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Franklin US Large Cap Multifactor Index ETF

62 hedge funds and large institutions have $932M invested in Franklin US Large Cap Multifactor Index ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

45% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 20

9% more capital invested

Capital invested by funds: $856M → $932M (+$76.8M)

3% more funds holding

Funds holding: 6062 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.2% less ownership

Funds ownership: 74.7%72.5% (-2.2%)

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
0.89%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
29
Reduced
20
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$486M -$19.8M -391,822 -4%
Bank of America
2
Bank of America
North Carolina
$83M -$3.27M -64,589 -4%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$73.5M -$52.9M -1,046,362 -43%
SPIA
4
Steward Partners Investment Advisory
New York
$47.8M +$45.4M +896,991 New
Bank of New York Mellon
5
Bank of New York Mellon
New York
$38.7M +$1.85M +36,517 +5%
Morgan Stanley
6
Morgan Stanley
New York
$23.1M -$22.5M -445,308 -51%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$21.2M +$1.15M +22,807 +6%
LPL Financial
8
LPL Financial
California
$19.9M +$5.42M +107,216 +40%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$13.7M +$6.48M +128,148 +99%
AI
10
Atria Investments
North Carolina
$11.9M +$910K +17,991 +9%
JP Morgan Chase
11
JP Morgan Chase
New York
$11.8M +$2.96M +58,597 +36%
BCM
12
Brookstone Capital Management
Illinois
$8.24M +$298K +5,891 +4%
Wells Fargo
13
Wells Fargo
California
$7.76M +$259K +5,131 +4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$7.33M +$291K +5,753 +4%
WAP
15
Wealthcare Advisory Partners
Pennsylvania
$6.91M -$84.6K -1,672 -1%
CAN
16
Cetera Advisor Networks
California
$6.16M +$559K +11,059 +11%
UBS Group
17
UBS Group
Switzerland
$5.86M -$87.2K -1,725 -2%
CJH
18
Christopher J. Hasenberg
Wisconsin
$5.57M +$16.1K +319 +0.3%
NA
19
NewEdge Advisors
Louisiana
$5.36M +$5.05M +99,863 +12,483%
CA
20
Cetera Advisors
Colorado
$4.79M +$4.32M +85,424 +1,917%
CWM
21
Cornerstone Wealth Management
Missouri
$4.38M +$139K +2,744 +3%
EH
22
Equitable Holdings
New York
$4.19M +$202K +4,004 +5%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.52M -$1.39M -27,422 -29%
Osaic Holdings
24
Osaic Holdings
Arizona
$3.49M +$352K +6,952 +12%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$3.02M -$381K -7,532 -12%

FLQL Hedge Fund Activity: Q1 2024 in Review

62 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Franklin US Large Cap Multifactor Index ETF (FLQL) for Q1 2024, worth a combined $932M — up 9% from $856M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FLQL positions and 2 closed out — a net gain of 3 holders — while 29 added to existing stakes and 20 trimmed.

The largest buyer was Steward Partners Investment Advisory, opening a new position worth an estimated $45.4M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $52.9M.

  • 62 institutional investors held Franklin US Large Cap Multifactor Index ETF (FLQL) as of Q1 2024, up from 60 in Q4 2023.
  • Funds reported $932M of Franklin US Large Cap Multifactor Index ETF stock for Q1 2024, up 9% quarter-over-quarter.
  • 5 funds opened new Franklin US Large Cap Multifactor Index ETF positions in Q1 2024 and 2 closed out, a net change of +3 holders.
  • The largest Franklin US Large Cap Multifactor Index ETF buyer in Q1 2024 was Steward Partners Investment Advisory, an estimated $45.4M added.
  • The largest Franklin US Large Cap Multifactor Index ETF seller in Q1 2024 was Raymond James Financial Services Advisors, an estimated $52.9M sold.

Based on aggregated 13F filings for Q1 2024.