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Franklin US Large Cap Multifactor Index ETF

42 hedge funds and large institutions have $1.17B invested in Franklin US Large Cap Multifactor Index ETF in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

2% more funds holding

Funds holding: 4142 (+1)

4.71% less ownership

Funds ownership: 94.74%90.03% (-4.7%)

11% less capital invested

Capital invested by funds: $1.31B → $1.17B (-$140M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
20
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$482K +$87K +2,644 +18%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$451K +$537K +16,332 New
SC
28
Scotia Capital
Ontario, Canada
$417K -$151K -4,596 -23%
Citadel Advisors
29
Citadel Advisors
Florida
$335K -$179K -5,428 -31%
APA
30
American Portfolios Advisors
New York
$323K +$303K +9,216 +369%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$261K -$449K -13,663 -59%
Carson Wealth (CWM LLC)
32
Carson Wealth (CWM LLC)
Nebraska
$255K
AWM
33
Adams Wealth Management
Utah
$241K -$6.39M -194,241 -96%
CWM
34
Cornerstone Wealth Management
Missouri
$240K -$51.8K -1,575 -15%
DADC
35
D.A. Davidson & Co
Montana
$238K -$86K -2,615 -23%
KM
36
Kalos Management
Georgia
$235K -$8.35K -254 -3%
CFGS
37
Concourse Financial Group Securities
Alabama
$147K +$19.8K +603 +13%
CFA
38
Carroll Financial Associates
North Carolina
$41K
OPS
39
Orion Portfolio Solutions
Nebraska
$27K +$31.7K +965 New
Citigroup
40
Citigroup
New York
$24K +$5.72K +174 +25%
BlackRock
41
BlackRock
New York
$2K
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$1.94K +59 New
RJFSA
43
Raymond James Financial Services Advisors
Florida
-$21.7M -618,941 Closed
IA
44
IFP Advisors
Florida
-$9.87K -300 Closed

FLQL Hedge Fund Activity: Q1 2020 in Review

42 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Franklin US Large Cap Multifactor Index ETF (FLQL) for Q1 2020, worth a combined $1.17B — down 11% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FLQL positions and 2 closed out — a net gain of 4 holders — while 20 added to existing stakes and 13 trimmed.

The largest buyer was Franklin Resources, adding an estimated $128M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $21.7M sold.

  • 42 institutional investors held Franklin US Large Cap Multifactor Index ETF (FLQL) as of Q1 2020, up from 41 in Q4 2019.
  • Funds reported $1.17B of Franklin US Large Cap Multifactor Index ETF stock for Q1 2020, down 11% quarter-over-quarter.
  • 6 funds opened new Franklin US Large Cap Multifactor Index ETF positions in Q1 2020 and 2 closed out, a net change of +4 holders.
  • The largest Franklin US Large Cap Multifactor Index ETF buyer in Q1 2020 was Franklin Resources, an estimated $128M added.
  • The largest Franklin US Large Cap Multifactor Index ETF seller in Q1 2020 was Raymond James Financial Services Advisors, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2020.