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Franklin US Mid Cap Multifactor Index ETF
FLQM

106 hedge funds and large institutions have $518M invested in Franklin US Mid Cap Multifactor Index ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 60 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 19

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

7% more funds holding

Funds holding: 99 → 106 (+7)

7% more capital invested

Capital invested by funds: $485M → $518M (+$33.3M)

4.43% less ownership

Funds ownership: 79.61% → 75.18% (-4.4%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
106
Holders Change
+7
Holders Change %
+7.07%
% of All Funds
1.53%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
15
Increased
60
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BWL
Bogart Wealth LLC
Virginia
+$33.6M
2
Ameriprise
Ameriprise
Minnesota
+$17.2M
3
RJA
Raymond James & Associates
Florida
+$9.59M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.06M
5
LPL Financial
LPL Financial
California
+$5.54M

Top Sellers

Rank Fund Capital Flow
1
IWM
IHT Wealth Management
Illinois
-$20.7M
2
GM
GeoWealth Management
Illinois
-$13.7M
3
WWA
WCG Wealth Advisors
Nevada
-$2.84M
4
KAS
KPP Advisory Services
Kentucky
-$2.21M
5
Bank of America
Bank of America
North Carolina
-$1.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
26
Kestra Private Wealth Services
Texas
$4.36M +$427K +8,306 +11%
FCM
27
Family Capital Management
Michigan
$4.02M +$56.3K +1,094 +1%
IA
28
IFP Advisors
Florida
$3.8M +$170K +3,311 +5%
BW
29
Bison Wealth
Georgia
$3.29M – – –
AAS
30
Avantax Advisory Services
Texas
$3.24M +$111K +2,160 +4%
LWL
31
Leo Wealth LLC
Texas
$2.85M -$1.85M -35,929 -39%
EH
32
Equitable Holdings
New York
$2.73M +$47.7K +927 +2%
KAS
33
Kestra Advisory Services
Texas
$2.63M +$447K +8,677 +20%
MA
34
Mutual Advisors
Nebraska
$2.51M +$1.53M +29,751 +172%
LWMI
35
Landmark Wealth Management (Illinois)
Illinois
$2.49M +$2.49M +48,462 New
BFG
36
Berger Financial Group
Minnesota
$2.47M -$1.71M -33,244 -41%
GM
37
GeoWealth Management
Illinois
$2.44M -$13.7M -265,608 -85%
SWM
38
Solano Wealth Management
California
$2.36M +$290K +5,643 +14%
KAS
39
KPP Advisory Services
Kentucky
$2.28M -$2.21M -42,880 -49%
AWA
40
Adapt Wealth Advisors
Georgia
$2.23M +$2.24M +43,455 New
HG
41
Harbor Group
New Hampshire
$2.21M +$2.22M +43,185 New
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$2.07M +$1.2M +23,392 +138%
SWP
43
Stratos Wealth Partners
Ohio
$2.01M -$357K -6,934 -15%
LIM
44
Leavell Investment Management
Alabama
$1.46M +$13.1K +255 +0.9%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$1.42M +$1.12M +21,691 +363%
PSCM
46
Per Stirling Capital Management
Texas
$1.39M +$40.3K +783 +3%
SPIA
47
Steward Partners Investment Advisory
New York
$1.38M -$185K -3,594 -12%
EAM
48
Empirical Asset Management
Massachusetts
$1.3M +$152K +2,953 +13%
IF
49
Integrity Financial
Wyoming
$1.27M +$41.4K +805 +3%
WEG
50
World Equity Group
Illinois
$1.18M -$13.5K -262 -1%
1
2
3 4 5

FLQM Hedge Fund Activity: Q2 2024 in Review

106 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Franklin US Mid Cap Multifactor Index ETF (FLQM) for Q2 2024, worth a combined $518M — up 6.9% from $485M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FLQM positions and 6 closed out — a net gain of 9 holders — while 60 added to existing stakes and 19 trimmed.

The largest buyer was Bogart Wealth LLC, opening a new position worth an estimated $33.6M. The largest seller was IHT Wealth Management, exiting entirely with an estimated $20.7M sold.

  • 106 institutional investors held Franklin US Mid Cap Multifactor Index ETF (FLQM) as of Q2 2024, up from 99 in Q1 2024.
  • Funds reported $518M of Franklin US Mid Cap Multifactor Index ETF stock for Q2 2024, up 6.9% quarter-over-quarter.
  • 15 funds opened new Franklin US Mid Cap Multifactor Index ETF positions in Q2 2024 and 6 closed out, a net change of +9 holders.
  • The largest Franklin US Mid Cap Multifactor Index ETF buyer in Q2 2024 was Bogart Wealth LLC, an estimated $33.6M added.
  • The largest Franklin US Mid Cap Multifactor Index ETF seller in Q2 2024 was IHT Wealth Management, an estimated $20.7M sold.

Based on aggregated 13F filings for Q2 2024.