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Franklin US Mid Cap Multifactor Index ETF
FLQM

Overview Fund Activity

106 hedge funds and large institutions have $518M invested in Franklin US Mid Cap Multifactor Index ETF in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 60 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
106
Holders Change
+7
Holders Change %
+7.07%
% of All Funds
1.54%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
15
Increased
60
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWL
1
Bogart Wealth LLC
Virginia
$33.5M
2
Ameriprise
2
Ameriprise
Minnesota
$17.4M
3
RJA
3
Raymond James & Associates
Florida
$17.6M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$11.1M
5
LPL Financial
5
LPL Financial
California
$94.4M

Top Sellers

1
IWM
1
IHT Wealth Management
Illinois
$0
2
GM
2
GeoWealth Management
Illinois
$2.44M
3
WWA
3
WCG Wealth Advisors
Nevada
$0
4
KAS
4
KPP Advisory Services
Kentucky
$2.28M
5
Bank of America
5
Bank of America
North Carolina
$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
51
Atria Investments
North Carolina
$1.16M -$14K -273 -1%
HAS
52
HBW Advisory Services
California
$1M +$1M +19,500 New
KWM
53
Kingsview Wealth Management
Oregon
$937K +$78.5K +1,531 +9%
HBW
54
Hazlett, Burt & Watson
West Virginia
$866K +$96.6K +1,883 +13%
EFS
55
Essex Financial Services
Connecticut
$823K +$27.5K +527 +3%
DAS
56
Dynamic Advisor Solutions
Arizona
$736K -$28.6K -557 -4%
CPA
57
Clear Point Advisors
New York
$720K +$58.7K +1,144 +9%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$676K +$676K +13,183 New
Franklin Resources
59
Franklin Resources
California
$668K +$24.4K +475 +4%
Mariner
60
Mariner
Kansas
$667K -$7.03K -137 -1%
DADC
61
D.A. Davidson & Co
Montana
$663K +$5.13K +100 +0.8%
KFP
62
KMG Fiduciary Partners
Ohio
$625K +$625K +12,188 New
HI
63
Harbour Investments
Wisconsin
$612K +$294K +5,733 +92%
OPS
64
Orion Portfolio Solutions
Nebraska
$553K +$553K +10,786 New
BCI
65
Brinker Capital Investments
Pennsylvania
$553K +$553K +10,786 New
IWC
66
Integrated Wealth Concepts
Massachusetts
$547K +$22.9K +447 +4%
Jane Street
67
Jane Street
New York
$545K -$926K -18,045 -63%
RFN
68
Redwood Financial Network
Ohio
$498K +$41K +800 +9%
OC
69
Oppenheimer & Co
New York
$484K +$484K +9,438 New
AAS
70
Ameritas Advisory Services
Nebraska
$466K – – –
SEP
71
Southland Equity Partners
Missouri
$422K +$513 +10 +0.1%
AQR Capital Management
72
AQR Capital Management
Connecticut
$420K +$139K +2,716 +50%
IAIM
73
International Assets Investment Management
Florida
$378K -$267K -5,196 -41%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$352K +$82.3K +1,605 +30%
PSF
75
Pacific Sun Financial
California
$351K +$3.08K +60 +0.9%
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