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Franklin US Large Cap Multifactor Index ETF

52 hedge funds and large institutions have $796M invested in Franklin US Large Cap Multifactor Index ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

0% more funds holding

Funds holding: 5252 (0)

19% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 21

22.84% less ownership

Funds ownership: 73.47%50.64% (-23%)

32% less capital invested

Capital invested by funds: $1.17B → $796M (-$377M)

Holders
52
Holders Change
Holders Change %
0%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
17
Reduced
21
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$555M -$319M -7,259,253 -36%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$72M +$5.64M +128,250 +8%
BWL
3
Bogart Wealth LLC
Virginia
$45.3M +$18.2M +414,316 +63%
Bank of America
4
Bank of America
North Carolina
$31.7M -$65.4M -1,486,783 -66%
Morgan Stanley
5
Morgan Stanley
New York
$11.6M -$181K -4,113 -1%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$9.53M +$259K +5,895 +3%
CA
7
Cetera Advisors
Colorado
$8.27M -$157K -3,578 -2%
LPL Financial
8
LPL Financial
California
$8.09M -$158K -3,589 -2%
Wells Fargo
9
Wells Fargo
California
$6.95M -$846K -19,236 -10%
UBS Group
10
UBS Group
Switzerland
$5.1M +$78.8K +1,792 +2%
JWCA
11
J.W. Cole Advisors
Florida
$4.38M +$22.4K +509 +0.5%
BCM
12
Brookstone Capital Management
Illinois
$4.03M -$297K -6,755 -7%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.5M -$824K -18,733 -18%
FTUS
14
Flow Traders U.S.
New York
$3.28M +$3.42M +77,675 New
CAN
15
Cetera Advisor Networks
California
$3.14M +$44.6K +1,013 +1%
EH
16
Equitable Holdings
New York
$2.83M +$25.6K +583 +0.9%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.7M +$572K +13,009 +25%
MIAN
18
Mariner Independent Advisor Network
Kansas
$2.26M -$259K -5,889 -10%
KAS
19
Kestra Advisory Services
Texas
$1.78M +$191K +4,352 +11%
BCI
20
Brinker Capital Investments
Pennsylvania
$1.64M -$1.1K -25 -0.1%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.58M -$78.9K -1,795 -5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.39M -$1.04M -23,542 -42%
APA
23
American Portfolios Advisors
New York
$1.33M +$38.9K +885 +3%
LNC
24
Lincoln National Corp
Pennsylvania
$1.25M -$43.1K -979 -3%
IAIM
25
International Assets Investment Management
Florida
$1.22M +$1.8M +41,016 New

FLQL Hedge Fund Activity: Q3 2021 in Review

52 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Franklin US Large Cap Multifactor Index ETF (FLQL) for Q3 2021, worth a combined $796M — down 32% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FLQL positions and 3 closed out — a net gain of 2 holders — while 17 added to existing stakes and 21 trimmed.

The largest buyer was Bogart Wealth LLC, adding an estimated $18.2M. The largest seller was Franklin Resources, cutting an estimated $319M.

  • 52 institutional investors held Franklin US Large Cap Multifactor Index ETF (FLQL) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $796M of Franklin US Large Cap Multifactor Index ETF stock for Q3 2021, down 32% quarter-over-quarter.
  • 5 funds opened new Franklin US Large Cap Multifactor Index ETF positions in Q3 2021 and 3 closed out, a net change of +2 holders.
  • The largest Franklin US Large Cap Multifactor Index ETF buyer in Q3 2021 was Bogart Wealth LLC, an estimated $18.2M added.
  • The largest Franklin US Large Cap Multifactor Index ETF seller in Q3 2021 was Franklin Resources, an estimated $319M sold.

Based on aggregated 13F filings for Q3 2021.