FLEXSHARES TR (QLV): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

FLEXSHARES TR (QLV)

36 + Investors. Track Smart Money conviction in QLV. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — QLV

Based on 36 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 consecutive quarters, more hedge funds added QLV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

36 hedge funds hold QLV right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +33% more funds vs a year ago

fund count last 6Q

+9 new funds entered over the past year (+33% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟠

More sellers than buyers — 47% buying

15 buying17 selling

Last quarter: 17 funds reduced or exited vs 15 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 3 → 8 → 3 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 17% medium ■ 31% new

19 out of 36 hedge funds have held QLV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

📊

Peak discovery — momentum slowing

6 → 3 → 8 → 3 → 6 new funds/Q

New funds entering each quarter: 3 → 8 → 3 → 6. QLV is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Deep conviction — 53% of holders stayed 2+ years

■ 53% veterans ■ 11% 1-2yr ■ 36% new

Of 36 current holders: 19 (53%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

🏆

Elite ownership — 76% AUM from top-100 funds

76% from top-100 AUM funds

8 of 36 holders are among the 100 largest funds by AUM, controlling 76% of total institutional value in QLV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.3

out of 10

Moderate Exit Risk

Exit risk score 4.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	36	32	12.5%
13F Shares	1M	1M	-4.99%
Total Value	$78M	$82M	-4.82%
New Positions	6	3	+3
Increased Positions	9	8	+1
Closed Positions	2	2	-
Reduced Positions	15	14	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

12.5%

13F Shares

-4.99%

Total Value

$78M

$82M

-4.82%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

36 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in QLV. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 12 institutional holders of QLV — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	PEOPLES FINANCIAL SERVICES CORP.	1.16%	33,963	$2.4M
2	United Bank	1.07%	44,862	$3.2M
3	BEAM WEALTH ADVISORS, INC.	0.21%	11,877	$854K
4	Colonial River Investments, LLC	0.16%	6,106	$439K
5	BELLEVUE ASSET MANAGEMENT, LLC	0.10%	2,848	$205K
6	WEDBUSH SECURITIES INC	0.01%	3,540	—
7	Wealthcare Advisory Partners LLC	0.01%	5,173	$372K
8	Rossmore Private Capital	0.01%	1,000	$72K
9	Private Advisor Group, LLC	0.01%	18,119	$1.3M
10	IFP Advisors, Inc	0.00%	1,004	$72K
11	Nova Wealth Management, Inc.	0.00%	31	$2K
12	COMMONWEALTH EQUITY SERVICES, LLC	0.00%	10,224	$735K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — FLEXSHARES TR (QLV)

What does the Smart Money Trend signal show for QLV?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added QLV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for QLV?

More sellers than buyers — 47% buying: Last quarter: 17 funds reduced or exited vs 15 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for QLV holders?

Elite ownership — 76% AUM from top-100 funds: 8 of 36 holders are among the 100 largest funds by AUM, controlling 76% of total institutional value in QLV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held QLV?

53% of holders stayed for 2+ years: 19 out of 36 hedge funds have held QLV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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FLEXSHARES TR (QLV)

Smart Money Signals — QLV

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +33% more funds vs a year ago

More sellers than buyers — 47% buying

Steady new buyers — ~6 new funds per quarter

53% of holders stayed for 2+ years

Peak discovery — momentum slowing

Deep conviction — 53% of holders stayed 2+ years

Elite ownership — 76% AUM from top-100 funds

Hedge Fund Ownership: QLV

Market Analysis: QLV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: QLV

Hedge Fund Positioning: QLV

Statistics: QLV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — FLEXSHARES TR (QLV)

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