Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FLEXSHARES TR (QLV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
44%

Smart Money Signals — QLV

Based on 34 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their QLV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
34 funds currently hold this stock — 92% of the 3.0-year high of 37 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 44% buying

16 buying20 selling
Last quarter: 20 funds reduced or exited vs 16 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: 8 → 3 → 6 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 24% medium ■ 26% new
17 out of 34 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.
➡️

Steady discovery — ~6 new funds/quarter

3 → 8 → 3 → 6 → 6 new funds/Q
New funds entering each quarter: 8 → 3 → 6 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 6% 1-2yr ■ 38% new
Of 34 current holders: 19 (56%) 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 — 84% AUM from top-100 funds

84% from top-100 AUM funds
10 of 34 holders are among the 100 largest funds by AUM, controlling 84% 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.
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 — QLV

In 2026 Q1, 16 hedge funds were net buyers of QLV (6 opened a new position, 10 added to an existing one), while 20 reduced or exited (11 trimmed, 9 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. 84% of total institutional value in QLV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 34.

Hedge Fund Ownership: QLV

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

Market Analysis: QLV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QLV

-- --

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

Is It Too Late to Buy FLEXSHARES TR (QLV) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much QLV has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 57d ago
QLV
+8.0%
SPY
+15.4%

QLV outperformed SPY by -7.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 12d ago
QLV
+1.0%
SPY
+1.5%

Since the filing became public, QLV outperformed SPY by -0.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: QLV
34 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 34 37 -8.11%
13F Shares 2M 1M 43.32%
Total Value $114M $81M 40.23%
New Positions 6 6 -
Increased Positions 10 9 +1
Closed Positions 9 2 +7
Reduced Positions 11 16 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QLV

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

34 + investors

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

QUARTER:
Top 25 institutional holders of QLV — 2026 Q1 · 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 Rossby Financial, LCC 0.38% 25,899 $1.9M
4 ALPHA CAPITAL ADVISORS INC /ADV 0.23% 3,398 $244K
5 BEAM WEALTH ADVISORS, INC. 0.21% 11,877 $854K
6 Herold Advisors, Inc. 0.17% 10,602 $762K
7 Colonial River Investments, LLC 0.16% 6,106 $439K
8 BELLEVUE ASSET MANAGEMENT, LLC 0.10% 2,848 $205K
9 Capital Analysts, LLC 0.05% 27,847 $2K
10 Crestwood Advisors Group, LLC 0.02% 17,276 $1.2M
11 WEDBUSH SECURITIES INC 0.01% 3,540 —
12 Wealthcare Advisory Partners LLC 0.01% 5,173 $372K
13 Equitable Holdings, Inc. 0.01% 15,350 $1.1M
14 Rossmore Private Capital 0.01% 1,000 $72K
15 Private Advisor Group, LLC 0.01% 18,119 $1.3M
16 LPL Financial LLC 0.00% 147,856 $10.6M
17 MML INVESTORS SERVICES, LLC 0.00% 10,929 $786K
18 IFP Advisors, Inc 0.00% 1,004 $72K
19 Nova Wealth Management, Inc. 0.00% 31 $2K
20 HARBOUR INVESTMENTS, INC. 0.00% 965 $69K
21 BANK OF AMERICA CORP /DE/ 0.00% 199,241 $14.3M
22 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 10,224 $735K
23 OSAIC HOLDINGS, INC. 0.00% 8,342 $600K
24 RAYMOND JAMES FINANCIAL INC 0.00% 22,966 $1.7M
25 Cetera Investment Advisers 0.00% 5,145 $370K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their QLV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for QLV?

More sellers than buyers — 44% buying: Last quarter: 20 funds reduced or exited vs 16 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 — 84% AUM from top-100 funds: 10 of 34 holders are among the 100 largest funds by AUM, controlling 84% 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?

50% of holders stayed for 2+ years: 17 out of 34 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.

Is it too late to buy FLEXSHARES TR (QLV) following the 2026 Q1 hedge fund 13F filings?

As of today, QLV has moved +1.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.5% for the SPY sector ETF — an outperformance of -0.5%. Since the quarter end (March 31, 2026), QLV has gained +8.0% vs +15.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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