Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Flexshares Tr (QLV)

38 + 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
↑ +2
Streak
1Q ▲
Buyers last Q
46%

Smart Money Signals — QLV

Based on 38 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
38 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.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

16 buying19 selling
Last quarter: 19 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: 3 → 6 → 7 → 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+) ■ 24% medium ■ 24% new
20 out of 38 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

8 → 3 → 6 → 7 → 6 new funds/Q
New funds entering each quarter: 3 → 6 → 7 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 55% veterans vs 37% newcomers

■ 55% veterans ■ 8% 1-2yr ■ 37% new
Entry-cohort mix of 38 holders: 21 (55%) are 2+ year veterans, 3 entered 1–2 years ago, and 14 (37%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 79% AUM from top-100 funds

79% from top-100 AUM funds
11 of 38 holders are among the 100 largest funds by AUM, controlling 79% 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.
4.0
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 — QLV

In 2026 Q2, 16 hedge funds were net buyers of QLV (6 opened a new position, 10 added to an existing one), while 19 reduced or exited (15 trimmed, 4 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 79% of total institutional value in QLV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 38.

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

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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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: QLV
38 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 38 36 5.56%
13F Shares 1M 2M -23.14%
Total Value $93M $117M -19.76%
New Positions 6 7 -1
Increased Positions 10 10 -
Closed Positions 4 8 -4
Reduced Positions 15 11 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QLV

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

38 + 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 QLV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Peoples Financial Services CORP. 1.10% 33,737 $2.5M
2 United Bank 1.09% 47,387 $3.6M
3 Curry Webb Wealth Management LLC 0.80% 25,659 $1.9M
4 Rossby Financial, LCC 0.27% 19,627 $1.5M
5 Alpha Capital Advisors Inc /Adv 0.22% 3,398 $257K
6 Beam Wealth Advisors, INC. 0.21% 11,877 $854K
7 Colonial River Investments, LLC 0.10% 4,833 $365K
8 Bellevue Asset Management, LLC 0.10% 2,848 $215K
9 Herold Advisors, Inc. 0.09% 5,834 $441K
10 Portfolio Strategies, Inc. 0.02% 3,014 $228K
11 Crestwood Advisors Group, LLC 0.02% 16,356 $1.2M
12 Equitable Holdings, Inc. 0.01% 15,832 $1.2M
13 Rossmore Private Capital 0.01% 1,000 $75K
14 Wealthcare Advisory Partners LLC 0.01% 3,903 $295K
15 Old Mission Capital LLC 0.00% 3,165 $239K
16 LPL Financial LLC 0.00% 147,704 $11.2M
17 Geneos Wealth Management Inc. 0.00% 1,350 $102K
18 Mml Investors Services, LLC 0.00% 11,708 $884K
19 IFP Advisors, Inc 0.00% 1,004 $76K
20 Nova Wealth Management, Inc. 0.00% 31 $2K
21 Commonwealth Equity Services, LLC 0.00% 10,508 $793K
22 Harbour Investments, INC. 0.00% 970 $73K
23 Bank of America Corp /de/ 0.00% 169,144 $12.8M
24 Osaic Holdings, INC. 0.00% 8,807 $665K
25 Cetera Investment Advisers 0.00% 6,356 $480K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 46% buying: Last quarter: 19 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 — 79% AUM from top-100 funds: 11 of 38 holders are among the 100 largest funds by AUM, controlling 79% 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: 20 out of 38 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.

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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