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Franklin US Large Cap Multifactor Index ETF

53 hedge funds and large institutions have $737M invested in Franklin US Large Cap Multifactor Index ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $693M → $737M (+$43.3M)

1.55% more ownership

Funds ownership: 79.12%80.67% (+1.5%)

0% more funds holding

Funds holding: 5353 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

20% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 20

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
53
Holders Change
Holders Change %
0%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
16
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$14.2K
SS
52
Sunbelt Securities
Texas
$3.76K
FIA
53
FNY Investment Advisers
New York
$2K +$2.11K +50 New
Citadel Advisors
54
Citadel Advisors
Florida
-$5.2M -125,613 Closed
JWCA
55
J.W. Cole Advisors
Florida
-$1.79M -43,253 Closed
ASN
56
Advisory Services Network
Georgia
-$160K -3,868 Closed
BAM
57
Belpointe Asset Management
Nevada
-$68.5K -1,656 Closed
FHA
58
First Horizon Advisors
Tennessee
-$11.7K -283 Closed

FLQL Hedge Fund Activity: Q2 2023 in Review

53 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Franklin US Large Cap Multifactor Index ETF (FLQL) for Q2 2023, worth a combined $737M — up 6.2% from $693M a quarter earlier.

Fund positioning in FLQL was balanced in Q2 2023: 5 funds opened new positions, 5 closed out, 16 added to existing stakes and 20 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $22.7M. The largest seller was Franklin Resources, cutting an estimated $28.4M.

  • 53 institutional investors held Franklin US Large Cap Multifactor Index ETF (FLQL) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $737M of Franklin US Large Cap Multifactor Index ETF stock for Q2 2023, up 6.2% quarter-over-quarter.
  • 5 funds opened new Franklin US Large Cap Multifactor Index ETF positions in Q2 2023 and 5 closed out, a net change of 0 holders.
  • The largest Franklin US Large Cap Multifactor Index ETF buyer in Q2 2023 was Bank of New York Mellon, an estimated $22.7M added.
  • The largest Franklin US Large Cap Multifactor Index ETF seller in Q2 2023 was Franklin Resources, an estimated $28.4M sold.

Based on aggregated 13F filings for Q2 2023.