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Franklin US Mid Cap Multifactor Index ETF
FLQM

165 hedge funds and large institutions have $1.32B invested in Franklin US Mid Cap Multifactor Index ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 63 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

0.4% less ownership

Funds ownership: 79.55% → 79.15% (-0.4%)

4% less capital invested

Capital invested by funds: $1.37B → $1.32B (-$52.7M)

7% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 68

4% less funds holding

Funds holding: 171 → 165 (-6)

20% less funds holding in top 10

Funds holding in top 10: 15 → 12 (-3)

Holders
165
Holders Change
-6
Holders Change %
-3.51%
% of All Funds
2.03%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.15%
New
16
Increased
63
Reduced
68
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
+$16.3M
2
LPL Financial
LPL Financial
California
+$12.6M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$8.13M
4
LFG
Larson Financial Group
Missouri
+$7.74M
5
IAA
Independent Advisor Alliance
North Carolina
+$5.97M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
-$19.4M
2
BCI
Brinker Capital Investments
Pennsylvania
-$10.1M
3
AFA
AllGen Financial Advisors
Florida
-$8.99M
4
Two Sigma Investments
Two Sigma Investments
New York
-$6.33M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$5.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
26
Stratos Investment Management
Ohio
$11M +$240K +4,206 +2%
RWA
27
Redhawk Wealth Advisors
Minnesota
$10.9M +$230K +4,035 +2%
T
28
TrustBank
Illinois
$10.1M +$76.1K +1,335 +0.7%
PCMNC
29
Piedmont Capital Management (North Carolina)
North Carolina
$9.76M +$65.2K +1,143 +0.6%
IF
30
Integrity Financial
Wyoming
$8.75M +$316K +5,548 +4%
FMI
31
Financial Management Inc
Arkansas
$8.49M +$303K +5,322 +4%
OIA
32
OneDigital Investment Advisors
Kansas
$8.48M -$1.3M -22,850 -13%
KFSN
33
Keystone Financial Services (Nebraska)
Nebraska
$8.26M +$528K +9,253 +7%
SCA
34
Snowden Capital Advisors
New York
$7.26M +$6.67K +117 +0.1%
NA
35
NewEdge Advisors
Louisiana
$6.94M +$1.21M +21,252 +20%
KPWS
36
Kestra Private Wealth Services
Texas
$6.59M -$671K -11,769 -9%
JP Morgan Chase
37
JP Morgan Chase
New York
$6.14M +$4.64M +81,411 +254%
BCM
38
Beaumont Capital Management
Massachusetts
$5.99M +$288K +5,059 +5%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$5.95M +$345K +6,055 +6%
IAA
40
Independent Advisor Alliance
North Carolina
$5.76M +$5.97M +104,772 New
AIA
41
AssuredPartners Investment Advisors
Florida
$5.34M +$5.47M +95,984 New
P
42
&Partners
Tennessee
$5.22M +$111K +1,955 +2%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$5.19M -$3.16M -55,408 -37%
KAS
44
KPP Advisory Services
Kentucky
$4.86M -$325K -5,694 -6%
KFP
45
KMG Fiduciary Partners
Ohio
$4.67M +$101K +1,771 +2%
ASN
46
Advisory Services Network
Georgia
$4.46M +$216K +3,788 +5%
FCM
47
Family Capital Management
Michigan
$4.46M -$328K -5,752 -7%
IA
48
IFP Advisors
Florida
$4.34M +$966K +16,937 +27%
KAS
49
Kestra Advisory Services
Texas
$3.57M -$190K -3,328 -5%
IWP
50
IAG Wealth Partners
Wisconsin
$3.54M +$154K +2,708 +4%
1
2
3 4 5

FLQM Hedge Fund Activity: Q1 2026 in Review

165 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Franklin US Mid Cap Multifactor Index ETF (FLQM) for Q1 2026, worth a combined $1.32B — down 3.8% from $1.37B a quarter earlier.

Fund positioning in FLQM was balanced in Q1 2026: 16 funds opened new positions, 16 closed out, 63 added to existing stakes and 68 trimmed.

The largest buyer was Orgel Wealth Management, adding an estimated $16.3M. The largest seller was Raymond James Financial, cutting an estimated $19.4M.

  • 165 institutional investors held Franklin US Mid Cap Multifactor Index ETF (FLQM) as of Q1 2026, down from 171 in Q4 2025.
  • Funds reported $1.32B of Franklin US Mid Cap Multifactor Index ETF stock for Q1 2026, down 3.8% quarter-over-quarter.
  • 16 funds opened new Franklin US Mid Cap Multifactor Index ETF positions in Q1 2026 and 16 closed out, a net change of 0 holders.
  • The largest Franklin US Mid Cap Multifactor Index ETF buyer in Q1 2026 was Orgel Wealth Management, an estimated $16.3M added.
  • The largest Franklin US Mid Cap Multifactor Index ETF seller in Q1 2026 was Raymond James Financial, an estimated $19.4M sold.

Based on aggregated 13F filings for Q1 2026.