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Franklin US Mid Cap Multifactor Index ETF

70 hedge funds and large institutions have $213M invested in Franklin US Mid Cap Multifactor Index ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

179% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 14

34% more capital invested

Capital invested by funds: $159M → $213M (+$53.9M)

17% more funds holding

Funds holding: 6070 (+10)

3.69% more ownership

Funds ownership: 73.87%77.57% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
70
Holders Change
+10
Holders Change %
+16.67%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
39
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
51
Financial Advocates Investment Management
Washington
$303K -$6.73K -150 -2%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$302K +$316K +7,040 New
Citadel Advisors
53
Citadel Advisors
Florida
$299K -$174K -3,873 -36%
IWC
54
Integrated Wealth Concepts
Massachusetts
$296K +$309K +6,884 New
PSF
55
Pacific Sun Financial
California
$288K -$8.98K -200 -3%
AWA
56
Arkadios Wealth Advisors
Georgia
$222K +$232K +5,178 New
PTC
57
Private Trust Company
Ohio
$199K +$57.1K +1,272 +38%
AF
58
Advisornet Financial
Minnesota
$176K +$4.53K +101 +3%
UBS Group
59
UBS Group
Switzerland
$106K +$81.4K +1,813 +277%
HI
60
Harbour Investments
Wisconsin
$98.3K -$9.92K -221 -9%
DWMG
61
DB Wealth Management Group
California
$69.7K -$7.18K -160 -9%
APC
62
Aspire Private Capital
North Carolina
$60.7K +$63.5K +1,414 New
CFGS
63
Concourse Financial Group Securities
Alabama
$38.7K
Fidelity Investments
64
Fidelity Investments
Massachusetts
$21.1K +$22K +491 New
Legacy Financial Group (Iowa)
65
Legacy Financial Group (Iowa)
Iowa
$19.8K +$20.7K +461 New
ME
66
McIlrath & Eck
Washington
$14.9K
Morgan Stanley
67
Morgan Stanley
New York
$8.89K +$8.21K +183 +763%
CMBA
68
C.M. Bidwell & Associates
Hawaii
$4.34K +$4.53K +101 New
AssetMark Inc
69
AssetMark Inc
California
$2.66K +$2.78K +62 New
PA
70
PSI Advisors
Florida
$996
WAP
71
Wealthcare Advisory Partners
Pennsylvania
-$927K -20,647 Closed
Goldman Sachs
72
Goldman Sachs
New York
-$565K -12,573 Closed
AT
73
American Trust
Kentucky
-$226K -5,195 Closed
AP
74
Advisors Preferred
Maryland
-$99.4K -2,207 Closed

FLQM Hedge Fund Activity: Q3 2023 in Review

70 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Franklin US Mid Cap Multifactor Index ETF (FLQM) for Q3 2023, worth a combined $213M — up 34% from $159M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FLQM positions and 4 closed out — a net gain of 10 holders — while 39 added to existing stakes and 14 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.62M. The largest seller was Susquehanna International Group, cutting an estimated $2.23M.

  • 70 institutional investors held Franklin US Mid Cap Multifactor Index ETF (FLQM) as of Q3 2023, up from 60 in Q2 2023.
  • Funds reported $213M of Franklin US Mid Cap Multifactor Index ETF stock for Q3 2023, up 34% quarter-over-quarter.
  • 14 funds opened new Franklin US Mid Cap Multifactor Index ETF positions in Q3 2023 and 4 closed out, a net change of +10 holders.
  • The largest Franklin US Mid Cap Multifactor Index ETF buyer in Q3 2023 was LPL Financial, an estimated $9.62M added.
  • The largest Franklin US Mid Cap Multifactor Index ETF seller in Q3 2023 was Susquehanna International Group, an estimated $2.23M sold.

Based on aggregated 13F filings for Q3 2023.