Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Flexshares Tr (QDF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
2Q ▲
Buyers last Q
56%

Smart Money Signals — QDF

Based on 174 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added QDF 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
174 hedge funds hold QDF 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.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

68 buying54 selling
Last quarter: 68 funds bought or added vs 54 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~27 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 15 → 25 → 27. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 16% medium ■ 21% new
110 out of 174 hedge funds have held QDF 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.
🚀

Acceleration phase — new buyers rushing in

21 → 14 → 15 → 25 → 27 new funds/Q
New funds entering each quarter: 14 → 15 → 25 → 27. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 68% veterans vs 25% newcomers

■ 68% veterans ■ 7% 1-2yr ■ 25% new
Entry-cohort mix of 174 holders: 118 (68%) are 2+ year veterans, 13 entered 1–2 years ago, and 43 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 66% AUM from top-100 funds

66% from top-100 AUM funds
20 of 174 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in QDF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — QDF

In 2026 Q1, 68 hedge funds were net buyers of QDF (27 opened a new position, 41 added to an existing one), while 54 reduced or exited (42 trimmed, 12 sold completely) — a 56% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 66% of total institutional value in QDF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 174.

Hedge Fund Ownership: QDF

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

Market Analysis: QDF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QDF

-- --

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.

7 top-rated funds 0 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: QDF
2026 Q2 Stats Unlock in 1 days 171 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 171 158 8.23%
13F Shares 21M 21M 1.3%
Total Value $1.65B $1.68B -1.51%
New Positions 26 25 +1
Increased Positions 41 40 +1
Closed Positions 13 11 +2
Reduced Positions 42 45 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QDF

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Institutional Holders (2026 Q2)

171 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 QDF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 VeraBank, N.A. 7.07% 475,253 $42.7M
2 VestGen Investment Management 2.03% 42,559 $3.8M
3 Horizon Bancorp Inc /In/ 1.44% 34,050 $3.1M
4 TIAA Wealth Investment Management LLC 1.31% 2,188,556 $195.8M
5 Valued Retirements, Inc. 1.21% 15,028 $1.4M
6 Ledyard National Bank 1.07% 148,475 $13.4M
7 Anson Capital, Inc. 1.01% 17,283 $1.6M
8 Sageworth Trust Co of South Dakota 0.75% 13,436 $1.2M
9 Selby Wealth Management, LLC 0.52% 16,403 $1.5M
10 Tiaa-Cref Individual & Institutional Services, LLC 0.45% 1,462,207 $131.5M
11 First Financial Corp /In/ 0.44% 14,273 $1.3M
12 Magnus Financial Group LLC 0.42% 66,730 $6.0M
13 Horizon Family Wealth, Inc. 0.40% 9,658 $868K
14 Bienville Capital Management, LLC 0.36% 30,220 $2.7M
15 CVA Family Office, LLC 0.33% 41,003 $3.7M
16 WealthPoint Financial, LLC 0.33% 4,983 $448K
17 Corsicana & Co. 0.32% 7,362 $662K
18 Charter Capital Management, LLC\DE 0.30% 7,536 $678K
19 Pacific Sun Financial Corp 0.28% 7,555 $679K
20 Cedar Wealth Management, LLC 0.23% 9,967 $896K
21 Vienna Asset Management LLC 0.21% 3,290 $296K
22 Tiaa Trust, National Association 0.18% 33,896 $3.0M
23 M. Kraus & Co 0.18% 7,500 $674K
24 Keybank National Association/Oh 0.16% 539,792 $48.5M
25 Shore Point Advisors, LLC 0.15% 4,984 $448K
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 (QDF)

What does the Smart Money Trend signal show for QDF?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added QDF 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 QDF?

Slight buying edge — 56% buying: Last quarter: 68 funds bought or added vs 54 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for QDF holders?

Elite ownership — 66% AUM from top-100 funds: 20 of 174 holders are among the 100 largest funds by AUM, controlling 66% of total institutional value in QDF. 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 QDF?

63% of holders stayed for 2+ years: 110 out of 174 hedge funds have held QDF 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.

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