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Franklin US Large Cap Multifactor Index ETF

51 hedge funds and large institutions have $790M invested in Franklin US Large Cap Multifactor Index ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.31% more ownership

Funds ownership: 47.57%54.88% (+7.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $803M → $790M (-$12.3M)

4% less funds holding

Funds holding: 5351 (-2)

25% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 20

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
15
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$549M +$132M +3,180,143 +29%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$82.5M +$7.28M +175,129 +9%
BWL
3
Bogart Wealth LLC
Virginia
$42.1M -$16M -384,473 -26%
Bank of America
4
Bank of America
North Carolina
$29.4M +$656K +15,785 +2%
MHS
5
M Holdings Securities
Oregon
$9.89M -$3.23M -77,764 -23%
LPL Financial
6
LPL Financial
California
$8.8M -$782K -18,820 -8%
Morgan Stanley
7
Morgan Stanley
New York
$8.6M -$462K -11,119 -5%
Wells Fargo
8
Wells Fargo
California
$6.2M -$233K -5,614 -3%
CA
9
Cetera Advisors
Colorado
$6.03M -$829K -19,945 -11%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$5.52M -$160K -3,852 -3%
BCM
11
Brookstone Capital Management
Illinois
$4.38M +$238K +5,725 +5%
UBS Group
12
UBS Group
Switzerland
$4.21M -$49.3K -1,187 -1%
JWCA
13
J.W. Cole Advisors
Florida
$4.08M +$43.3K +1,043 +1%
WAP
14
Wealthcare Advisory Partners
Pennsylvania
$3.79M +$4.06M +97,638 New
EH
15
Equitable Holdings
New York
$3.64M +$466K +11,210 +14%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3M -$200K -4,823 -6%
CAN
17
Cetera Advisor Networks
California
$3M +$87.3K +2,101 +3%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.8M +$428K +10,299 +17%
MIAN
19
Mariner Independent Advisor Network
Kansas
$2.29M -$120K -2,896 -5%
KAS
20
Kestra Advisory Services
Texas
$1.76M -$24.4K -587 -1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.28M -$3.83M -92,110 -74%
APA
22
American Portfolios Advisors
New York
$1.24M -$102K -2,443 -7%
Osaic Holdings
23
Osaic Holdings
Arizona
$1.05M -$257K -6,176 -19%
AWS
24
Atria Wealth Solutions
New York
$816K +$246K +5,917 +39%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$583K +$63.5K +1,527 +11%

FLQL Hedge Fund Activity: Q2 2022 in Review

51 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Franklin US Large Cap Multifactor Index ETF (FLQL) for Q2 2022, worth a combined $790M — down 1.5% from $803M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of FLQL and 5 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 15 added.

The largest buyer was Franklin Resources, adding an estimated $132M. The largest seller was Bogart Wealth LLC, cutting an estimated $16M.

  • 51 institutional investors held Franklin US Large Cap Multifactor Index ETF (FLQL) as of Q2 2022, down from 53 in Q1 2022.
  • Funds reported $790M of Franklin US Large Cap Multifactor Index ETF stock for Q2 2022, down 1.5% quarter-over-quarter.
  • 5 funds opened new Franklin US Large Cap Multifactor Index ETF positions in Q2 2022 and 7 closed out, a net change of -2 holders.
  • The largest Franklin US Large Cap Multifactor Index ETF buyer in Q2 2022 was Franklin Resources, an estimated $132M added.
  • The largest Franklin US Large Cap Multifactor Index ETF seller in Q2 2022 was Bogart Wealth LLC, an estimated $16M sold.

Based on aggregated 13F filings for Q2 2022.