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Franklin US Mid Cap Multifactor Index ETF

99 hedge funds and large institutions have $485M invested in Franklin US Mid Cap Multifactor Index ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

113% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 23

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

45% more capital invested

Capital invested by funds: $334M → $485M (+$152M)

21% more funds holding

Funds holding: 8299 (+17)

2.36% less ownership

Funds ownership: 81.97%79.61% (-2.4%)

Holders
99
Holders Change
+17
Holders Change %
+20.73%
% of All Funds
1.43%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
23
Increased
49
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
51
Lincoln National Corp
Pennsylvania
$1.05M +$202K +4,062 +26%
MA
52
Mutual Advisors
Nebraska
$923K -$694K -13,941 -45%
Janney Montgomery Scott
53
Janney Montgomery Scott
Pennsylvania
$908K +$846K +16,989 New
KWM
54
Kingsview Wealth Management
Oregon
$895K +$24.1K +484 +3%
EFS
55
Essex Financial Services
Connecticut
$814K +$130K +2,612 +21%
HBW
56
Hazlett, Burt & Watson
West Virginia
$802K +$106K +2,123 +16%
DAS
57
Dynamic Advisor Solutions
Arizona
$797K +$9.61K +193 +1%
Mariner
58
Mariner
Kansas
$703K -$137K -2,760 -17%
CPA
59
Clear Point Advisors
New York
$689K +$20.4K +410 +3%
Goldman Sachs
60
Goldman Sachs
New York
$686K +$639K +12,832 New
DADC
61
D.A. Davidson & Co
Montana
$686K +$123K +2,480 +24%
Franklin Resources
62
Franklin Resources
California
$671K +$24.2K +486 +4%
IAIM
63
International Assets Investment Management
Florida
$668K -$48.5K -975 -7%
IWC
64
Integrated Wealth Concepts
Massachusetts
$547K +$136K +2,742 +37%
Ameriprise
65
Ameriprise
Minnesota
$511K +$476K +9,557 New
RFN
66
Redwood Financial Network
Ohio
$477K +$59.2K +1,190 +15%
AAS
67
Ameritas Advisory Services
Nebraska
$461K +$452K +9,086 New
SEP
68
Southland Equity Partners
Missouri
$439K -$348 -7 -0.1%
PSF
69
Pacific Sun Financial
California
$363K
FBB
70
Fulton Breakefield Broenniman
Maryland
$336K +$313K +6,281 New
HI
71
Harbour Investments
Wisconsin
$332K +$73.6K +1,479 +31%
Thrivent Financial for Lutherans
72
Thrivent Financial for Lutherans
Minnesota
$319K +$297K +5,972 New
PTC
73
Private Trust Company
Ohio
$310K +$29K +583 +11%
WWM
74
Western Wealth Management
Colorado
$299K +$6.67K +134 +2%
SPC
75
Sigma Planning Corp
Michigan
$294K +$274K +5,505 New

FLQM Hedge Fund Activity: Q1 2024 in Review

99 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Franklin US Mid Cap Multifactor Index ETF (FLQM) for Q1 2024, worth a combined $485M — up 45% from $334M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FLQM positions and 5 closed out — a net gain of 18 holders — while 49 added to existing stakes and 23 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $20.3M. The largest seller was Moneywise Inc, cutting an estimated $4.71M.

  • 99 institutional investors held Franklin US Mid Cap Multifactor Index ETF (FLQM) as of Q1 2024, up from 82 in Q4 2023.
  • Funds reported $485M of Franklin US Mid Cap Multifactor Index ETF stock for Q1 2024, up 45% quarter-over-quarter.
  • 23 funds opened new Franklin US Mid Cap Multifactor Index ETF positions in Q1 2024 and 5 closed out, a net change of +18 holders.
  • The largest Franklin US Mid Cap Multifactor Index ETF buyer in Q1 2024 was Raymond James Financial Services Advisors, an estimated $20.3M added.
  • The largest Franklin US Mid Cap Multifactor Index ETF seller in Q1 2024 was Moneywise Inc, an estimated $4.71M sold.

Based on aggregated 13F filings for Q1 2024.