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Franklin US Large Cap Multifactor Index ETF

53 hedge funds and large institutions have $693M invested in Franklin US Large Cap Multifactor Index ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 5353 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

1.95% less ownership

Funds ownership: 81.07%79.12% (-1.9%)

5% less capital invested

Capital invested by funds: $733M → $693M (-$40M)

38% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 24

Holders
53
Holders Change
Holders Change %
0%
% of All Funds
0.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
15
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$426M -$32.5M -806,403 -7%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$97.7M -$8.71M -216,255 -8%
Bank of America
3
Bank of America
North Carolina
$60.7M +$2.16M +53,681 +4%
Morgan Stanley
4
Morgan Stanley
New York
$16M +$4.62M +114,728 +42%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$9.89M -$337K -8,373 -3%
LPL Financial
6
LPL Financial
California
$8.21M -$1.49M -37,097 -16%
Wells Fargo
7
Wells Fargo
California
$6.81M -$1.05M -26,013 -14%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$6.79M -$234K -5,811 -3%
BCM
9
Brookstone Capital Management
Illinois
$5.73M +$721K +17,911 +15%
WAP
10
Wealthcare Advisory Partners
Pennsylvania
$5.55M -$281K -6,972 -5%
Citadel Advisors
11
Citadel Advisors
Florida
$5.2M +$5.06M +125,613 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5M +$159K +3,943 +3%
UBS Group
13
UBS Group
Switzerland
$4.81M +$96.6K +2,398 +2%
EH
14
Equitable Holdings
New York
$4.61M -$353K -8,752 -7%
CAN
15
Cetera Advisor Networks
California
$4.39M +$323K +8,008 +8%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$3.97M +$714K +17,733 +23%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.07M +$1.13M +28,009 +61%
AI
18
Arrien Investments
Idaho
$2.35M +$2.28M +56,705 New
KAS
19
Kestra Advisory Services
Texas
$2.24M +$279K +6,934 +15%
Mariner
20
Mariner
Kansas
$2.06M -$41.4K -1,028 -2%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.06M +$1.24M +30,874 +164%
JWCA
22
J.W. Cole Advisors
Florida
$1.79M -$2.18M -54,182 -56%
Goldman Sachs
23
Goldman Sachs
New York
$1.08M +$1.05M +26,179 New
BWL
24
Bogart Wealth LLC
Virginia
$1.08M -$48.2M -1,197,623 -98%
CWP
25
Core Wealth Partners
California
$705K -$253K -6,292 -27%

FLQL Hedge Fund Activity: Q1 2023 in Review

53 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Franklin US Large Cap Multifactor Index ETF (FLQL) for Q1 2023, worth a combined $693M — down 5.5% from $733M a quarter earlier.

Fund positioning in FLQL was balanced in Q1 2023: 7 funds opened new positions, 7 closed out, 15 added to existing stakes and 24 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $5.06M. The largest seller was Bogart Wealth LLC, cutting an estimated $48.2M.

  • 53 institutional investors held Franklin US Large Cap Multifactor Index ETF (FLQL) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $693M of Franklin US Large Cap Multifactor Index ETF stock for Q1 2023, down 5.5% quarter-over-quarter.
  • 7 funds opened new Franklin US Large Cap Multifactor Index ETF positions in Q1 2023 and 7 closed out, a net change of 0 holders.
  • The largest Franklin US Large Cap Multifactor Index ETF buyer in Q1 2023 was Citadel Advisors, an estimated $5.06M added.
  • The largest Franklin US Large Cap Multifactor Index ETF seller in Q1 2023 was Bogart Wealth LLC, an estimated $48.2M sold.

Based on aggregated 13F filings for Q1 2023.