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Franklin US Large Cap Multifactor Index ETF

72 hedge funds and large institutions have $1.16B invested in Franklin US Large Cap Multifactor Index ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 37 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

164% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 14

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

9% more capital invested

Capital invested by funds: $1.07B → $1.16B (+$97.6M)

6% more funds holding

Funds holding: 6872 (+4)

3.87% more ownership

Funds ownership: 75.19%79.05% (+3.9%)

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
0.95%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
12
Increased
37
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$3.34M +$117K +1,971 +4%
PRRFG
27
Paul R. Ried Financial Group
Washington
$3.16M +$3.2M +53,910 New
Osaic Holdings
28
Osaic Holdings
Arizona
$2.99M -$881K -14,842 -23%
Mariner
29
Mariner
Kansas
$2.97M +$155K +2,605 +5%
CWA
30
Crux Wealth Advisors
California
$2.91M +$2.95M +49,680 New
KAS
31
Kestra Advisory Services
Texas
$2.21M +$50.6K +852 +2%
HCM
32
Howard Capital Management
Georgia
$2.2M +$895K +15,089 +67%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$2.18M +$118K +1,994 +6%
SWP
34
Sagespring Wealth Partners
Tennessee
$1.98M +$2M +33,751 New
Goldman Sachs
35
Goldman Sachs
New York
$1.94M -$2.45M -41,292 -56%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$1.66M +$491K +8,282 +41%
SCM
37
SOL Capital Management
Maryland
$1.32M +$874K +14,733 +188%
AWS
38
Atria Wealth Solutions
New York
$1.3M +$15.5K +261 +1%
AI
39
Arrien Investments
Idaho
$1.23M -$56.2K -947 -4%
BWL
40
Bogart Wealth LLC
Virginia
$1.1M -$3.44K -58 -0.3%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$1.05M -$7.81M -131,661 -88%
CWP
42
Core Wealth Partners
California
$955K -$17.7K -298 -2%
Envestnet Portfolio Solutions
43
Envestnet Portfolio Solutions
Illinois
$835K +$78.7K +1,326 +10%
GWM
44
Geneos Wealth Management
Colorado
$669K -$13.1K -221 -2%
KCFA
45
Key Client Fiduciary Advisors
New Jersey
$616K +$119 +2 +0%
DADC
46
D.A. Davidson & Co
Montana
$470K +$15.1K +254 +3%
PAS
47
Park Avenue Securities
New York
$458K +$12.5K +210 +3%
MWM
48
Modern Wealth Management
Kansas
$382K +$387K +6,518 New
NA
49
NewEdge Advisors
Louisiana
$380K +$13.8K +232 +4%
CFB
50
Cullen/Frost Bankers
Texas
$293K -$6.71K -113 -2%

FLQL Hedge Fund Activity: Q4 2024 in Review

72 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Franklin US Large Cap Multifactor Index ETF (FLQL) for Q4 2024, worth a combined $1.16B — up 9.1% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FLQL positions and 6 closed out — a net gain of 6 holders — while 37 added to existing stakes and 14 trimmed.

The largest buyer was Franklin Resources, adding an estimated $77.7M. The largest seller was Royal Bank of Canada, cutting an estimated $7.81M.

  • 72 institutional investors held Franklin US Large Cap Multifactor Index ETF (FLQL) as of Q4 2024, up from 68 in Q3 2024.
  • Funds reported $1.16B of Franklin US Large Cap Multifactor Index ETF stock for Q4 2024, up 9.1% quarter-over-quarter.
  • 12 funds opened new Franklin US Large Cap Multifactor Index ETF positions in Q4 2024 and 6 closed out, a net change of +6 holders.
  • The largest Franklin US Large Cap Multifactor Index ETF buyer in Q4 2024 was Franklin Resources, an estimated $77.7M added.
  • The largest Franklin US Large Cap Multifactor Index ETF seller in Q4 2024 was Royal Bank of Canada, an estimated $7.81M sold.

Based on aggregated 13F filings for Q4 2024.