We are live on ! Find out more
FLQL icon

Franklin US Large Cap Multifactor Index ETF
FLQL

52 hedge funds and large institutions have $778M invested in Franklin US Large Cap Multifactor Index ETF in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 14

0% more funds holding

Funds holding: 52 → 52 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

2% less capital invested

Capital invested by funds: $796M → $778M (-$18.2M)

6.23% less ownership

Funds ownership: 50.64% → 44.41% (-6.2%)

Holders
52
Holders Change
–
Holders Change %
0%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
23
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWL
Bogart Wealth LLC
Virginia
+$16.4M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.01M
3
Goldman Sachs
Goldman Sachs
New York
+$1.88M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.79M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.5M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$122M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$2.06M
3
FTUS
Flow Traders U.S.
New York
-$1.81M
4
BCI
Brinker Capital Investments
Pennsylvania
-$1.64M
5
Morgan Stanley
Morgan Stanley
New York
-$1.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIAN
26
Mariner Independent Advisor Network
Kansas
$1.27M -$1.19M -26,395 -49%
SC
27
Scotia Capital
Ontario, Canada
$848K -$11K -244 -1%
Stifel Financial
28
Stifel Financial
Missouri
$650K +$23.6K +525 +4%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$606K +$15.4K +343 +3%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$437K -$12.9K -288 -3%
LNC
31
Lincoln National Corp
Pennsylvania
$436K -$911K -20,264 -69%
KCFA
32
Key Client Fiduciary Advisors
New Jersey
$408K +$390K +8,670 New
TWC
33
TD Waterhouse Canada
Ontario, Canada
$406K +$389K +8,653 New
CWM
34
Cornerstone Wealth Management
Missouri
$332K +$180 +4 +0.1%
DADC
35
D.A. Davidson & Co
Montana
$293K +$22.5K +500 +9%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$275K +$263K +5,855 New
RJA
37
Raymond James & Associates
Florida
$260K +$9.85K +219 +4%
CCM
38
Crabel Capital Management
California
$258K +$247K +5,483 New
HighTower Advisors
39
HighTower Advisors
Illinois
$241K – – –
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$231K -$55.3K -1,229 -20%
KM
41
Kalos Management
Georgia
$230K +$18.2K +405 +8%
GWM
42
Geneos Wealth Management
Colorado
$159K – – –
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
$154K – – –
CFGS
44
Concourse Financial Group Securities
Alabama
$153K – – –
CFA
45
Carroll Financial Associates
North Carolina
$70K – – –
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$61K +$315 +7 +0.5%
GWS
47
Glassman Wealth Services
Virginia
$31K – – –
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$29K – – –
Fidelity Investments
49
Fidelity Investments
Massachusetts
$27K +$90 +2 +0.3%
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.9K – – –
1
2
3

FLQL Hedge Fund Activity: Q4 2021 in Review

52 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Franklin US Large Cap Multifactor Index ETF (FLQL) for Q4 2021, worth a combined $778M — down 2.3% from $796M a quarter earlier.

Fund positioning in FLQL was balanced in Q4 2021: 5 funds opened new positions, 5 closed out, 23 added to existing stakes and 14 trimmed.

The largest buyer was Bogart Wealth LLC, adding an estimated $16.4M. The largest seller was Franklin Resources, cutting an estimated $122M.

  • 52 institutional investors held Franklin US Large Cap Multifactor Index ETF (FLQL) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $778M of Franklin US Large Cap Multifactor Index ETF stock for Q4 2021, down 2.3% quarter-over-quarter.
  • 5 funds opened new Franklin US Large Cap Multifactor Index ETF positions in Q4 2021 and 5 closed out, a net change of 0 holders.
  • The largest Franklin US Large Cap Multifactor Index ETF buyer in Q4 2021 was Bogart Wealth LLC, an estimated $16.4M added.
  • The largest Franklin US Large Cap Multifactor Index ETF seller in Q4 2021 was Franklin Resources, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2021.