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Franklin US Large Cap Multifactor Index ETF

53 hedge funds and large institutions have $693M invested in Franklin US Large Cap Multifactor Index ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 5353 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

1.95% less ownership

Funds ownership: 81.07%79.12% (-1.9%)

5% less capital invested

Capital invested by funds: $733M → $693M (-$40M)

38% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 24

Holders
53
Holders Change
Holders Change %
0%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
15
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$668K +$650K +16,134 New
AWS
27
Atria Wealth Solutions
New York
$611K -$581K -14,417 -49%
Stifel Financial
28
Stifel Financial
Missouri
$529K -$29.1K -723 -5%
LNC
29
Lincoln National Corp
Pennsylvania
$458K +$5.2K +129 +1%
AT
30
American Trust
Kentucky
$384K +$203K +5,046 +73%
KCFA
31
Key Client Fiduciary Advisors
New Jersey
$381K +$20.1K +500 +6%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$375K -$9.06K -225 -2%
VAS
33
Vestmark Advisory Solutions
Massachusetts
$275K -$1.57K -39 -0.6%
DADC
34
D.A. Davidson & Co
Montana
$271K -$6.04K -150 -2%
CWM
35
Cornerstone Wealth Management
Missouri
$252K +$245K +6,091 New
LFG
36
Lockerman Financial Group
California
$231K -$31.5K -782 -12%
SG
37
StoneX Group
New York
$223K +$218K +5,400 New
RJA
38
Raymond James & Associates
Florida
$205K -$52.4K -1,301 -21%
JP Morgan Chase
39
JP Morgan Chase
New York
$200K +$12.5K +310 +7%
ASN
40
Advisory Services Network
Georgia
$160K -$9.51K -236 -6%
GWM
41
Geneos Wealth Management
Colorado
$139K
CFGS
42
Concourse Financial Group Securities
Alabama
$108K
BAM
43
Belpointe Asset Management
Nevada
$68.5K
HI
44
Harbour Investments
Wisconsin
$68.4K -$3.63K -90 -5%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$29K -$14.5K -359 -34%
GWS
46
Glassman Wealth Services
Virginia
$27.1K
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.8K
TWC
48
TD Waterhouse Canada
Ontario, Canada
$21.2K -$101K -2,498 -83%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$20.1K -$7.01K -174 -26%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$13.2K

FLQL Hedge Fund Activity: Q1 2023 in Review

53 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Franklin US Large Cap Multifactor Index ETF (FLQL) for Q1 2023, worth a combined $693M — down 5.5% from $733M a quarter earlier.

Fund positioning in FLQL was balanced in Q1 2023: 7 funds opened new positions, 7 closed out, 15 added to existing stakes and 24 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $5.06M. The largest seller was Bogart Wealth LLC, cutting an estimated $48.2M.

  • 53 institutional investors held Franklin US Large Cap Multifactor Index ETF (FLQL) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $693M of Franklin US Large Cap Multifactor Index ETF stock for Q1 2023, down 5.5% quarter-over-quarter.
  • 7 funds opened new Franklin US Large Cap Multifactor Index ETF positions in Q1 2023 and 7 closed out, a net change of 0 holders.
  • The largest Franklin US Large Cap Multifactor Index ETF buyer in Q1 2023 was Citadel Advisors, an estimated $5.06M added.
  • The largest Franklin US Large Cap Multifactor Index ETF seller in Q1 2023 was Bogart Wealth LLC, an estimated $48.2M sold.

Based on aggregated 13F filings for Q1 2023.