We are live on ! Find out more
FLQM icon

Franklin US Mid Cap Multifactor Index ETF
FLQM

44 hedge funds and large institutions have $88.2M invested in Franklin US Mid Cap Multifactor Index ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,800% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 1

148% more capital invested

Capital invested by funds: $35.6M → $88.2M (+$52.7M)

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

69% more funds holding

Funds holding: 26 → 44 (+18)

55.47% less ownership

Funds ownership: 131.32% → 75.85% (-55%)

Holders
44
Holders Change
+18
Holders Change %
+69.23%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
14
Reduced
8
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$17.4M
2
Franklin Resources
Franklin Resources
California
+$11.7M
3
PAG
Private Advisor Group
New Jersey
+$5M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.57M
5
CA
Cetera Advisors
Colorado
+$3.01M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$442K
2
Citadel Advisors
Citadel Advisors
Florida
-$403K
3
IA
IFP Advisors
Florida
-$368K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$64.8K
5
SCA
Snowden Capital Advisors
New York
-$59.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
26
Core Wealth Partners
California
$354K +$111K +2,695 New
SEP
27
Southland Equity Partners
Missouri
$345K +$342K +8,316 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$332K +$66.2K +1,608 +25%
EH
29
Equitable Holdings
New York
$310K -$14.9K -363 -5%
PSF
30
Pacific Sun Financial
California
$285K -$25.1K -610 -8%
MML Investors Services
31
MML Investors Services
Massachusetts
$273K +$271K +6,584 New
AP
32
Advisors Preferred
Maryland
$264K +$220K +5,338 +519%
GWM
33
Geneos Wealth Management
Colorado
$257K +$50.5K +1,228 +25%
MCC
34
Money Concepts Capital
Florida
$202K +$200K +4,865 New
AF
35
Advisornet Financial
Minnesota
$166K -$8.23K -200 -5%
PTC
36
Private Trust Company
Ohio
$116K – – –
UBS Group
37
UBS Group
Switzerland
$88.8K +$88K +2,137 New
NA
38
NewEdge Advisors
Louisiana
$6.73K +$6.67K +162 New
PAG
39
Private Advisor Group
New Jersey
$6.36K +$5M +121,367 +383%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$5K +$4.73K +115 New
IWP
41
IAG Wealth Partners
Wisconsin
$4.36K – – –
HI
42
Harbour Investments
Wisconsin
$1.13K +$412 +10 +59%
PA
43
PSI Advisors
Florida
$581 +$576 +14 New
Citadel Advisors
44
Citadel Advisors
Florida
– -$403K -10,777 Closed
1
2