +3 holders.
  • The largest FlexShares US Quality Low Volatility Index Fund buyer in Q2 2025 was Bank of America, an estimated $7.28M added.
  • The largest FlexShares US Quality Low Volatility Index Fund seller in Q2 2025 was Susquehanna International Group, an estimated $1M sold.

Based on aggregated 13F filings for Q2 2025.