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Franklin US Mid Cap Multifactor Index ETF

60 hedge funds and large institutions have $159M invested in Franklin US Mid Cap Multifactor Index ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

182% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 11

38% more capital invested

Capital invested by funds: $116M → $159M (+$43.5M)

25% more funds holding

Funds holding: 4860 (+12)

0.8% more ownership

Funds ownership: 73.07%73.87% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
60
Holders Change
+12
Holders Change %
+25%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
31
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
26
Empirical Asset Management
Massachusetts
$1.1M +$42.7K +988 +4%
IF
27
Integrity Financial
Wyoming
$1.08M +$178K +4,107 +21%
WAP
28
Wealthcare Advisory Partners
Pennsylvania
$927K +$72.6K +1,679 +9%
WWA
29
WCG Wealth Advisors
Nevada
$856K +$824K +19,063 New
MA
30
Mutual Advisors
Nebraska
$829K -$408K -9,450 -34%
WEG
31
World Equity Group
Illinois
$769K +$741K +17,132 New
AAS
32
Ameritas Advisory Services
Nebraska
$684K +$638K +14,751 +2,459%
IWM
33
IHT Wealth Management
Illinois
$652K -$2.12K -49 -0.3%
DAS
34
Dynamic Advisor Solutions
Arizona
$586K +$23K +532 +4%
Goldman Sachs
35
Goldman Sachs
New York
$565K +$543K +12,573 New
Franklin Resources
36
Franklin Resources
California
$490K +$70.8K +1,639 +18%
Citadel Advisors
37
Citadel Advisors
Florida
$486K -$560K -12,960 -54%
MA
38
MONECO Advisors
Connecticut
$432K +$416K +9,623 New
BW
39
Bison Wealth
Georgia
$424K -$16.9K -390 -4%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$424K -$3.22M -74,455 -89%
SEP
41
Southland Equity Partners
Missouri
$380K -$1.21K -28 -0.3%
CAN
42
Cetera Advisor Networks
California
$380K +$366K +8,467 New
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$372K +$359K +8,296 New
GWM
44
Geneos Wealth Management
Colorado
$328K -$11.4K -264 -3%
FAIM
45
Financial Advocates Investment Management
Washington
$324K +$28.1K +650 +10%
LNC
46
Lincoln National Corp
Pennsylvania
$299K +$288K +6,670 New
PSF
47
Pacific Sun Financial
California
$299K +$298K +6,902 New
RFN
48
Redwood Financial Network
Ohio
$286K +$47.9K +1,107 +21%
AT
49
American Trust
Kentucky
$226K
AF
50
Advisornet Financial
Minnesota
$179K