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Franklin US Large Cap Multifactor Index ETF

43 hedge funds and large institutions have $1.1B invested in Franklin US Large Cap Multifactor Index ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

2% more funds holding

Funds holding: 4243 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $1.17B → $1.1B (-$72.6M)

12.76% less ownership

Funds ownership: 90.03%77.28% (-13%)

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
17
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$561K +$494 +16 +0.1%
Citadel Advisors
27
Citadel Advisors
Florida
$500K +$106K +3,442 +28%
SC
28
Scotia Capital
Ontario, Canada
$485K
APA
29
American Portfolios Advisors
New York
$461K +$81.5K +2,640 +23%
Stifel Financial
30
Stifel Financial
Missouri
$438K -$3.23M -104,586 -88%
CA
31
Cetera Advisors
Colorado
$347K +$334K +10,806 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$294K -$9.21K -298 -3%
CWM
33
Cornerstone Wealth Management
Missouri
$280K +$154 +5 +0.1%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$255K
KM
35
Kalos Management
Georgia
$249K -$24.1K -779 -9%
CFGS
36
Concourse Financial Group Securities
Alabama
$171K
CFA
37
Carroll Financial Associates
North Carolina
$48K
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$32K +$28.9K +935 +1,585%
OPS
39
Orion Portfolio Solutions
Nebraska
$31K
Citigroup
40
Citigroup
New York
$28K
CWM
41
Campbell Wealth Management
Virginia
$15K +$14.8K +478 New
RG
42
Retirement Group
California
$7K +$6.76K +219 New
BlackRock
43
BlackRock
New York
$3K
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
-$14.6M -529,275 Closed
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
-$451K -16,332 Closed
AWM
46
Adams Wealth Management
Utah
-$241K -8,734 Closed
DADC
47
D.A. Davidson & Co
Montana
-$238K -8,615 Closed

FLQL Hedge Fund Activity: Q2 2020 in Review

43 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Franklin US Large Cap Multifactor Index ETF (FLQL) for Q2 2020, worth a combined $1.1B — down 6.2% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FLQL positions and 4 closed out — a net gain of 1 holder — while 17 added to existing stakes and 14 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $35.9M. The largest seller was Franklin Resources, cutting an estimated $331M.

  • 43 institutional investors held Franklin US Large Cap Multifactor Index ETF (FLQL) as of Q2 2020, up from 42 in Q1 2020.
  • Funds reported $1.1B of Franklin US Large Cap Multifactor Index ETF stock for Q2 2020, down 6.2% quarter-over-quarter.
  • 5 funds opened new Franklin US Large Cap Multifactor Index ETF positions in Q2 2020 and 4 closed out, a net change of +1 holder.
  • The largest Franklin US Large Cap Multifactor Index ETF buyer in Q2 2020 was Raymond James Financial Services Advisors, an estimated $35.9M added.
  • The largest Franklin US Large Cap Multifactor Index ETF seller in Q2 2020 was Franklin Resources, an estimated $331M sold.

Based on aggregated 13F filings for Q2 2020.