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Franklin US Large Cap Multifactor Index ETF

60 hedge funds and large institutions have $856M invested in Franklin US Large Cap Multifactor Index ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 11

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

24% more capital invested

Capital invested by funds: $691M → $856M (+$165M)

9% more funds holding

Funds holding: 5560 (+5)

4.91% less ownership

Funds ownership: 79.61%74.7% (-4.9%)

Holders
60
Holders Change
+5
Holders Change %
+9.09%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
8
Increased
33
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$454M +$30.6M +681,109 +8%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$116M +$3.17M +70,494 +3%
Bank of America
3
Bank of America
North Carolina
$77.5M +$3.71M +82,536 +5%
Morgan Stanley
4
Morgan Stanley
New York
$41.9M +$20.3M +452,782 +106%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$32.9M +$3.33M +74,252 +12%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$18M +$4.67M +103,992 +38%
LPL Financial
7
LPL Financial
California
$12.7M +$2.79M +62,215 +30%
AI
8
Atria Investments
North Carolina
$9.79M +$1.8M +40,063 +24%
JP Morgan Chase
9
JP Morgan Chase
New York
$7.8M +$264K +5,879 +4%
BCM
10
Brookstone Capital Management
Illinois
$7.11M +$136K +3,038 +2%
Wells Fargo
11
Wells Fargo
California
$6.71M +$133K +2,972 +2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$6.3M +$384K +8,554 +7%
WAP
13
Wealthcare Advisory Partners
Pennsylvania
$6.27M +$106K +2,350 +2%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$6.21M -$728K -16,200 -11%
UBS Group
15
UBS Group
Switzerland
$5.34M -$24.2K -538 -0.5%
CAN
16
Cetera Advisor Networks
California
$4.99M -$135K -3,002 -3%
CJH
17
Christopher J. Hasenberg
Wisconsin
$4.98M +$4.69M +104,362 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$4.47M +$1.55M +34,487 +58%
CWM
19
Cornerstone Wealth Management
Missouri
$3.79M +$3.3M +73,481 +1,224%
EH
20
Equitable Holdings
New York
$3.56M +$143K +3,191 +4%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$3.06M +$1.04M +23,232 +57%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.79M +$1.29M +28,629 +96%
Mariner
23
Mariner
Kansas
$2.5M +$282K +6,290 +14%
KAS
24
Kestra Advisory Services
Texas
$2.34M -$164K -3,652 -7%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.38M +$546K +12,164 +72%

FLQL Hedge Fund Activity: Q4 2023 in Review

60 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Franklin US Large Cap Multifactor Index ETF (FLQL) for Q4 2023, worth a combined $856M — up 24% from $691M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FLQL positions and 3 closed out — a net gain of 5 holders — while 33 added to existing stakes and 11 trimmed.

The largest buyer was Franklin Resources, adding an estimated $30.6M. The largest seller was Goldman Sachs, cutting an estimated $811K.

  • 60 institutional investors held Franklin US Large Cap Multifactor Index ETF (FLQL) as of Q4 2023, up from 55 in Q3 2023.
  • Funds reported $856M of Franklin US Large Cap Multifactor Index ETF stock for Q4 2023, up 24% quarter-over-quarter.
  • 8 funds opened new Franklin US Large Cap Multifactor Index ETF positions in Q4 2023 and 3 closed out, a net change of +5 holders.
  • The largest Franklin US Large Cap Multifactor Index ETF buyer in Q4 2023 was Franklin Resources, an estimated $30.6M added.
  • The largest Franklin US Large Cap Multifactor Index ETF seller in Q4 2023 was Goldman Sachs, an estimated $811K sold.

Based on aggregated 13F filings for Q4 2023.