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FlexShares US Quality Low Volatility Index Fund (QLV) Institutional Ownership

FlexShares US Quality Low Volatility Index Fund logo
$65.69 +0.41 (+0.63%)
(As of 12/20/2024 04:33 PM ET)

Institutional Ownership Changes (13F Filings) for FlexShares US Quality Low Volatility Index Fund (NYSEARCA:QLV)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$4.43M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$34.05M
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QLV Institutional Buying and Selling by Quarter

FlexShares US Quality Low Volatility Index Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 MML Investors Services LLC27,180$1.81M0.0%-0.8%1.096%
11/4/2024 Beam Wealth Advisors Inc.15,304$1.02M0.3%+1.6%0.617%
11/4/2024 Colonial River Investments LLC26,924$1.79M0.9%+1.0%1.086%
11/4/2024 Axxcess Wealth Management LLC26,813$1.78M0.0%+0.8%1.081%
11/1/2024 United Bank41,953$2.79M0.3%-3.6%1.692%
10/30/2024 Crestwood Advisors Group LLC28,765$1.91M0.0%-34.3%1.160%
8/10/2024 Axxcess Wealth Management LLC26,610$1.66M0.0%N/A1.073%
8/8/2024 Envestnet Asset Management Inc.67,664$4.22M0.0%+8.1%2.728%
8/7/2024 Beam Wealth Advisors Inc.15,064$939K0.3%N/A0.607%
8/1/2024 Crestwood Advisors Group LLC43,791$2.73M0.1%-90.9%1.766%
7/31/2024 Bellevue Asset Management LLC3,783$236K0.1%+5.4%0.153%
7/27/2024 Strategic Blueprint LLC4,500$280K0.0%-10.0%0.181%
7/24/2024 Herold Advisors Inc.14,985$934K0.2%+6.5%0.604%
7/23/2024 United Bank43,522$2.71M1.4%-1.9%1.755%
5/7/2024Benedetti & Gucer Inc.14,819$903K0.4%-6.9%0.563%
4/26/2024 Bellevue Asset Management LLC3,589$219K0.1%-65.3%0.135%
4/23/2024 Strategic Blueprint LLC5,000$305K0.0%+28.2%0.189%
4/15/2024 Wealthcare Advisory Partners LLC6,130$374K0.0%-38.4%0.231%
2/8/2024 Vanguard Personalized Indexing Management LLC3,735$210K0.0%N/A0.102%
2/6/2024 Bellevue Asset Management LLC10,332$581K0.4%-87.5%0.282%
2/2/2024 Herold Advisors Inc.17,812$1.00M0.3%+4.9%0.485%
1/29/2024 Crestwood Advisors Group LLC502,468$28.24M0.7%-2.4%13.691%
1/25/2024 Strategic Blueprint LLC3,900$219K0.0%N/A0.106%
1/23/2024 Colonial River Wealth Management LLC48,410$2.72M1.6%+6.8%1.319%
1/16/2024Raymond James Financial Services Advisors Inc.12,242$688K0.0%N/A0.334%
11/15/2023 Crestwood Advisors Group LLC514,766$26.52M0.7%+1.1%14.026%
11/13/2023 Northern Trust Corp959,639$49.44M0.0%-2.5%26.148%
11/13/2023 Envestnet Asset Management Inc.62,237$3.21M0.0%+5.0%1.696%
11/8/2023 Herold Advisors Inc.16,981$875K0.3%-7.0%0.463%
11/3/2023 Colonial River Wealth Management LLC45,331$2.34M1.5%-4.8%1.235%
11/2/2023Benedetti & Gucer Inc.16,417$846K0.5%+2.0%0.447%
10/25/2023 Bellevue Asset Management LLC82,439$4.25M2.9%-2.3%2.246%
10/12/2023 Wealthcare Advisory Partners LLC9,851$508K0.0%-6.9%0.268%
8/11/2023 Northern Trust Corp984,280$52.58M0.0%-7.1%26.820%
8/8/2023 Colonial River Wealth Management LLC47,628$2.54M1.7%-19.0%1.298%
8/7/2023 United Bank55,060$2.94M1.7%-4.9%1.500%
8/4/2023 Envestnet Asset Management Inc.59,257$3.17M0.0%+11.7%1.615%
7/31/2023 LPL Financial LLC24,500$1.31M0.0%-2.2%0.668%
7/31/2023 Bellevue Asset Management LLC84,357$4.51M2.8%+1.2%2.299%
7/25/2023 UMB Bank n.a.1,227$66K0.0%N/A0.038%
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7/20/2023Benedetti & Gucer Inc.16,102$860K0.4%+31.4%0.503%
7/17/2023 Wealthcare Advisory Partners LLC10,580$565K0.0%-3.1%0.331%
7/17/2023 Herold Advisors Inc.18,264$976K0.3%+209.1%0.571%
5/9/2023 Wedbush Securities Inc.4,058$208K0.0%N/A0.123%
5/9/2023 Bellevue Asset Management LLC83,339$4.28M2.9%+2.5%2.525%
5/9/2023 Hanlon Investment Management Inc.13,646$701K0.2%+2.4%0.414%
5/5/2023 Colonial River Wealth Management LLC58,835$3.02M1.8%-26.2%1.783%
5/4/2023 Wealthcare Advisory Partners LLC10,914$561K0.0%+26.3%0.331%
4/27/2023Benedetti & Gucer Inc.12,252$629K0.4%N/A0.371%
4/25/2023 Parallel Advisors LLC2,786$143K0.0%N/A0.084%
4/19/2023 Herold Advisors Inc.5,908$304K0.1%+5.6%0.179%
4/12/2023 Private Trust Co. NA702$36K0.0%+210.6%0.020%
2/13/2023 Wealthcare Advisory Partners LLC8,644$435K0.0%N/A0.254%
2/10/2023 Colonial River Wealth Management LLC79,741$4.01M2.6%+10.5%2.345%
2/8/2023 Interactive Financial Advisors18,418$926K0.6%-41.0%0.542%
2/8/2023 Cambridge Investment Research Advisors Inc.11,956$601K0.0%N/A0.352%
2/7/2023 LPL Financial LLC25,039$1.26M0.0%-8.6%0.736%
2/7/2023 Envestnet Asset Management Inc.46,247$2.33M0.0%+71.9%1.360%
1/31/2023 AE Wealth Management LLC39,264$1.97M0.0%-27.6%1.155%
1/30/2023 Concourse Financial Group Securities Inc.564$28K0.0%N/A0.017%
1/25/2023 Hanlon Investment Management Inc.13,321$670K0.2%+47.8%0.392%
1/23/2023 Bellevue Asset Management LLC81,318$4.06M3.1%+1.1%2.464%
1/17/2023 Teamwork Financial Advisors LLC40,092$2.02M0.4%-27.9%1.215%
11/14/2022 MML Investors Services LLC52,330$2.43M0.0%+3.1%1.610%
11/14/2022 United Bank58,404$2.71M0.4%+5.3%1.797%
11/10/2022 Tower Research Capital LLC TRC 12,172$565K0.0%+3.3%0.375%
11/8/2022IFP Advisors Inc1,000$40K0.0%N/A0.031%
11/7/2022 Hanlon Investment Management Inc.9,013$418K0.2%-11.2%0.277%
10/25/2022 AE Wealth Management LLC54,202$2.51M0.0%+23.9%1.668%
10/12/2022 Teamwork Financial Advisors LLC55,579$2.58M0.6%+23.6%1.726%
8/16/2022 Colonial River Wealth Management LLC75,593$3.72M2.4%N/A2.385%
8/12/2022 Northern Trust Corp1,198,932$58.96M0.0%-6.8%37.821%
8/5/2022 United Bank55,449$2.73M1.7%+14.1%1.749%
8/3/2022 Envestnet Asset Management Inc.23,742$1.17M0.0%-3.3%0.749%
8/3/2022 AE Wealth Management LLC43,762$2.15M0.0%N/A1.381%
7/27/2022 Hanlon Investment Management Inc.10,153$499K0.1%+15.2%0.317%
7/26/2022 WT Wealth Management5,043$248K0.1%-85.0%0.158%
7/22/2022 Teamwork Financial Advisors LLC44,969$2.21M0.5%N/A1.405%
5/11/2022 Bellevue Asset Management LLC79,326$4.40M2.7%+9.2%2.559%
5/9/2022 Interactive Financial Advisors41,663$2.29M1.1%+26.5%1.344%
5/6/2022 WT Wealth Management33,599$1.84M0.7%-7.9%1.084%
5/4/2022 Advisor Group Holdings Inc.29,598$1.62M0.0%+3.1%0.955%
5/4/2022 Envestnet Asset Management Inc.24,557$1.35M0.0%+2.5%0.792%
4/26/2022 Hanlon Investment Management Inc.8,813$484K0.1%+18.7%0.284%
2/15/2022 MML Investors Services LLC62,520$3.55M0.0%+3.7%2.017%
2/11/2022 United Bank38,348$2.18M0.3%N/A1.237%
2/9/2022 Sowell Financial Services LLC21,581$1.23M0.1%-14.1%0.696%
2/8/2022 Elmwood Wealth Management Inc.500$28K0.0%N/A0.016%
2/8/2022 Northern Trust Corp1,309,684$74.41M0.0%-2.9%42.248%
2/4/2022 Envestnet Asset Management Inc.23,969$1.36M0.0%-4.2%0.773%
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This isn't just another investment. It might be the last retirement stock you'll ever need. But this window of opportunity is closing fast.

2/3/2022 Advisor Group Holdings Inc.28,698$1.63M0.0%-3.2%0.926%
2/3/2022 Bellevue Asset Management LLC72,676$4.13M2.4%+2.6%2.344%
2/1/2022 Bridges Investment Management Inc.7,420$422K0.0%N/A0.239%
1/25/2022 Hanlon Investment Management Inc.7,424$422K0.1%+29.7%0.243%
1/19/2022 WT Wealth Management36,489$2.07M0.8%+10.4%1.196%
11/16/2021 LPL Financial LLC26,150$1.33M0.0%N/A0.886%
11/16/2021 MML Investors Services LLC60,281$3.06M0.0%+19.3%2.043%
11/9/2021 Interactive Financial Advisors20,178$1.02M0.4%+14.1%0.684%
11/5/2021 Bellevue Asset Management LLC70,849$3.60M2.2%+2.2%2.402%
11/4/2021 Sowell Financial Services LLC25,133$1.28M0.1%+1.5%0.852%
(Data available from 1/1/2016 forward)

QLV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of QLV shares?

During the previous two years, 27 institutional investors and hedge funds held shares of FlexShares US Quality Low Volatility Index Fund. The most heavily invested institutionals were Northern Trust Corp ($49.44M), Envestnet Asset Management Inc. ($4.22M), United Bank ($2.79M), Colonial River Wealth Management LLC ($2.72M), Teamwork Financial Advisors LLC ($2.02M), AE Wealth Management LLC ($1.97M), and Crestwood Advisors Group LLC ($1.91M).Learn more on QLV's institutional investors.

Which institutional investors have been buying FlexShares US Quality Low Volatility Index Fund stock?

Of the 20 institutional investors that purchased FlexShares US Quality Low Volatility Index Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($33.62K), Axxcess Wealth Management LLC ($26.81K), Benedetti & Gucer Inc. ($16.42K), Beam Wealth Advisors Inc. ($15.30K), Herold Advisors Inc. ($14.41K), Raymond James Financial Services Advisors Inc. ($12.24K), and Cambridge Investment Research Advisors Inc. ($11.96K).

How much institutional buying is happening at FlexShares US Quality Low Volatility Index Fund?

Institutional investors have bought a total of 184,560 shares in the last 24 months. This purchase volume represents approximately $10.13M in transactions.

Which FlexShares US Quality Low Volatility Index Fund major shareholders have been selling company stock?

Of the 14 institutional investors that sold FlexShares US Quality Low Volatility Index Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Crestwood Advisors Group LLC ($466.84K), Northern Trust Corp ($99.84K), Bellevue Asset Management LLC ($80.77K), Colonial River Wealth Management LLC ($34.41K), Teamwork Financial Advisors LLC ($15.49K), AE Wealth Management LLC ($14.94K), and Interactive Financial Advisors ($12.78K).

How much institutional selling is happening at FlexShares US Quality Low Volatility Index Fund?

Institutional investors have sold a total of 741,228 shares in the last 24 months. This volume of shares sold represents approximately $43.82M in transactions.



This page (NYSEARCA:QLV) was last updated on 12/22/2024 by MarketBeat.com Staff
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