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Franklin US Mid Cap Multifactor Index ETF
FLQM

82 hedge funds and large institutions have $334M invested in Franklin US Mid Cap Multifactor Index ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 43 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

139% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 18

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

57% more capital invested

Capital invested by funds: $213M → $334M (+$120M)

17% more funds holding

Funds holding: 70 → 82 (+12)

4.4% more ownership

Funds ownership: 77.57% → 81.97% (+4.4%)

Holders
82
Holders Change
+12
Holders Change %
+17.14%
% of All Funds
1.2%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
43
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$25.2M
2
IWM
IHT Wealth Management
Illinois
+$13M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$12M
4
FZCM
Flynn Zito Capital Management
New York
+$6.77M
5
LPL Financial
LPL Financial
California
+$6.67M

Top Sellers

Rank Fund Capital Flow
1
KAS
KPP Advisory Services
Kentucky
-$3.52M
2
Mariner
Mariner
Kansas
-$1.48M
3
Osaic Holdings
Osaic Holdings
Arizona
-$970K
4
PAG
Private Advisor Group
New Jersey
-$925K
5
AAS
Ameritas Advisory Services
Nebraska
-$608K
Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
51
Essex Financial Services
Connecticut
$607K +$559K +12,616 New
CPA
52
Clear Point Advisors
New York
$600K +$552K +12,476 New
Franklin Resources
53
Franklin Resources
California
$580K +$32.1K +725 +6%
MA
54
MONECO Advisors
Connecticut
$519K +$7.17K +162 +2%
DADC
55
D.A. Davidson & Co
Montana
$498K +$458K +10,345 New
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$476K +$3.19K +72 +0.7%
SEP
57
Southland Equity Partners
Missouri
$396K -$7.44K -168 -2%
RFN
58
Redwood Financial Network
Ohio
$372K +$14.9K +336 +5%
IWC
59
Integrated Wealth Concepts
Massachusetts
$360K +$26.5K +598 +9%
PSF
60
Pacific Sun Financial
California
$326K +$3.54K +80 +1%
OBWG
61
Onyx Bridge Wealth Group
New York
$283K -$486K -10,983 -65%
WWM
62
Western Wealth Management
Colorado
$263K +$242K +5,462 New
PTC
63
Private Trust Company
Ohio
$251K +$25.2K +569 +12%
AWA
64
Arkadios Wealth Advisors
Georgia
$250K +$1.06K +24 +0.5%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$235K -$95.7K -2,161 -31%
HI
66
Harbour Investments
Wisconsin
$227K +$108K +2,435 +106%
RWA
67
Redhawk Wealth Advisors
Minnesota
$209K +$192K +4,346 New
AF
68
Advisornet Financial
Minnesota
$197K +$89 +2 +0%
ASN
69
Advisory Services Network
Georgia
$110K +$101K +2,286 New
APC
70
Aspire Private Capital
North Carolina
$91.5K +$21.6K +487 +34%
DWMG
71
DB Wealth Management Group
California
$78.1K – – –
CFGS
72
Concourse Financial Group Securities
Alabama
$43.3K – – –
PS
73
Principal Securities
Iowa
$37.3K +$34.4K +776 New
AWM
74
Aspire Wealth Management
Massachusetts
$28.7K +$26.4K +596 New
National Bank of Canada
75
National Bank of Canada
Quebec, Canada
$24K +$22.1K +500 New
1 2
3
4

FLQM Hedge Fund Activity: Q4 2023 in Review

82 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Franklin US Mid Cap Multifactor Index ETF (FLQM) for Q4 2023, worth a combined $334M — up 57% from $213M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FLQM positions and 6 closed out — a net gain of 12 holders — while 43 added to existing stakes and 18 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $25.2M. The largest seller was KPP Advisory Services, exiting entirely with an estimated $3.52M sold.

  • 82 institutional investors held Franklin US Mid Cap Multifactor Index ETF (FLQM) as of Q4 2023, up from 70 in Q3 2023.
  • Funds reported $334M of Franklin US Mid Cap Multifactor Index ETF stock for Q4 2023, up 57% quarter-over-quarter.
  • 18 funds opened new Franklin US Mid Cap Multifactor Index ETF positions in Q4 2023 and 6 closed out, a net change of +12 holders.
  • The largest Franklin US Mid Cap Multifactor Index ETF buyer in Q4 2023 was Raymond James Financial Services Advisors, an estimated $25.2M added.
  • The largest Franklin US Mid Cap Multifactor Index ETF seller in Q4 2023 was KPP Advisory Services, an estimated $3.52M sold.

Based on aggregated 13F filings for Q4 2023.