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Franklin US Large Cap Multifactor Index ETF

55 hedge funds and large institutions have $691M invested in Franklin US Large Cap Multifactor Index ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

4% more funds holding

Funds holding: 5355 (+2)

1.06% less ownership

Funds ownership: 80.67%79.61% (-1.1%)

6% less capital invested

Capital invested by funds: $737M → $691M (-$45.7M)

Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
26
Bogart Wealth LLC
Virginia
$908K -$625 -14 -0.1%
CWP
27
Core Wealth Partners
California
$734K
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$726K -$1.02M -22,855 -58%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$685K -$2.19K -49 -0.3%
AWS
30
Atria Wealth Solutions
New York
$648K +$9.96K +223 +2%
Stifel Financial
31
Stifel Financial
Missouri
$588K +$10.8K +241 +2%
KCFA
32
Key Client Fiduciary Advisors
New Jersey
$519K -$2.23K -50 -0.4%
HCM
33
Howard Capital Management
Georgia
$488K +$82.3K +1,843 +19%
LNC
34
Lincoln National Corp
Pennsylvania
$369K -$18.8K -422 -5%
RJA
35
Raymond James & Associates
Florida
$344K +$118K +2,654 +50%
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$305K +$316K +7,075 New
DADC
37
D.A. Davidson & Co
Montana
$285K +$3.35K +75 +1%
PAS
38
Park Avenue Securities
New York
$260K +$270K +6,046 New
CWM
39
Cornerstone Wealth Management
Missouri
$259K -$3.93K -88 -1%
LFG
40
Lockerman Financial Group
California
$237K +$1.88K +42 +0.8%
CA
41
Cetera Advisors
Colorado
$213K +$221K +4,941 New
CFGS
42
Concourse Financial Group Securities
Alabama
$112K
HI
43
Harbour Investments
Wisconsin
$71.2K
Fidelity Investments
44
Fidelity Investments
Massachusetts
$45.7K -$33.2K -744 -41%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$33K +$45 +1 +0.1%
GWS
46
Glassman Wealth Services
Virginia
$28.3K
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$27.4K +$28.4K +637 New
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.7K
TWC
49
TD Waterhouse Canada
Ontario, Canada
$21.9K
PCA
50
Providence Capital Advisors
North Carolina
$18.4K +$19.1K +427 New

FLQL Hedge Fund Activity: Q3 2023 in Review

55 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Franklin US Large Cap Multifactor Index ETF (FLQL) for Q3 2023, worth a combined $691M — down 6.2% from $737M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FLQL positions and 6 closed out — a net gain of 2 holders — while 20 added to existing stakes and 18 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $7.11M. The largest seller was Franklin Resources, cutting an estimated $34.8M.

  • 55 institutional investors held Franklin US Large Cap Multifactor Index ETF (FLQL) as of Q3 2023, up from 53 in Q2 2023.
  • Funds reported $691M of Franklin US Large Cap Multifactor Index ETF stock for Q3 2023, down 6.2% quarter-over-quarter.
  • 8 funds opened new Franklin US Large Cap Multifactor Index ETF positions in Q3 2023 and 6 closed out, a net change of +2 holders.
  • The largest Franklin US Large Cap Multifactor Index ETF buyer in Q3 2023 was Raymond James Financial Services Advisors, an estimated $7.11M added.
  • The largest Franklin US Large Cap Multifactor Index ETF seller in Q3 2023 was Franklin Resources, an estimated $34.8M sold.

Based on aggregated 13F filings for Q3 2023.