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FlexShares US Quality Low Volatility Index Fund

33 hedge funds and large institutions have $85.5M invested in FlexShares US Quality Low Volatility Index Fund in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $82.5M → $85.5M (+$2.95M)

0% more funds holding

Funds holding: 3333 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

1.15% less ownership

Funds ownership: 59.11%57.96% (-1.1%)

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

Holders
33
Holders Change
Holders Change %
0%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
14
Closed
2
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
$27.4M -$791K -11,321 -3%
Northern Trust
2
Northern Trust
Illinois
$22.6M -$652K -9,339 -3%
LPL Financial
3
LPL Financial
California
$11.1M +$141K +2,025 +1%
Morgan Stanley
4
Morgan Stanley
New York
$4.6M +$241K +3,446 +6%
UBG
5
United Bank (Georgia)
Georgia
$3.25M -$91.3K -1,307 -3%
PFSC
6
Peoples Financial Services Corp
Pennsylvania
$2.46M +$67.3K +964 +3%
CAG
7
Crestwood Advisors Group
Massachusetts
$1.3M -$15.1K -216 -1%
PAG
8
Private Advisor Group
New Jersey
$1.06M +$38K +544 +4%
BWA
9
Beam Wealth Advisors
Louisiana
$966K -$110K -1,571 -10%
OMC
10
Old Mission Capital
Illinois
$955K +$928K +13,281 New
CAS
11
Coppell Advisory Solutions
Texas
$944K +$36.8K +527 +4%
MML Investors Services
12
MML Investors Services
Massachusetts
$891K -$34.9K -499 -4%
HA
13
Herold Advisors
New York
$882K -$143K -2,051 -14%
Goldman Sachs
14
Goldman Sachs
New York
$753K
Citadel Advisors
15
Citadel Advisors
Florida
$694K +$212K +3,035 +46%
CRI
16
Colonial River Investments
Virginia
$669K -$53K -759 -8%
AWM
17
Axxcess Wealth Management
California
$659K -$62.8K -899 -9%
Osaic Holdings
18
Osaic Holdings
Arizona
$641K +$20.6K +295 +3%
EH
19
Equitable Holdings
New York
$630K -$451K -6,455 -42%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$601K +$1.54K +22 +0.3%
AQR Capital Management
21
AQR Capital Management
Connecticut
$401K -$15K -215 -4%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$395K -$13.2K -189 -3%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$355K -$6.84K -98 -2%
WAP
24
Wealthcare Advisory Partners
Pennsylvania
$349K +$489 +7 +0.1%
BAM
25
Bellevue Asset Management
Washington
$260K

QLV Hedge Fund Activity: Q3 2025 in Review

33 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in FlexShares US Quality Low Volatility Index Fund (QLV) for Q3 2025, worth a combined $85.5M — up 3.6% from $82.5M a quarter earlier.

Fund positioning in QLV was balanced in Q3 2025: 2 funds opened new positions, 2 closed out, 10 added to existing stakes and 14 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $928K. The largest seller was Two Sigma Investments, exiting entirely with an estimated $872K sold.

  • 33 institutional investors held FlexShares US Quality Low Volatility Index Fund (QLV) as of Q3 2025, unchanged from Q2 2025.
  • Funds reported $85.5M of FlexShares US Quality Low Volatility Index Fund stock for Q3 2025, up 3.6% quarter-over-quarter.
  • 2 funds opened new FlexShares US Quality Low Volatility Index Fund positions in Q3 2025 and 2 closed out, a net change of 0 holders.
  • The largest FlexShares US Quality Low Volatility Index Fund buyer in Q3 2025 was Old Mission Capital, an estimated $928K added.
  • The largest FlexShares US Quality Low Volatility Index Fund seller in Q3 2025 was Two Sigma Investments, an estimated $872K sold.

Based on aggregated 13F filings for Q3 2025.