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Franklin US Large Cap Multifactor Index ETF

53 hedge funds and large institutions have $737M invested in Franklin US Large Cap Multifactor Index ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $693M → $737M (+$43.3M)

1.55% more ownership

Funds ownership: 79.12%80.67% (+1.5%)

0% more funds holding

Funds holding: 5353 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

20% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 20

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
53
Holders Change
Holders Change %
0%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
16
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$431M -$28.4M -671,616 -7%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$98.4M -$6.95M -164,382 -7%
Bank of America
3
Bank of America
North Carolina
$66.4M +$697K +16,495 +1%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$24M +$22.7M +535,903 New
Morgan Stanley
5
Morgan Stanley
New York
$18.5M +$1.11M +26,165 +7%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$11.5M +$738K +17,449 +7%
LPL Financial
7
LPL Financial
California
$8.59M -$272K -6,434 -3%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$7.52M +$158K +3,749 +2%
Wells Fargo
9
Wells Fargo
California
$7.11M -$241K -5,698 -3%
BCM
10
Brookstone Capital Management
Illinois
$6.23M +$187K +4,428 +3%
WAP
11
Wealthcare Advisory Partners
Pennsylvania
$5.68M -$297K -7,034 -5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.68M +$253K +5,987 +5%
UBS Group
13
UBS Group
Switzerland
$5.24M +$30.4K +719 +0.6%
CAN
14
Cetera Advisor Networks
California
$4.82M +$71.7K +1,696 +2%
JP Morgan Chase
15
JP Morgan Chase
New York
$4.4M +$3.96M +93,560 +1,940%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.28M -$10.9K -258 -0.3%
EH
17
Equitable Holdings
New York
$4.01M -$916K -21,666 -19%
IAIM
18
International Assets Investment Management
Florida
$2.56M +$4.13M +97,706 New
Osaic Holdings
19
Osaic Holdings
Arizona
$2.44M -$834K -19,727 -27%
KAS
20
Kestra Advisory Services
Texas
$2.33M -$87.5K -2,070 -4%
Mariner
21
Mariner
Kansas
$2.13M -$96.4K -2,281 -5%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.78M -$422K -9,975 -20%
AI
23
Atria Investments
North Carolina
$1.54M +$1.46M +34,451 New
AI
24
Arrien Investments
Idaho
$1.17M -$1.29M -30,525 -54%
Goldman Sachs
25
Goldman Sachs
New York
$1.17M -$719 -17 -0.1%

FLQL Hedge Fund Activity: Q2 2023 in Review

53 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Franklin US Large Cap Multifactor Index ETF (FLQL) for Q2 2023, worth a combined $737M — up 6.2% from $693M a quarter earlier.

Fund positioning in FLQL was balanced in Q2 2023: 5 funds opened new positions, 5 closed out, 16 added to existing stakes and 20 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $22.7M. The largest seller was Franklin Resources, cutting an estimated $28.4M.

  • 53 institutional investors held Franklin US Large Cap Multifactor Index ETF (FLQL) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $737M of Franklin US Large Cap Multifactor Index ETF stock for Q2 2023, up 6.2% quarter-over-quarter.
  • 5 funds opened new Franklin US Large Cap Multifactor Index ETF positions in Q2 2023 and 5 closed out, a net change of 0 holders.
  • The largest Franklin US Large Cap Multifactor Index ETF buyer in Q2 2023 was Bank of New York Mellon, an estimated $22.7M added.
  • The largest Franklin US Large Cap Multifactor Index ETF seller in Q2 2023 was Franklin Resources, an estimated $28.4M sold.

Based on aggregated 13F filings for Q2 2023.