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Franklin US Large Cap Multifactor Index ETF

47 hedge funds and large institutions have $1.32B invested in Franklin US Large Cap Multifactor Index ETF in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

21% more capital invested

Capital invested by funds: $1.09B → $1.32B (+$231M)

9.43% more ownership

Funds ownership: 83.74%93.17% (+9.4%)

9% more funds holding

Funds holding: 4347 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
47
Holders Change
+4
Holders Change %
+9.3%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
21
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$1.08B +$116M +3,174,288 +13%
Bank of America
2
Bank of America
North Carolina
$63.2M -$1.29M -35,434 -2%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$45.4M +$39.8K +1,091 +0.1%
BWL
4
Bogart Wealth LLC
Virginia
$29.5M +$4.76M +130,659 +20%
Morgan Stanley
5
Morgan Stanley
New York
$13.7M -$511K -14,016 -4%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$11M +$1.75M +47,921 +20%
MHS
7
M Holdings Securities
Oregon
$10.4M +$737K +20,217 +8%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$7.94M +$2.64M +72,458 +53%
Wells Fargo
9
Wells Fargo
California
$7.69M -$342K -9,398 -4%
MIAN
10
Mariner Independent Advisor Network
Kansas
$7.16M +$1.32M +36,237 +24%
LPL Financial
11
LPL Financial
California
$7M -$423K -11,614 -6%
UBS Group
12
UBS Group
Switzerland
$4.67M +$32.8K +901 +0.7%
JWCA
13
J.W. Cole Advisors
Florida
$3.96M -$89.6K -2,460 -2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.78M +$548K +15,030 +18%
BCM
15
Brookstone Capital Management
Illinois
$3.22M +$79.6K +2,185 +3%
FI
16
FormulaFolio Investments
Michigan
$3.14M +$3.02M +82,779 New
Osaic Holdings
17
Osaic Holdings
Arizona
$2.59M -$105K -2,890 -4%
EH
18
Equitable Holdings
New York
$2.16M +$78.3K +2,150 +4%
CAN
19
Cetera Advisor Networks
California
$1.62M +$121K +3,309 +8%
BCI
20
Brinker Capital Investments
Pennsylvania
$1.5M -$18.2K -500 -1%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.49M +$500K +13,724 +54%
LNC
22
Lincoln National Corp
Pennsylvania
$1.4M +$159K +4,358 +13%
RJA
23
Raymond James & Associates
Florida
$979K -$20.6K -566 -2%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$934K +$898K +24,648 New
WI
25
WBI Investments
New Jersey
$887K +$853K +23,418 New

FLQL Hedge Fund Activity: Q4 2020 in Review

47 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Franklin US Large Cap Multifactor Index ETF (FLQL) for Q4 2020, worth a combined $1.32B — up 21% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FLQL positions and 3 closed out — a net gain of 5 holders — while 21 added to existing stakes and 11 trimmed.

The largest buyer was Franklin Resources, adding an estimated $116M. The largest seller was Bank of America, cutting an estimated $1.29M.

  • 47 institutional investors held Franklin US Large Cap Multifactor Index ETF (FLQL) as of Q4 2020, up from 43 in Q3 2020.
  • Funds reported $1.32B of Franklin US Large Cap Multifactor Index ETF stock for Q4 2020, up 21% quarter-over-quarter.
  • 8 funds opened new Franklin US Large Cap Multifactor Index ETF positions in Q4 2020 and 3 closed out, a net change of +5 holders.
  • The largest Franklin US Large Cap Multifactor Index ETF buyer in Q4 2020 was Franklin Resources, an estimated $116M added.
  • The largest Franklin US Large Cap Multifactor Index ETF seller in Q4 2020 was Bank of America, an estimated $1.29M sold.

Based on aggregated 13F filings for Q4 2020.