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Franklin US Large Cap Multifactor Index ETF

62 hedge funds and large institutions have $932M invested in Franklin US Large Cap Multifactor Index ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

9% more capital invested

Capital invested by funds: $856M → $932M (+$76.8M)

3% more funds holding

Funds holding: 6062 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.2% less ownership

Funds ownership: 74.7%72.5% (-2.2%)

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
29
Reduced
20
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$2.58M -$29.7K -587 -1%
Mariner
27
Mariner
Kansas
$2.41M -$356K -7,035 -13%
Stifel Financial
28
Stifel Financial
Missouri
$2.16M +$1.33M +26,350 +185%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$2.16M +$587K +11,609 +40%
HCM
30
Howard Capital Management
Georgia
$1.5M +$179K +3,534 +14%
GWM
31
Geneos Wealth Management
Colorado
$1.46M +$20K +396 +1%
Goldman Sachs
32
Goldman Sachs
New York
$1.29M +$812K +16,051 +198%
AI
33
Arrien Investments
Idaho
$1.19M -$81.7K -1,616 -7%
BWL
34
Bogart Wealth LLC
Virginia
$1M -$45.5K -899 -5%
CWP
35
Core Wealth Partners
California
$934K +$41.5K +820 +5%
AWS
36
Atria Wealth Solutions
New York
$887K -$14.1K -279 -2%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$846K +$21.9K +433 +3%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$740K +$701K +13,870 +43,344%
RJA
39
Raymond James & Associates
Florida
$729K -$145K -2,864 -17%
SOS
40
Silver Oak Securities
Tennessee
$725K +$689K +13,615 New
KCFA
41
Key Client Fiduciary Advisors
New Jersey
$668K
Envestnet Portfolio Solutions
42
Envestnet Portfolio Solutions
Illinois
$629K +$45.5K +899 +8%
LNC
43
Lincoln National Corp
Pennsylvania
$430K -$16.1K -319 -4%
DADC
44
D.A. Davidson & Co
Montana
$398K +$43.2K +855 +13%
PAS
45
Park Avenue Securities
New York
$360K +$18.6K +367 +6%
SCM
46
SOL Capital Management
Maryland
$309K +$294K +5,805 New
LFG
47
Lockerman Financial Group
California
$298K -$18.2K -360 -6%
Citadel Advisors
48
Citadel Advisors
Florida
$249K -$735K -14,541 -76%
SG
49
StoneX Group
New York
$229K -$1.36K -27 -0.6%
CIA
50
Concurrent Investment Advisors
Florida
$202K +$191K +3,785 New

FLQL Hedge Fund Activity: Q1 2024 in Review

62 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Franklin US Large Cap Multifactor Index ETF (FLQL) for Q1 2024, worth a combined $932M — up 9% from $856M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FLQL positions and 2 closed out — a net gain of 3 holders — while 29 added to existing stakes and 20 trimmed.

The largest buyer was Steward Partners Investment Advisory, opening a new position worth an estimated $45.4M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $52.9M.

  • 62 institutional investors held Franklin US Large Cap Multifactor Index ETF (FLQL) as of Q1 2024, up from 60 in Q4 2023.
  • Funds reported $932M of Franklin US Large Cap Multifactor Index ETF stock for Q1 2024, up 9% quarter-over-quarter.
  • 5 funds opened new Franklin US Large Cap Multifactor Index ETF positions in Q1 2024 and 2 closed out, a net change of +3 holders.
  • The largest Franklin US Large Cap Multifactor Index ETF buyer in Q1 2024 was Steward Partners Investment Advisory, an estimated $45.4M added.
  • The largest Franklin US Large Cap Multifactor Index ETF seller in Q1 2024 was Raymond James Financial Services Advisors, an estimated $52.9M sold.

Based on aggregated 13F filings for Q1 2024.