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Franklin US Mid Cap Multifactor Index ETF
FLQM

99 hedge funds and large institutions have $485M invested in Franklin US Mid Cap Multifactor Index ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

113% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 23

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

45% more capital invested

Capital invested by funds: $334M → $485M (+$152M)

21% more funds holding

Funds holding: 82 → 99 (+17)

2.36% less ownership

Funds ownership: 81.97% → 79.61% (-2.4%)

Holders
99
Holders Change
+17
Holders Change %
+20.73%
% of All Funds
1.43%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
23
Increased
49
Reduced
23
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$20.3M
2
FC
Financial Consulate
Maryland
+$13.7M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$13.2M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$9.82M
5
Bank of America
Bank of America
North Carolina
+$9.68M

Top Sellers

Rank Fund Capital Flow
1
MI
Moneywise Inc
Virginia
-$4.71M
2
SIM
Stratos Investment Management
Ohio
-$1.73M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.68M
4
Morgan Stanley
Morgan Stanley
New York
-$1.46M
5
CA
Cetera Advisors
Colorado
-$1.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
26
Berger Financial Group
Minnesota
$4.35M +$4.05M +81,351 New
RWA
27
Redhawk Wealth Advisors
Minnesota
$4.15M +$3.65M +73,254 +1,686%
FCM
28
Family Capital Management
Michigan
$4.13M +$156K +3,128 +4%
KPWS
29
Kestra Private Wealth Services
Texas
$4.1M +$1.26M +25,380 +49%
IA
30
IFP Advisors
Florida
$3.78M +$87K +1,748 +3%
BW
31
Bison Wealth
Georgia
$3.29M +$823K +16,537 +37%
AAS
32
Avantax Advisory Services
Texas
$3.26M -$246K -4,941 -8%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$3.22M +$1.89M +38,060 +172%
WWA
34
WCG Wealth Advisors
Nevada
$2.84M +$412K +8,278 +18%
EH
35
Equitable Holdings
New York
$2.8M -$72.2K -1,451 -3%
Morgan Stanley
36
Morgan Stanley
New York
$2.54M -$1.46M -29,349 -38%
SWP
37
Stratos Wealth Partners
Ohio
$2.46M -$1.22M -24,413 -35%
CAN
38
Cetera Advisor Networks
California
$2.34M -$21K -422 -1%
KAS
39
Kestra Advisory Services
Texas
$2.28M +$112K +2,253 +6%
SWM
40
Solano Wealth Management
California
$2.16M +$229K +4,603 +13%
SPIA
41
Steward Partners Investment Advisory
New York
$1.63M +$1.52M +30,437 New
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$1.54M -$651K -13,082 -31%
Jane Street
43
Jane Street
New York
$1.53M +$222K +4,463 +18%
LIM
44
Leavell Investment Management
Alabama
$1.51M +$48.5K +975 +4%
PSCM
45
Per Stirling Capital Management
Texas
$1.4M -$75.4K -1,514 -5%
CWM
46
Cornerstone Wealth Management
Missouri
$1.4M +$64.2K +1,289 +5%
IF
47
Integrity Financial
Wyoming
$1.28M +$1.39K +28 +0.1%
WEG
48
World Equity Group
Illinois
$1.25M -$77.5K -1,557 -6%
AI
49
Atria Investments
North Carolina
$1.23M -$96.2K -1,933 -8%
EAM
50
Empirical Asset Management
Massachusetts
$1.2M -$75.3K -1,513 -6%
1
2
3 4 5

FLQM Hedge Fund Activity: Q1 2024 in Review

99 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Franklin US Mid Cap Multifactor Index ETF (FLQM) for Q1 2024, worth a combined $485M — up 45% from $334M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FLQM positions and 5 closed out — a net gain of 18 holders — while 49 added to existing stakes and 23 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $20.3M. The largest seller was Moneywise Inc, cutting an estimated $4.71M.

  • 99 institutional investors held Franklin US Mid Cap Multifactor Index ETF (FLQM) as of Q1 2024, up from 82 in Q4 2023.
  • Funds reported $485M of Franklin US Mid Cap Multifactor Index ETF stock for Q1 2024, up 45% quarter-over-quarter.
  • 23 funds opened new Franklin US Mid Cap Multifactor Index ETF positions in Q1 2024 and 5 closed out, a net change of +18 holders.
  • The largest Franklin US Mid Cap Multifactor Index ETF buyer in Q1 2024 was Raymond James Financial Services Advisors, an estimated $20.3M added.
  • The largest Franklin US Mid Cap Multifactor Index ETF seller in Q1 2024 was Moneywise Inc, an estimated $4.71M sold.

Based on aggregated 13F filings for Q1 2024.