We are live on ! Find out more
FLQM icon

Franklin US Mid Cap Multifactor Index ETF

149 hedge funds and large institutions have $1.14B invested in Franklin US Mid Cap Multifactor Index ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 36

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

16% more capital invested

Capital invested by funds: $987M → $1.14B (+$154M)

1% more funds holding

Funds holding: 147149 (+2)

1.01% more ownership

Funds ownership: 76.87%77.88% (+1%)

Holders
149
Holders Change
+2
Holders Change %
+1.36%
% of All Funds
2%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
25
Increased
74
Reduced
36
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
26
Adapt Wealth Advisors
Georgia
$8.58M +$464K +8,486 +6%
RWA
27
Redhawk Wealth Advisors
Minnesota
$8.57M +$181K +3,319 +2%
AI
28
Atria Investments
North Carolina
$8.26M -$492K -9,014 -5%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$7.54M +$962K +17,610 +14%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$7.49M +$1.26M +23,131 +20%
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$7.13M +$7.35M +134,512 New
Jones Financial Companies
32
Jones Financial Companies
Missouri
$6.89M +$3.65M +66,726 +104%
KFSN
33
Keystone Financial Services (Nebraska)
Nebraska
$6.63M +$444K +8,136 +7%
AAS
34
Avantax Advisory Services
Texas
$6.57M -$266K -4,862 -4%
SCA
35
Snowden Capital Advisors
New York
$6.41M +$657K +12,022 +11%
SHFA
36
Sherrill & Hutchins Financial Advisory
Georgia
$6.4M +$6.6M +120,826 New
BFF
37
Byrne Financial Freedom
Massachusetts
$6.26M -$210K -3,849 -3%
KPWS
38
Kestra Private Wealth Services
Texas
$6.15M +$352K +6,447 +6%
IA
39
IFP Advisors
Florida
$5.37M -$266K -4,874 -5%
KAS
40
KPP Advisory Services
Kentucky
$5.22M +$1.19M +21,825 +28%
AFA
41
AllGen Financial Advisors
Florida
$4.89M +$5.04M +92,339 New
TNB
42
Thomasville National Bank
Georgia
$4.85M -$52.5K -961 -1%
BWM
43
Base Wealth Management
Florida
$4.77M +$4.92M +89,974 New
BCM
44
Beaumont Capital Management
Massachusetts
$4.75M -$342K -6,257 -7%
P
45
&Partners
Tennessee
$4.7M +$3.54M +64,744 +262%
FCM
46
Family Capital Management
Michigan
$4.47M +$710 +13 +0%
ARC
47
Advisor Resource Council
Texas
$4.44M +$4.58M +83,788 New
WWA
48
WCG Wealth Advisors
Nevada
$4.27M +$3.68M +67,359 +508%
KFP
49
KMG Fiduciary Partners
Ohio
$3.89M +$617K +11,299 +18%
CAC
50
Certified Advisory Corp
Florida
$3.58M -$33.8K -619 -0.9%

FLQM Hedge Fund Activity: Q1 2025 in Review

149 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Franklin US Mid Cap Multifactor Index ETF (FLQM) for Q1 2025, worth a combined $1.14B — up 16% from $987M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FLQM positions and 19 closed out — a net gain of 6 holders — while 74 added to existing stakes and 36 trimmed.

The largest buyer was Ameriprise, adding an estimated $38.9M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $11.1M.

  • 149 institutional investors held Franklin US Mid Cap Multifactor Index ETF (FLQM) as of Q1 2025, up from 147 in Q4 2024.
  • Funds reported $1.14B of Franklin US Mid Cap Multifactor Index ETF stock for Q1 2025, up 16% quarter-over-quarter.
  • 25 funds opened new Franklin US Mid Cap Multifactor Index ETF positions in Q1 2025 and 19 closed out, a net change of +6 holders.
  • The largest Franklin US Mid Cap Multifactor Index ETF buyer in Q1 2025 was Ameriprise, an estimated $38.9M added.
  • The largest Franklin US Mid Cap Multifactor Index ETF seller in Q1 2025 was Northwestern Mutual Wealth Management, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2025.