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Franklin US Large Cap Multifactor Index ETF

41 hedge funds and large institutions have $1.31B invested in Franklin US Large Cap Multifactor Index ETF in 2019 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

450% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

32% more funds holding

Funds holding: 3141 (+10)

11% more capital invested

Capital invested by funds: $1.18B → $1.31B (+$130M)

2.57% less ownership

Funds ownership: 97.31%94.74% (-2.6%)

Holders
41
Holders Change
+10
Holders Change %
+32.26%
% of All Funds
0.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
11
Increased
22
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
$1.16B -$7.63M -225,570 -0.7%
MIAN
2
Mariner Independent Advisor Network
Kansas
$36.6M +$4.26M +125,979 +14%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$21.7M +$4.45M +131,404 +27%
LPL Financial
4
LPL Financial
California
$17.9M +$6.1M +180,275 +54%
Bank of America
5
Bank of America
North Carolina
$15.1M +$13.7M +405,855 +1,589%
Morgan Stanley
6
Morgan Stanley
New York
$11.6M +$676K +19,982 +6%
AWM
7
Adams Wealth Management
Utah
$7.1M +$6.87M +202,975 New
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$5.93M +$5.74M +169,574 New
UBS Group
9
UBS Group
Switzerland
$5.26M +$4.92M +145,350 +2,907%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$5.09M +$1.27M +37,641 +35%
Wells Fargo
11
Wells Fargo
California
$4.24M +$1.19M +35,314 +41%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$3.9M +$3.77M +111,382 New
Stifel Financial
13
Stifel Financial
Missouri
$3.63M +$398K +11,779 +13%
Jane Street
14
Jane Street
New York
$2.99M +$2.89M +85,556 New
EH
15
Equitable Holdings
New York
$2.37M +$2.29M +67,644 New
BCM
16
Brookstone Capital Management
Illinois
$2.2M +$1.38M +40,852 +186%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$1.81M +$917K +27,114 +110%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.53M +$813K +24,029 +122%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.06M +$218K +6,438 +27%
BCI
20
Brinker Capital Investments
Pennsylvania
$997K +$887K +26,218 +1,146%
RJA
21
Raymond James & Associates
Florida
$947K -$107K -3,157 -10%
ASN
22
Advisory Services Network
Georgia
$842K +$798K +23,585 +4,843%
FAAS
23
First Allied Advisory Services
California
$826K +$74.6K +2,204 +10%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$808K +$782K +23,118 New
CAN
25
Cetera Advisor Networks
California
$765K +$227K +6,713 +44%

FLQL Hedge Fund Activity: Q4 2019 in Review

41 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Franklin US Large Cap Multifactor Index ETF (FLQL) for Q4 2019, worth a combined $1.31B — up 11% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FLQL positions and 1 closed out — a net gain of 10 holders — while 22 added to existing stakes and 4 trimmed.

The largest buyer was Bank of America, adding an estimated $13.7M. The largest seller was Franklin Resources, cutting an estimated $7.63M.

  • 41 institutional investors held Franklin US Large Cap Multifactor Index ETF (FLQL) as of Q4 2019, up from 31 in Q3 2019.
  • Funds reported $1.31B of Franklin US Large Cap Multifactor Index ETF stock for Q4 2019, up 11% quarter-over-quarter.
  • 11 funds opened new Franklin US Large Cap Multifactor Index ETF positions in Q4 2019 and 1 closed out, a net change of +10 holders.
  • The largest Franklin US Large Cap Multifactor Index ETF buyer in Q4 2019 was Bank of America, an estimated $13.7M added.
  • The largest Franklin US Large Cap Multifactor Index ETF seller in Q4 2019 was Franklin Resources, an estimated $7.63M sold.

Based on aggregated 13F filings for Q4 2019.