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Franklin US Large Cap Multifactor Index ETF

48 hedge funds and large institutions have $1.1B invested in Franklin US Large Cap Multifactor Index ETF in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 4748 (+1)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

17% less capital invested

Capital invested by funds: $1.32B → $1.1B (-$219M)

19.7% less ownership

Funds ownership: 93.17%73.47% (-20%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
17
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APA
26
American Portfolios Advisors
New York
$742K -$131K -3,395 -15%
Stifel Financial
27
Stifel Financial
Missouri
$730K +$206K +5,334 +41%
SC
28
Scotia Capital
Ontario, Canada
$722K -$3.74K -97 -0.5%
KAS
29
Kestra Advisory Services
Texas
$692K +$171K +4,443 +35%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$596K -$377K -9,769 -40%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$382K +$463 +12 +0.1%
CWM
32
Cornerstone Wealth Management
Missouri
$309K -$35.6K -924 -11%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$255K
CCM
34
Crabel Capital Management
California
$250K +$241K +6,252 New
BFS
35
Bickling Financial Services
Massachusetts
$249K -$3.12K -81 -1%
KM
36
Kalos Management
Georgia
$214K -$18.2K -472 -8%
CFGS
37
Concourse Financial Group Securities
Alabama
$134K
CFA
38
Carroll Financial Associates
North Carolina
$60K
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$50K +$3.2K +83 +7%
GWM
40
Geneos Wealth Management
Colorado
$36K
IAIM
41
International Assets Investment Management
Florida
$29K
GWS
42
Glassman Wealth Services
Virginia
$26K +$25.3K +656 New
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22K +$21.2K +550 New
Citigroup
44
Citigroup
New York
$16K
HI
45
Harbour Investments
Wisconsin
$16K +$15.4K +400 New
FHA
46
First Horizon Advisors
Tennessee
$15K +$14.5K +377 New
Fidelity Investments
47
Fidelity Investments
Massachusetts
$13K +$1.2K +31 +10%
BlackRock
48
BlackRock
New York
$3K
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
-$11M -290,177 Closed
FI
50
FormulaFolio Investments
Michigan
-$3.14M -82,779 Closed

FLQL Hedge Fund Activity: Q1 2021 in Review

48 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Franklin US Large Cap Multifactor Index ETF (FLQL) for Q1 2021, worth a combined $1.1B — down 17% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FLQL positions and 6 closed out — a net gain of 1 holder — while 17 added to existing stakes and 17 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $10.2M. The largest seller was Franklin Resources, cutting an estimated $265M.

  • 48 institutional investors held Franklin US Large Cap Multifactor Index ETF (FLQL) as of Q1 2021, up from 47 in Q4 2020.
  • Funds reported $1.1B of Franklin US Large Cap Multifactor Index ETF stock for Q1 2021, down 17% quarter-over-quarter.
  • 7 funds opened new Franklin US Large Cap Multifactor Index ETF positions in Q1 2021 and 6 closed out, a net change of +1 holder.
  • The largest Franklin US Large Cap Multifactor Index ETF buyer in Q1 2021 was Raymond James Financial Services Advisors, an estimated $10.2M added.
  • The largest Franklin US Large Cap Multifactor Index ETF seller in Q1 2021 was Franklin Resources, an estimated $265M sold.

Based on aggregated 13F filings for Q1 2021.