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

FlexShares US Quality Low Volatility Index Fund logo
$66.21 +0.50 (+0.76%)
As of 01/21/2025 04:10 PM Eastern
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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)
$3.76M
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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/15/2025 Wealthcare Advisory Partners LLC6,420$419K0.0%+4.9%0.259%
11/15/2024MML Investors Services LLC27,180$1.81M0.0%-0.8%1.096%
11/4/2024Beam Wealth Advisors Inc.15,304$1.02M0.3%+1.6%0.617%
11/4/2024Colonial River Investments LLC26,924$1.79M0.9%+1.0%1.086%
11/4/2024Axxcess Wealth Management LLC26,813$1.78M0.0%+0.8%1.081%
11/1/2024United Bank41,953$2.79M0.3%-3.6%1.692%
10/30/2024Crestwood Advisors Group LLC28,765$1.91M0.0%-34.3%1.160%
8/10/2024Axxcess Wealth Management LLC26,610$1.66M0.0%N/A1.073%
8/8/2024Envestnet Asset Management Inc.67,664$4.22M0.0%+8.1%2.728%
8/7/2024Beam Wealth Advisors Inc.15,064$939K0.3%N/A0.607%
8/1/2024Crestwood Advisors Group LLC43,791$2.73M0.1%-90.9%1.766%
7/31/2024Bellevue Asset Management LLC3,783$236K0.1%+5.4%0.153%
7/27/2024Strategic Blueprint LLC4,500$280K0.0%-10.0%0.181%
7/24/2024Herold Advisors Inc.14,985$934K0.2%+6.5%0.604%
7/23/2024United Bank43,522$2.71M1.4%-1.9%1.755%
5/7/2024Benedetti & Gucer Inc.14,819$903K0.4%-6.9%0.563%
4/26/2024Bellevue Asset Management LLC3,589$219K0.1%-65.3%0.135%
4/23/2024Strategic Blueprint LLC5,000$305K0.0%+28.2%0.189%
4/15/2024 Wealthcare Advisory Partners LLC6,130$374K0.0%-38.4%0.231%
2/8/2024Vanguard Personalized Indexing Management LLC3,735$210K0.0%N/A0.102%
2/6/2024Bellevue Asset Management LLC10,332$581K0.4%-87.5%0.282%
2/2/2024Herold Advisors Inc.17,812$1.00M0.3%+4.9%0.485%
1/29/2024Crestwood Advisors Group LLC502,468$28.24M0.7%-2.4%13.691%
1/25/2024Strategic Blueprint LLC3,900$219K0.0%N/A0.106%
1/23/2024Colonial 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%
11/15/2023Crestwood Advisors Group LLC514,766$26.52M0.7%+1.1%14.026%
11/13/2023Northern Trust Corp959,639$49.44M0.0%-2.5%26.148%
11/13/2023Envestnet Asset Management Inc.62,237$3.21M0.0%+5.0%1.696%
11/8/2023Herold Advisors Inc.16,981$875K0.3%-7.0%0.463%
11/3/2023Colonial 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%
10/25/2023Bellevue 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%
8/11/2023Northern Trust Corp984,280$52.58M0.0%-7.1%26.820%
8/8/2023Colonial River Wealth Management LLC47,628$2.54M1.7%-19.0%1.298%
8/7/2023United Bank55,060$2.94M1.7%-4.9%1.500%
8/4/2023Envestnet Asset Management Inc.59,257$3.17M0.0%+11.7%1.615%
7/31/2023LPL Financial LLC24,500$1.31M0.0%-2.2%0.668%
7/31/2023Bellevue Asset Management LLC84,357$4.51M2.8%+1.2%2.299%
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7/25/2023 UMB Bank n.a.1,227$66K0.0%N/A0.038%
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%
7/17/2023Herold Advisors Inc.18,264$976K0.3%+209.1%0.571%
5/9/2023Wedbush Securities Inc.4,058$208K0.0%N/A0.123%
5/9/2023Bellevue Asset Management LLC83,339$4.28M2.9%+2.5%2.525%
5/9/2023Hanlon Investment Management Inc.13,646$701K0.2%+2.4%0.414%
5/5/2023Colonial 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%
4/25/2023Parallel Advisors LLC2,786$143K0.0%N/A0.084%
4/19/2023Herold Advisors Inc.5,908$304K0.1%+5.6%0.179%
4/12/2023Private Trust Co. NA702$36K0.0%+210.6%0.020%
2/13/2023 Wealthcare Advisory Partners LLC8,644$435K0.0%N/A0.254%
2/10/2023Colonial River Wealth Management LLC79,741$4.01M2.6%+10.5%2.345%
2/8/2023Interactive Financial Advisors18,418$926K0.6%-41.0%0.542%
2/8/2023Cambridge Investment Research Advisors Inc.11,956$601K0.0%N/A0.352%
2/7/2023LPL Financial LLC25,039$1.26M0.0%-8.6%0.736%
2/7/2023Envestnet Asset Management Inc.46,247$2.33M0.0%+71.9%1.360%
1/31/2023AE Wealth Management LLC39,264$1.97M0.0%-27.6%1.155%
1/30/2023Concourse Financial Group Securities Inc.564$28K0.0%N/A0.017%
1/25/2023Hanlon Investment Management Inc.13,321$670K0.2%+47.8%0.392%
1/23/2023Bellevue 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%
11/14/2022MML Investors Services LLC52,330$2.43M0.0%+3.1%1.610%
11/14/2022United Bank58,404$2.71M0.4%+5.3%1.797%
11/10/2022Tower Research Capital LLC TRC 12,172$565K0.0%+3.3%0.375%
11/8/2022IFP Advisors Inc1,000$40K0.0%N/A0.031%
11/7/2022Hanlon Investment Management Inc.9,013$418K0.2%-11.2%0.277%
10/25/2022AE 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%
8/16/2022Colonial River Wealth Management LLC75,593$3.72M2.4%N/A2.385%
8/12/2022Northern Trust Corp1,198,932$58.96M0.0%-6.8%37.821%
8/5/2022United Bank55,449$2.73M1.7%+14.1%1.749%
8/3/2022Envestnet Asset Management Inc.23,742$1.17M0.0%-3.3%0.749%
8/3/2022AE Wealth Management LLC43,762$2.15M0.0%N/A1.381%
7/27/2022Hanlon Investment Management Inc.10,153$499K0.1%+15.2%0.317%
7/26/2022WT Wealth Management5,043$248K0.1%-85.0%0.158%
7/22/2022 Teamwork Financial Advisors LLC44,969$2.21M0.5%N/A1.405%
5/11/2022Bellevue Asset Management LLC79,326$4.40M2.7%+9.2%2.559%
5/9/2022Interactive Financial Advisors41,663$2.29M1.1%+26.5%1.344%
5/6/2022WT Wealth Management33,599$1.84M0.7%-7.9%1.084%
5/4/2022Advisor Group Holdings Inc.29,598$1.62M0.0%+3.1%0.955%
5/4/2022Envestnet Asset Management Inc.24,557$1.35M0.0%+2.5%0.792%
4/26/2022Hanlon Investment Management Inc.8,813$484K0.1%+18.7%0.284%
2/15/2022MML Investors Services LLC62,520$3.55M0.0%+3.7%2.017%
2/11/2022United Bank38,348$2.18M0.3%N/A1.237%
2/9/2022Sowell Financial Services LLC21,581$1.23M0.1%-14.1%0.696%
2/8/2022 Elmwood Wealth Management Inc.500$28K0.0%N/A0.016%
2/8/2022Northern Trust Corp1,309,684$74.41M0.0%-2.9%42.248%
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2/4/2022Envestnet Asset Management Inc.23,969$1.36M0.0%-4.2%0.773%
2/3/2022Advisor Group Holdings Inc.28,698$1.63M0.0%-3.2%0.926%
2/3/2022Bellevue Asset Management LLC72,676$4.13M2.4%+2.6%2.344%
2/1/2022Bridges Investment Management Inc.7,420$422K0.0%N/A0.239%
1/25/2022Hanlon Investment Management Inc.7,424$422K0.1%+29.7%0.243%
1/19/2022WT Wealth Management36,489$2.07M0.8%+10.4%1.196%
11/16/2021LPL Financial LLC26,150$1.33M0.0%N/A0.886%
11/16/2021MML Investors Services LLC60,281$3.06M0.0%+19.3%2.043%
11/9/2021Interactive Financial Advisors20,178$1.02M0.4%+14.1%0.684%
11/5/2021Bellevue Asset Management LLC70,849$3.60M2.2%+2.2%2.402%
(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, 26 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), AE Wealth Management LLC ($1.97M), Crestwood Advisors Group LLC ($1.91M), and MML Investors Services LLC ($1.81M).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 184,859 shares in the last 24 months. This purchase volume represents approximately $10.15M in transactions.

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

Of the 13 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), AE Wealth Management LLC ($14.94K), Interactive Financial Advisors ($12.78K), and United Bank ($5.29K).

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

Institutional investors have sold a total of 725,741 shares in the last 24 months. This volume of shares sold represents approximately $43.04M in transactions.


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This page (NYSEARCA:QLV) was last updated on 1/22/2025 by MarketBeat.com Staff
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