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Franklin US Large Cap Multifactor Index ETF

60 hedge funds and large institutions have $856M invested in Franklin US Large Cap Multifactor Index ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 11

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

24% more capital invested

Capital invested by funds: $691M → $856M (+$165M)

9% more funds holding

Funds holding: 5560 (+5)

4.91% less ownership

Funds ownership: 79.61%74.7% (-4.9%)

Holders
60
Holders Change
+5
Holders Change %
+9.09%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
33
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$1.29M +$22.3K +497 +2%
HCM
27
Howard Capital Management
Georgia
$1.18M +$598K +13,312 +117%
AI
28
Arrien Investments
Idaho
$1.14M -$18.6K -415 -2%
BWL
29
Bogart Wealth LLC
Virginia
$940K -$61.8K -1,377 -7%
Citadel Advisors
30
Citadel Advisors
Florida
$917K +$863K +19,214 New
AWS
31
Atria Wealth Solutions
New York
$808K +$85.1K +1,895 +13%
CWP
32
Core Wealth Partners
California
$798K -$14.9K -332 -2%
RJA
33
Raymond James & Associates
Florida
$790K +$385K +8,572 +107%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$738K -$20.7K -460 -3%
Stifel Financial
35
Stifel Financial
Missouri
$681K +$28.4K +632 +5%
KCFA
36
Key Client Fiduciary Advisors
New Jersey
$599K +$22.5K +500 +4%
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$521K +$172K +3,835 +54%
LNC
38
Lincoln National Corp
Pennsylvania
$400K -$7.63K -170 -2%
Goldman Sachs
39
Goldman Sachs
New York
$387K -$811K -18,051 -69%
DADC
40
D.A. Davidson & Co
Montana
$316K
PAS
41
Park Avenue Securities
New York
$305K +$15.9K +354 +6%
LFG
42
Lockerman Financial Group
California
$284K +$20.1K +447 +8%
CA
43
Cetera Advisors
Colorado
$213K -$21.7K -484 -10%
SG
44
StoneX Group
New York
$207K +$195K +4,336 New
CFGS
45
Concourse Financial Group Securities
Alabama
$124K
HI
46
Harbour Investments
Wisconsin
$80.1K +$1.17K +26 +2%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$75.4K +$23.3K +518 +49%
NA
48
NewEdge Advisors
Louisiana
$38.2K +$35.9K +800 New
Comerica Bank
49
Comerica Bank
Texas
$37.4K +$35.2K +784 New
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$36K +$90 +2 +0.3%

FLQL Hedge Fund Activity: Q4 2023 in Review

60 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Franklin US Large Cap Multifactor Index ETF (FLQL) for Q4 2023, worth a combined $856M — up 24% from $691M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FLQL positions and 3 closed out — a net gain of 5 holders — while 33 added to existing stakes and 11 trimmed.

The largest buyer was Franklin Resources, adding an estimated $30.6M. The largest seller was Goldman Sachs, cutting an estimated $811K.

  • 60 institutional investors held Franklin US Large Cap Multifactor Index ETF (FLQL) as of Q4 2023, up from 55 in Q3 2023.
  • Funds reported $856M of Franklin US Large Cap Multifactor Index ETF stock for Q4 2023, up 24% quarter-over-quarter.
  • 8 funds opened new Franklin US Large Cap Multifactor Index ETF positions in Q4 2023 and 3 closed out, a net change of +5 holders.
  • The largest Franklin US Large Cap Multifactor Index ETF buyer in Q4 2023 was Franklin Resources, an estimated $30.6M added.
  • The largest Franklin US Large Cap Multifactor Index ETF seller in Q4 2023 was Goldman Sachs, an estimated $811K sold.

Based on aggregated 13F filings for Q4 2023.