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Franklin US Large Cap Multifactor Index ETF
FLQL

51 hedge funds and large institutions have $790M invested in Franklin US Large Cap Multifactor Index ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.31% more ownership

Funds ownership: 47.57% → 54.88% (+7.3%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $803M → $790M (-$12.3M)

4% less funds holding

Funds holding: 53 → 51 (-2)

25% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 20

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
15
Reduced
20
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$132M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$7.28M
3
WAP
Wealthcare Advisory Partners
Pennsylvania
+$4.06M
4
Bank of America
Bank of America
North Carolina
+$656K
5
EH
Equitable Holdings
New York
+$466K

Top Sellers

1
BWL
Bogart Wealth LLC
Virginia
-$16M
2
Jane Street
Jane Street
New York
-$6.07M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.83M
4
MHS
M Holdings Securities
Oregon
-$3.23M
5
CA
Cetera Advisors
Colorado
-$829K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$528K – – –
LNC
27
Lincoln National Corp
Pennsylvania
$402K +$26.9K +648 +7%
Citadel Advisors
28
Citadel Advisors
Florida
$385K -$262K -6,303 -39%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$360K – – –
KCFA
30
Key Client Fiduciary Advisors
New Jersey
$344K +$19.5K +470 +6%
TWC
31
TD Waterhouse Canada
Ontario, Canada
$275K -$63.9K -1,537 -18%
CWM
32
Cornerstone Wealth Management
Missouri
$266K +$4.16K +100 +1%
LFG
33
Lockerman Financial Group
California
$260K +$279K +6,713 New
DADC
34
D.A. Davidson & Co
Montana
$252K +$2.91K +70 +1%
RJA
35
Raymond James & Associates
Florida
$219K -$20.2K -487 -8%
HighTower Advisors
36
HighTower Advisors
Illinois
$204K +$4.99K +120 +2%
GWM
37
Geneos Wealth Management
Colorado
$132K – – –
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$128K -$106K -2,545 -43%
CFGS
39
Concourse Financial Group Securities
Alabama
$101K – – –
NC
40
NewSquare Capital
Pennsylvania
$84K – – –
HI
41
Harbour Investments
Wisconsin
$74K +$79K +1,902 New
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$41K – – –
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$31K +$33.2K +798 New
GWS
44
Glassman Wealth Services
Virginia
$25K – – –
Fidelity Investments
45
Fidelity Investments
Massachusetts
$22K -$1.08K -26 -4%
FDCDDQ
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.3K – – –
GRP
47
Global Retirement Partners
California
$11K – – –
FHA
48
First Horizon Advisors
Tennessee
$10K +$11.8K +283 New
IA
49
IFP Advisors
Florida
$9K – – –
IAIM
50
International Assets Investment Management
Florida
$2.04K -$332 -8 -0%
1
2
3

FLQL Hedge Fund Activity: Q2 2022 in Review

51 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Franklin US Large Cap Multifactor Index ETF (FLQL) for Q2 2022, worth a combined $790M — down 1.5% from $803M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of FLQL and 5 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 15 added.

The largest buyer was Franklin Resources, adding an estimated $132M. The largest seller was Bogart Wealth LLC, cutting an estimated $16M.

  • 51 institutional investors held Franklin US Large Cap Multifactor Index ETF (FLQL) as of Q2 2022, down from 53 in Q1 2022.
  • Funds reported $790M of Franklin US Large Cap Multifactor Index ETF stock for Q2 2022, down 1.5% quarter-over-quarter.
  • 5 funds opened new Franklin US Large Cap Multifactor Index ETF positions in Q2 2022 and 7 closed out, a net change of -2 holders.
  • The largest Franklin US Large Cap Multifactor Index ETF buyer in Q2 2022 was Franklin Resources, an estimated $132M added.
  • The largest Franklin US Large Cap Multifactor Index ETF seller in Q2 2022 was Bogart Wealth LLC, an estimated $16M sold.

Based on aggregated 13F filings for Q2 2022.