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Franklin US Large Cap Multifactor Index ETF

67 hedge funds and large institutions have $1.01B invested in Franklin US Large Cap Multifactor Index ETF in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

9% more capital invested

Capital invested by funds: $932M → $1.01B (+$79.3M)

8% more funds holding

Funds holding: 6267 (+5)

5.18% more ownership

Funds ownership: 72.5%77.69% (+5.2%)

4% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 24

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
67
Holders Change
+5
Holders Change %
+8.06%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
25
Reduced
24
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$483M -$23.2M -437,671 -5%
Bank of America
2
Bank of America
North Carolina
$86.6M -$48.9K -922 -0.1%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$76.8M +$30.1K +567 +0%
SA
4
Sanctuary Advisors
Indiana
$63.8M +$66M +1,243,257 New
SPIA
5
Steward Partners Investment Advisory
New York
$49.6M -$243K -4,570 -0.5%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$44.7M +$4.06M +76,590 +11%
Morgan Stanley
7
Morgan Stanley
New York
$23.6M -$437K -8,239 -2%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$22.2M +$41.1K +774 +0.2%
LPL Financial
9
LPL Financial
California
$21.6M +$819K +15,436 +4%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$12.9M -$1.39M -26,179 -10%
JP Morgan Chase
11
JP Morgan Chase
New York
$12.6M +$252K +4,746 +2%
AI
12
Atria Investments
North Carolina
$12.4M +$18.4K +347 +0.2%
WA
13
Win Advisors
Florida
$10.1M +$9.69M +182,514 New
Wells Fargo
14
Wells Fargo
California
$7.91M -$182K -3,433 -2%
BCM
15
Brookstone Capital Management
Illinois
$7.56M -$1.12M -21,076 -14%
WAP
16
Wealthcare Advisory Partners
Pennsylvania
$7.22M +$5.52K +104 +0.1%
CJH
17
Christopher J. Hasenberg
Wisconsin
$6.11M +$275K +5,187 +5%
UBS Group
18
UBS Group
Switzerland
$6.08M -$39.8K -749 -0.7%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$5.66M -$1.91M -35,938 -26%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$4.77M +$1.55M +29,162 +51%
CWM
21
Cornerstone Wealth Management
Missouri
$4.74M +$166K +3,128 +4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.58M +$863K +16,270 +25%
EH
23
Equitable Holdings
New York
$4.46M +$83.9K +1,581 +2%
Osaic Holdings
24
Osaic Holdings
Arizona
$3.85M +$198K +3,726 +6%
Stifel Financial
25
Stifel Financial
Missouri
$3.17M +$876K +16,501 +41%

FLQL Hedge Fund Activity: Q2 2024 in Review

67 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Franklin US Large Cap Multifactor Index ETF (FLQL) for Q2 2024, worth a combined $1.01B — up 8.5% from $932M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FLQL positions and 3 closed out — a net gain of 7 holders — while 25 added to existing stakes and 24 trimmed.

The largest buyer was Win Advisors, opening a new position worth an estimated $9.69M. The largest seller was Franklin Resources, cutting an estimated $23.2M.

  • 67 institutional investors held Franklin US Large Cap Multifactor Index ETF (FLQL) as of Q2 2024, up from 62 in Q1 2024.
  • Funds reported $1.01B of Franklin US Large Cap Multifactor Index ETF stock for Q2 2024, up 8.5% quarter-over-quarter.
  • 10 funds opened new Franklin US Large Cap Multifactor Index ETF positions in Q2 2024 and 3 closed out, a net change of +7 holders.
  • The largest Franklin US Large Cap Multifactor Index ETF buyer in Q2 2024 was Win Advisors, an estimated $9.69M added.
  • The largest Franklin US Large Cap Multifactor Index ETF seller in Q2 2024 was Franklin Resources, an estimated $23.2M sold.

Based on aggregated 13F filings for Q2 2024.