Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Flexshares Tr (QLVE)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
29%

Smart Money Signals — QLVE

Based on 7 hedge funds · latest filing: 2026 Q1 · 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.
🚀

Fast accumulation — +40% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+40% 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.
🔴

Heavy selling pressure — only 29% buying

2 buying5 selling
Last quarter: 5 funds sold vs only 2 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 0 → 1 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

71% of holders stayed for 2+ years

71% conviction (2yr+) 14% medium 14% new
5 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.
📊

Peak discovery — momentum slowing

0 → 3 → 0 → 1 → 1 new funds/Q
New funds entering each quarter: 3 → 0 → 1 → 1. QLVE is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

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 — 80% AUM from top-100 funds

80% from top-100 AUM funds
3 of 7 holders are among the 100 largest funds by AUM, controlling 80% 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 Q1, 2 hedge funds were net buyers of QLVE (1 opened a new position, 1 added to an existing one), while 5 reduced or exited (4 trimmed, 1 sold completely) — a 29% buyer ratio, indicating net institutional distribution. 80% 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

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

Is It Too Late to Buy Flexshares Tr (QLVE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much QLVE 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 · 76d ago
QLVE
+14.5%
SPY
+14.1%

QLVE outperformed SPY by +0.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
QLVE
+3.5%
SPY
+0.3%

Since the filing became public, QLVE outperformed SPY by +3.2% .

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.

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

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 6 7 -14.29%
13F Shares 410K 403K 1.84%
Total Value $11M $12M -5.36%
New Positions 0 1 -1
Increased Positions 1 2 -1
Closed Positions 1 0 +1
Reduced Positions 4 3 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QLVE

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Institutional Holders (2026 Q1)

6 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Curry Webb Wealth Management LLC 0.30% 21,480 $638K
2 Old Mission Capital LLC 0.03% 57,597 $1.7M
3 Sachetta, LLC 0.00% 119 $4K
4 Susquehanna International Group, LLP 0.00% 59,827 $1.8M
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 29% buying: Last quarter: 5 funds sold vs only 2 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 — 80% AUM from top-100 funds: 3 of 7 holders are among the 100 largest funds by AUM, controlling 80% 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?

71% of holders stayed for 2+ years: 5 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.

Is it too late to buy Flexshares Tr (QLVE) following the 2026 Q1 hedge fund 13F filings?

As of today, QLVE has moved +3.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +3.2%. Since the quarter end (March 31, 2026), QLVE has gained +14.5% vs +14.1% 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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