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FlexShares Developed Markets ex-US Quality Low Volatility Index Fund

14 hedge funds and large institutions have $39.6M invested in FlexShares Developed Markets ex-US Quality Low Volatility Index Fund in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

0.05% more ownership

Funds ownership: 57.77%57.82% (+0.05%)

0% more funds holding

Funds holding: 1414 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

4% less capital invested

Capital invested by funds: $41.2M → $39.6M (-$1.67M)

Holders
14
Holders Change
Holders Change %
0%
% of All Funds
0.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
7
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$24.6M -$3.89M -154,260 -13%
Citadel Advisors
2
Citadel Advisors
Florida
$4.57M +$3.51M +139,141 +291%
OMC
3
Old Mission Capital
Illinois
$2.99M +$1.59M +63,267 +107%
Jane Street
4
Jane Street
New York
$2.8M -$1.94M -76,917 -40%
EAM
5
Empirical Asset Management
Massachusetts
$2.08M +$19.1K +756 +0.9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$608K -$18.3K -727 -3%
UB
7
UMB Bank
Missouri
$497K +$490K +19,429 +2,089%
Bank of America
8
Bank of America
North Carolina
$415K +$40.2K +1,594 +10%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$358K +$4.11K +163 +1%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$335K +$333K +13,206 New
CRI
11
Colonial River Investments
Virginia
$295K -$40.1K -1,593 -12%
EWP
12
Elevation Wealth Partners
California
$25.1K
Osaic Holdings
13
Osaic Holdings
Arizona
$7.57K +$3.91K +155 +100%
UBS Group
14
UBS Group
Switzerland
$73 -$1.76K -70 -96%
Morgan Stanley
15
Morgan Stanley
New York
-$69K -2,705 Closed

QLVD Hedge Fund Activity: Q3 2023 in Review

14 of the 6,303 institutional investors tracked by Wall St. Rank reported a position in FlexShares Developed Markets ex-US Quality Low Volatility Index Fund (QLVD) for Q3 2023, worth a combined $39.6M — down 4.1% from $41.2M a quarter earlier.

Fund positioning in QLVD was balanced in Q3 2023: 1 fund opened new positions, 1 closed out, 7 added to existing stakes and 5 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $3.51M. The largest seller was Northern Trust, cutting an estimated $3.89M.

  • 14 institutional investors held FlexShares Developed Markets ex-US Quality Low Volatility Index Fund (QLVD) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $39.6M of FlexShares Developed Markets ex-US Quality Low Volatility Index Fund stock for Q3 2023, down 4.1% quarter-over-quarter.
  • 1 fund opened new FlexShares Developed Markets ex-US Quality Low Volatility Index Fund positions in Q3 2023 and 1 closed out, a net change of 0 holders.
  • The largest FlexShares Developed Markets ex-US Quality Low Volatility Index Fund buyer in Q3 2023 was Citadel Advisors, an estimated $3.51M added.
  • The largest FlexShares Developed Markets ex-US Quality Low Volatility Index Fund seller in Q3 2023 was Northern Trust, an estimated $3.89M sold.

Based on aggregated 13F filings for Q3 2023.