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Franklin US Large Cap Multifactor Index ETF

43 hedge funds and large institutions have $1.1B invested in Franklin US Large Cap Multifactor Index ETF in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

2% more funds holding

Funds holding: 4243 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $1.17B → $1.1B (-$72.6M)

12.76% less ownership

Funds ownership: 90.03%77.28% (-13%)

Holders
43
Holders Change
+1
Holders Change %
+2.38%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
17
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$887M -$331M -10,722,465 -29%
Bank of America
2
Bank of America
North Carolina
$51M +$9.58M +310,076 +24%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$37.3M +$35.9M +1,160,904 New
BWL
4
Bogart Wealth LLC
Virginia
$21.2M +$993K +32,150 +5%
MIAN
5
Mariner Independent Advisor Network
Kansas
$17.3M -$2.95M -95,510 -15%
LPL Financial
6
LPL Financial
California
$13M +$727K +23,523 +6%
Morgan Stanley
7
Morgan Stanley
New York
$12.3M -$299K -9,686 -2%
Wells Fargo
8
Wells Fargo
California
$7.63M +$452K +14,647 +7%
MHS
9
M Holdings Securities
Oregon
$7.51M +$2.94M +95,031 +68%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$7.37M +$370K +11,988 +6%
UBS Group
11
UBS Group
Switzerland
$7.08M -$977K -31,625 -13%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5.01M +$3.21M +103,813 +200%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$4.3M -$1.75M -56,730 -30%
JWCA
14
J.W. Cole Advisors
Florida
$3.19M +$3.07M +99,314 New
Osaic Holdings
15
Osaic Holdings
Arizona
$2.34M +$1.82K +59 +0.1%
BCM
16
Brookstone Capital Management
Illinois
$2.16M -$122K -3,959 -6%
FAAS
17
First Allied Advisory Services
California
$1.98M +$1.2M +38,816 +170%
Jane Street
18
Jane Street
New York
$1.62M -$26.9K -870 -2%
EH
19
Equitable Holdings
New York
$1.47M +$251K +8,121 +22%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.31M -$613K -19,834 -33%
BCI
21
Brinker Capital Investments
Pennsylvania
$1.29M -$301K -9,736 -20%
CAN
22
Cetera Advisor Networks
California
$1.27M +$61.8K +2,000 +5%
LNC
23
Lincoln National Corp
Pennsylvania
$940K +$88.2K +2,854 +11%
RJA
24
Raymond James & Associates
Florida
$889K -$12K -390 -1%
ASN
25
Advisory Services Network
Georgia
$709K -$50.2K -1,625 -7%

FLQL Hedge Fund Activity: Q2 2020 in Review

43 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Franklin US Large Cap Multifactor Index ETF (FLQL) for Q2 2020, worth a combined $1.1B — down 6.2% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FLQL positions and 4 closed out — a net gain of 1 holder — while 17 added to existing stakes and 14 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $35.9M. The largest seller was Franklin Resources, cutting an estimated $331M.

  • 43 institutional investors held Franklin US Large Cap Multifactor Index ETF (FLQL) as of Q2 2020, up from 42 in Q1 2020.
  • Funds reported $1.1B of Franklin US Large Cap Multifactor Index ETF stock for Q2 2020, down 6.2% quarter-over-quarter.
  • 5 funds opened new Franklin US Large Cap Multifactor Index ETF positions in Q2 2020 and 4 closed out, a net change of +1 holder.
  • The largest Franklin US Large Cap Multifactor Index ETF buyer in Q2 2020 was Raymond James Financial Services Advisors, an estimated $35.9M added.
  • The largest Franklin US Large Cap Multifactor Index ETF seller in Q2 2020 was Franklin Resources, an estimated $331M sold.

Based on aggregated 13F filings for Q2 2020.