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Franklin US Large Cap Multifactor Index ETF

31 hedge funds and large institutions have $1.18B invested in Franklin US Large Cap Multifactor Index ETF in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

325% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 4

24% more funds holding

Funds holding: 2531 (+6)

2% more capital invested

Capital invested by funds: $1.16B → $1.18B (+$21.5M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.01% less ownership

Funds ownership: 98.32%97.31% (-1%)

Holders
31
Holders Change
+6
Holders Change %
+24%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
17
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$1.1B -$24.7M -757,464 -2%
MIAN
2
Mariner Independent Advisor Network
Kansas
$30.2M +$1.9M +58,345 +7%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$16.1M +$639K +19,589 +4%
LPL Financial
4
LPL Financial
California
$10.9M +$3.68M +112,785 +52%
Morgan Stanley
5
Morgan Stanley
New York
$10.3M +$3.99M +122,398 +64%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$3.56M +$2.27M +69,449 +181%
Stifel Financial
7
Stifel Financial
Missouri
$3.04M +$2.78M +85,176 +1,253%
Wells Fargo
8
Wells Fargo
California
$2.84M +$1.19M +36,497 +74%
RJA
9
Raymond James & Associates
Florida
$998K +$54.4K +1,668 +6%
Bank of America
10
Bank of America
North Carolina
$844K +$463K +14,187 +125%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$817K +$117K +3,591 +17%
Citadel Advisors
12
Citadel Advisors
Florida
$808K +$798K +24,453 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$789K +$14.3K +437 +2%
BCM
14
Brookstone Capital Management
Illinois
$726K +$717K +21,975 New
FAAS
15
First Allied Advisory Services
California
$721K +$116K +3,550 +20%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$651K +$315K +9,645 +96%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$513K +$122K +3,745 +32%
CAN
18
Cetera Advisor Networks
California
$501K +$495K +15,178 New
SC
19
Scotia Capital
Ontario, Canada
$359K -$156K -4,770 -30%
DADC
20
D.A. Davidson & Co
Montana
$305K +$301K +9,230 New
KM
21
Kalos Management
Georgia
$280K +$277K +8,486 New
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$255K
PAG
23
Private Advisor Group
New Jersey
$236K -$59.6K -1,825 -20%
UBS Group
24
UBS Group
Switzerland
$165K +$139K +4,264 +579%
AG
25
Advisor Group
Arizona
$159K +$13.2K +405 +9%

FLQL Hedge Fund Activity: Q3 2019 in Review

31 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Franklin US Large Cap Multifactor Index ETF (FLQL) for Q3 2019, worth a combined $1.18B — up 1.8% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FLQL positions and 1 closed out — a net gain of 6 holders — while 17 added to existing stakes and 4 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.99M. The largest seller was Franklin Resources, cutting an estimated $24.7M.

  • 31 institutional investors held Franklin US Large Cap Multifactor Index ETF (FLQL) as of Q3 2019, up from 25 in Q2 2019.
  • Funds reported $1.18B of Franklin US Large Cap Multifactor Index ETF stock for Q3 2019, up 1.8% quarter-over-quarter.
  • 7 funds opened new Franklin US Large Cap Multifactor Index ETF positions in Q3 2019 and 1 closed out, a net change of +6 holders.
  • The largest Franklin US Large Cap Multifactor Index ETF buyer in Q3 2019 was Morgan Stanley, an estimated $3.99M added.
  • The largest Franklin US Large Cap Multifactor Index ETF seller in Q3 2019 was Franklin Resources, an estimated $24.7M sold.

Based on aggregated 13F filings for Q3 2019.