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FlexShares Developed Markets ex-US Quality Low Volatility Index Fund

12 hedge funds and large institutions have $36.2M invested in FlexShares Developed Markets ex-US Quality Low Volatility Index Fund in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.36% more ownership

Funds ownership: 57.82%58.18% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less capital invested

Capital invested by funds: $39.6M → $36.2M (-$3.32M)

14% less funds holding

Funds holding: 1412 (-2)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
12
Holders Change
-2
Holders Change %
-14.29%
% of All Funds
0.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
Increased
4
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$26.2M +$40.3K +1,628 +0.2%
Jane Street
2
Jane Street
New York
$3.28M +$295K +11,917 +10%
EAM
3
Empirical Asset Management
Massachusetts
$2.17M -$33.5K -1,353 -2%
OMC
4
Old Mission Capital
Illinois
$2.16M -$970K -39,167 -32%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$614K -$31.3K -1,264 -5%
UB
6
UMB Bank
Missouri
$461K -$64K -2,586 -13%
Bank of America
7
Bank of America
North Carolina
$442K +$1.36K +55 +0.3%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$375K -$4.33K -175 -1%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$292K -$48.1K -1,943 -15%
CRI
10
Colonial River Investments
Virginia
$229K -$79.8K -3,225 -27%
EWP
11
Elevation Wealth Partners
California
$25.1K
UBS Group
12
UBS Group
Switzerland
$17.3K +$16.4K +662 +22,067%
Citadel Advisors
13
Citadel Advisors
Florida
-$4.57M -186,932 Closed
Osaic Holdings
14
Osaic Holdings
Arizona
-$7.57K -310 Closed

QLVD Hedge Fund Activity: Q4 2023 in Review

12 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in FlexShares Developed Markets ex-US Quality Low Volatility Index Fund (QLVD) for Q4 2023, worth a combined $36.2M — down 8.4% from $39.6M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of QLVD and 0 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 4 added.

The largest buyer was Jane Street, adding an estimated $295K. The largest seller was Citadel Advisors, exiting entirely with an estimated $4.57M sold.

  • 12 institutional investors held FlexShares Developed Markets ex-US Quality Low Volatility Index Fund (QLVD) as of Q4 2023, down from 14 in Q3 2023.
  • Funds reported $36.2M of FlexShares Developed Markets ex-US Quality Low Volatility Index Fund stock for Q4 2023, down 8.4% quarter-over-quarter.
  • 0 funds opened new FlexShares Developed Markets ex-US Quality Low Volatility Index Fund positions in Q4 2023 and 2 closed out, a net change of -2 holders.
  • The largest FlexShares Developed Markets ex-US Quality Low Volatility Index Fund buyer in Q4 2023 was Jane Street, an estimated $295K added.
  • The largest FlexShares Developed Markets ex-US Quality Low Volatility Index Fund seller in Q4 2023 was Citadel Advisors, an estimated $4.57M sold.

Based on aggregated 13F filings for Q4 2023.