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Franklin US Mid Cap Multifactor Index ETF
FLQM

70 hedge funds and large institutions have $213M invested in Franklin US Mid Cap Multifactor Index ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

179% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 14

34% more capital invested

Capital invested by funds: $159M → $213M (+$53.9M)

17% more funds holding

Funds holding: 60 → 70 (+10)

3.69% more ownership

Funds ownership: 73.87% → 77.57% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
70
Holders Change
+10
Holders Change %
+16.67%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
39
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$9.62M
2
SIM
Stratos Investment Management
Ohio
+$9.42M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$7.24M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.58M
5
PAG
Private Advisor Group
New Jersey
+$4.33M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.23M
2
WAP
Wealthcare Advisory Partners
Pennsylvania
-$927K
3
Goldman Sachs
Goldman Sachs
New York
-$565K
4
AT
American Trust
Kentucky
-$226K
5
SWP
Stratos Wealth Partners
Ohio
-$190K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$1.9M +$313K +6,977 +19%
BW
27
Bison Wealth
Georgia
$1.78M +$1.43M +31,877 +337%
KAS
28
Kestra Advisory Services
Texas
$1.56M +$344K +7,667 +27%
SWM
29
Solano Wealth Management
California
$1.45M +$10.6K +236 +0.7%
MA
30
Mutual Advisors
Nebraska
$1.43M +$662K +14,737 +80%
PSCM
31
Per Stirling Capital Management
Texas
$1.29M -$144K -3,215 -10%
LIM
32
Leavell Investment Management
Alabama
$1.23M +$157K +3,505 +14%
IF
33
Integrity Financial
Wyoming
$1.04M +$10.1K +224 +0.9%
EAM
34
Empirical Asset Management
Massachusetts
$1.01M -$50.2K -1,119 -5%
KPWS
35
Kestra Private Wealth Services
Texas
$947K +$989K +22,036 New
FZCM
36
Flynn Zito Capital Management
New York
$728K +$760K +16,935 New
OBWG
37
Onyx Bridge Wealth Group
New York
$724K +$757K +16,858 New
IWM
38
IHT Wealth Management
Illinois
$679K +$57.8K +1,287 +9%
DAS
39
Dynamic Advisor Solutions
Arizona
$618K +$60K +1,336 +10%
AAS
40
Ameritas Advisory Services
Nebraska
$608K -$52K -1,159 -8%
LNC
41
Lincoln National Corp
Pennsylvania
$595K +$322K +7,181 +108%
WEG
42
World Equity Group
Illinois
$549K -$47.5K -1,058 -6%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$520K -$2.23M -49,595 -80%
Franklin Resources
44
Franklin Resources
California
$487K +$18.8K +418 +4%
MA
45
MONECO Advisors
Connecticut
$456K +$44.8K +997 +10%
HBW
46
Hazlett, Burt & Watson
West Virginia
$455K +$416K +9,270 +705%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$422K +$16.4K +365 +4%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$414K +$433K +9,637 New
SEP
49
Southland Equity Partners
Missouri
$361K -$3.5K -78 -0.9%
RFN
50
Redwood Financial Network
Ohio
$317K +$45.2K +1,008 +16%
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FLQM Hedge Fund Activity: Q3 2023 in Review

70 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Franklin US Mid Cap Multifactor Index ETF (FLQM) for Q3 2023, worth a combined $213M — up 34% from $159M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FLQM positions and 4 closed out — a net gain of 10 holders — while 39 added to existing stakes and 14 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.62M. The largest seller was Susquehanna International Group, cutting an estimated $2.23M.

  • 70 institutional investors held Franklin US Mid Cap Multifactor Index ETF (FLQM) as of Q3 2023, up from 60 in Q2 2023.
  • Funds reported $213M of Franklin US Mid Cap Multifactor Index ETF stock for Q3 2023, up 34% quarter-over-quarter.
  • 14 funds opened new Franklin US Mid Cap Multifactor Index ETF positions in Q3 2023 and 4 closed out, a net change of +10 holders.
  • The largest Franklin US Mid Cap Multifactor Index ETF buyer in Q3 2023 was LPL Financial, an estimated $9.62M added.
  • The largest Franklin US Mid Cap Multifactor Index ETF seller in Q3 2023 was Susquehanna International Group, an estimated $2.23M sold.

Based on aggregated 13F filings for Q3 2023.