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Franklin US Large Cap Multifactor Index ETF

55 hedge funds and large institutions have $691M invested in Franklin US Large Cap Multifactor Index ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

4% more funds holding

Funds holding: 5355 (+2)

1.06% less ownership

Funds ownership: 80.67%79.61% (-1.1%)

6% less capital invested

Capital invested by funds: $737M → $691M (-$45.7M)

Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$381M -$34.8M -779,515 -8%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$101M +$7.11M +159,353 +7%
Bank of America
3
Bank of America
North Carolina
$66.4M +$2.57M +57,458 +4%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$26.5M +$3.58M +80,156 +15%
Morgan Stanley
5
Morgan Stanley
New York
$18.3M +$512K +11,476 +3%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$11.7M +$705K +15,781 +6%
LPL Financial
7
LPL Financial
California
$8.79M +$546K +12,222 +6%
AI
8
Atria Investments
North Carolina
$7.11M +$5.84M +130,721 +379%
JP Morgan Chase
9
JP Morgan Chase
New York
$6.78M +$2.64M +59,153 +60%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$6.3M -$969K -21,710 -13%
BCM
11
Brookstone Capital Management
Illinois
$6.28M +$192K +4,307 +3%
Wells Fargo
12
Wells Fargo
California
$5.93M -$950K -21,274 -13%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$5.56M +$95.9K +2,149 +2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.32M -$150K -3,369 -3%
UBS Group
15
UBS Group
Switzerland
$4.84M -$209K -4,687 -4%
CAN
16
Cetera Advisor Networks
California
$4.63M -$6.34K -142 -0.1%
EH
17
Equitable Holdings
New York
$3.08M -$812K -18,188 -20%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.55M -$1.63M -36,564 -38%
KAS
19
Kestra Advisory Services
Texas
$2.27M +$32.6K +730 +1%
Mariner
20
Mariner
Kansas
$1.98M -$67.7K -1,517 -3%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.76M +$1.36M +30,524 +293%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.29M -$1.1M -24,571 -45%
GWM
23
Geneos Wealth Management
Colorado
$1.15M +$1.05M +23,610 +793%
Goldman Sachs
24
Goldman Sachs
New York
$1.13M
AI
25
Arrien Investments
Idaho
$1.05M -$84.2K -1,886 -7%

FLQL Hedge Fund Activity: Q3 2023 in Review

55 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Franklin US Large Cap Multifactor Index ETF (FLQL) for Q3 2023, worth a combined $691M — down 6.2% from $737M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FLQL positions and 6 closed out — a net gain of 2 holders — while 20 added to existing stakes and 18 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $7.11M. The largest seller was Franklin Resources, cutting an estimated $34.8M.

  • 55 institutional investors held Franklin US Large Cap Multifactor Index ETF (FLQL) as of Q3 2023, up from 53 in Q2 2023.
  • Funds reported $691M of Franklin US Large Cap Multifactor Index ETF stock for Q3 2023, down 6.2% quarter-over-quarter.
  • 8 funds opened new Franklin US Large Cap Multifactor Index ETF positions in Q3 2023 and 6 closed out, a net change of +2 holders.
  • The largest Franklin US Large Cap Multifactor Index ETF buyer in Q3 2023 was Raymond James Financial Services Advisors, an estimated $7.11M added.
  • The largest Franklin US Large Cap Multifactor Index ETF seller in Q3 2023 was Franklin Resources, an estimated $34.8M sold.

Based on aggregated 13F filings for Q3 2023.