We are live on ! Find out more
FLQM icon

Franklin US Mid Cap Multifactor Index ETF
FLQM

60 hedge funds and large institutions have $159M invested in Franklin US Mid Cap Multifactor Index ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

182% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 11

38% more capital invested

Capital invested by funds: $116M → $159M (+$43.5M)

25% more funds holding

Funds holding: 48 → 60 (+12)

0.8% more ownership

Funds ownership: 73.07% → 73.87% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
60
Holders Change
+12
Holders Change %
+25%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
31
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
GeoWealth Management
Illinois
+$9.35M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.99M
3
SWP
Stratos Wealth Partners
Ohio
+$2.91M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.67M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.42M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.22M
2
LPL Financial
LPL Financial
California
-$746K
3
Citadel Advisors
Citadel Advisors
Florida
-$560K
4
MA
Mutual Advisors
Nebraska
-$408K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$378K
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
51
Private Trust Company
Ohio
$151K +$15.9K +368 +12%
HI
52
Harbour Investments
Wisconsin
$113K +$67K +1,550 +162%
AP
53
Advisors Preferred
Maryland
$99.4K +$95.4K +2,207 New
DWMG
54
DB Wealth Management Group
California
$80.1K +$77.1K +1,783 New
HBW
55
Hazlett, Burt & Watson
West Virginia
$59K +$53.6K +1,241 +1,700%
CFGS
56
Concourse Financial Group Securities
Alabama
$40.5K +$38.9K +900 New
UBS Group
57
UBS Group
Switzerland
$29.4K +$23.8K +551 +535%
ME
58
McIlrath & Eck
Washington
$15.6K – – –
Morgan Stanley
59
Morgan Stanley
New York
$1.08K +$1.04K +24 New
PA
60
PSI Advisors
Florida
$1.03K +$216 +5 +28%
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
– -$378K -8,745 Closed
OBWG
62
Onyx Bridge Wealth Group
New York
– -$267K -6,164 Closed
MML Investors Services
63
MML Investors Services
Massachusetts
– -$266K -6,157 Closed
1 2
3