Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Flexshares Tr (QLVE)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
25%

Smart Money Signals — QLVE

Based on 7 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 88% of 3.0Y peak

88% of all-time peak
7 funds currently hold this stock — 88% of the 3.0-year high of 8 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 12% fewer funds vs a year ago

fund count last 6Q
1 fewer hedge funds hold QLVE compared to a year ago (-12% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 25% buying

1 buying3 selling
Last quarter: 3 funds sold vs only 1 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~0 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 0 → 1 → 1 → 0. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

86% of holders stayed for 2+ years

■ 86% conviction (2yr+) ■ 0% medium ■ 14% new
6 out of 7 hedge funds have held QLVE 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.
💰

Value +21% but shares only +0% — price-driven

Value
+20%
Shares
+0%
Last quarter: the total dollar value of institutional holdings rose +21%, but actual share count only changed +0%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~0 new funds/quarter

3 → 0 → 1 → 1 → 0 new funds/Q
New funds entering each quarter: 0 → 1 → 1 → 0. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 71% veterans vs 14% newcomers

■ 71% veterans ■ 14% 1-2yr ■ 14% new
Entry-cohort mix of 7 holders: 5 (71%) are 2+ year veterans, 1 entered 1–2 years ago, and 1 (14%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
2 of 7 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in QLVE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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.

Institutional Sentiment Summary — QLVE

In 2026 Q2, 1 hedge fund were net buyers of QLVE (1 added to existing positions), while 3 reduced or exited (3 trimmed their position) — a 25% buyer ratio, indicating net institutional distribution. 61% of total institutional value in QLVE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 7.

Hedge Fund Ownership: QLVE

How many hedge funds hold QLVE — quarterly history vs. share price
Quarterly hedge fund ownership of QLVE vs. share price

Market Analysis: QLVE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QLVE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: QLVE
7 + Investors

Track Smart Money conviction in QLVE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 7 7 -
13F Shares 433K 432K 0.29%
Total Value $14M $12M 20.92%
New Positions 0 1 -1
Increased Positions 1 1 -
Closed Positions 0 1 -1
Reduced Positions 3 4 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QLVE

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

7 + investors

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

QUARTER:
Top 5 QLVE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Curry Webb Wealth Management LLC 0.26% 18,239 $616K
2 Old Mission Capital LLC 0.05% 86,468 $2.9M
3 Sachetta, LLC 0.00% 119 $4K
4 Susquehanna International Group, LLP 0.00% 59,341 $2.0M
5 Wells Fargo & Company/Mn 0.00% 1 —
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 (QLVE)

What does the Smart Money Trend signal show for QLVE?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for QLVE?

Heavy selling pressure — only 25% buying: Last quarter: 3 funds sold vs only 1 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for QLVE holders?

Elite ownership — 61% AUM from top-100 funds: 2 of 7 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in QLVE. 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 QLVE?

86% of holders stayed for 2+ years: 6 out of 7 hedge funds have held QLVE 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →