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Franklin US Large Cap Multifactor Index ETF

55 hedge funds and large institutions have $710M invested in Franklin US Large Cap Multifactor Index ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

8% more funds holding

Funds holding: 5155 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.87% less ownership

Funds ownership: 54.88%52.01% (-2.9%)

10% less capital invested

Capital invested by funds: $790M → $710M (-$80.2M)

Holders
55
Holders Change
+4
Holders Change %
+7.84%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
20
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$436M -$90.8M -2,256,191 -16%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$87.4M +$10.3M +257,231 +12%
Bank of America
3
Bank of America
North Carolina
$50.6M +$25.1M +624,228 +82%
BWL
4
Bogart Wealth LLC
Virginia
$43.5M +$4.07M +101,224 +9%
Morgan Stanley
5
Morgan Stanley
New York
$9.49M +$1.5M +37,298 +17%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$8.8M +$9.67M +240,328 New
LPL Financial
7
LPL Financial
California
$8.23M -$83.8K -2,082 -0.9%
Wells Fargo
8
Wells Fargo
California
$7.68M +$2M +49,750 +31%
MHS
9
M Holdings Securities
Oregon
$7.62M -$1.89M -47,033 -18%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$5.15M -$63.7K -1,584 -1%
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$4.76M +$1.3M +32,327 +33%
BCM
12
Brookstone Capital Management
Illinois
$4.29M +$233K +5,795 +5%
UBS Group
13
UBS Group
Switzerland
$4.28M +$336K +8,351 +8%
JWCA
14
J.W. Cole Advisors
Florida
$3.92M +$70.3K +1,748 +2%
EH
15
Equitable Holdings
New York
$3.9M +$508K +12,634 +13%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.85M +$1.33M +32,953 +46%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.82M -$17.9K -444 -0.6%
CAN
18
Cetera Advisor Networks
California
$2.72M -$119K -2,965 -4%
MIAN
19
Mariner Independent Advisor Network
Kansas
$2.07M -$66.3K -1,649 -3%
KAS
20
Kestra Advisory Services
Texas
$1.69M +$26.9K +669 +1%
Citadel Advisors
21
Citadel Advisors
Florida
$1.36M +$1.09M +27,153 +273%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.29M +$88.7K +2,205 +7%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.23M +$1.35M +33,641 New
AWS
24
Atria Wealth Solutions
New York
$1.19M +$458K +11,373 +54%
APA
25
American Portfolios Advisors
New York
$1.1M -$79.4K -1,974 -6%

FLQL Hedge Fund Activity: Q3 2022 in Review

55 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Franklin US Large Cap Multifactor Index ETF (FLQL) for Q3 2022, worth a combined $710M — down 10% from $790M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FLQL positions and 4 closed out — a net gain of 4 holders — while 20 added to existing stakes and 17 trimmed.

The largest buyer was Bank of America, adding an estimated $25.1M. The largest seller was Franklin Resources, cutting an estimated $90.8M.

  • 55 institutional investors held Franklin US Large Cap Multifactor Index ETF (FLQL) as of Q3 2022, up from 51 in Q2 2022.
  • Funds reported $710M of Franklin US Large Cap Multifactor Index ETF stock for Q3 2022, down 10% quarter-over-quarter.
  • 8 funds opened new Franklin US Large Cap Multifactor Index ETF positions in Q3 2022 and 4 closed out, a net change of +4 holders.
  • The largest Franklin US Large Cap Multifactor Index ETF buyer in Q3 2022 was Bank of America, an estimated $25.1M added.
  • The largest Franklin US Large Cap Multifactor Index ETF seller in Q3 2022 was Franklin Resources, an estimated $90.8M sold.

Based on aggregated 13F filings for Q3 2022.