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Franklin US Mid Cap Multifactor Index ETF

128 hedge funds and large institutions have $784M invested in Franklin US Mid Cap Multifactor Index ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 5

230% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 20

51% more capital invested

Capital invested by funds: $518M → $784M (+$265M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

21% more funds holding

Funds holding: 106128 (+22)

0.87% more ownership

Funds ownership: 75.18%76.05% (+0.87%)

Holders
128
Holders Change
+22
Holders Change %
+20.75%
% of All Funds
1.84%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
28
Increased
66
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AI
51
Atria Investments
North Carolina
$2.07M +$767K +14,396 +63%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$1.86M +$1.55M +28,989 +664%
LIM
53
Leavell Investment Management
Alabama
$1.74M +$145K +2,720 +10%
SPIA
54
Steward Partners Investment Advisory
New York
$1.7M +$195K +3,663 +14%
EAM
55
Empirical Asset Management
Massachusetts
$1.7M +$272K +5,107 +20%
Citadel Advisors
56
Citadel Advisors
Florida
$1.59M +$1.53M +28,616 New
PSCM
57
Per Stirling Capital Management
Texas
$1.52M +$17.1K +320 +1%
Jones Financial Companies
58
Jones Financial Companies
Missouri
$1.49M +$1.3M +24,474 +1,062%
IF
59
Integrity Financial
Wyoming
$1.38M -$3.79K -71 -0.3%
KWM
60
Kingsview Wealth Management
Oregon
$1.29M +$261K +4,888 +27%
WEG
61
World Equity Group
Illinois
$1.27M -$12K -226 -1%
D.E. Shaw & Co
62
D.E. Shaw & Co
New York
$1.16M +$410K +7,699 +58%
HBW
63
Hazlett, Burt & Watson
West Virginia
$1.14M +$187K +3,506 +21%
P
64
&Partners
Tennessee
$1.12M +$1.06M +19,849 New
AQR Capital Management
65
AQR Capital Management
Connecticut
$1.11M +$629K +11,793 +144%
HAS
66
HBW Advisory Services
California
$1.11M +$20.9K +393 +2%
SEM
67
Strategic Equity Management
Arizona
$1.01M +$640K +11,999 +193%
MML Investors Services
68
MML Investors Services
Massachusetts
$1M +$959K +17,987 New
BFA
69
Beaumont Financial Advisors
Massachusetts
$963K +$922K +17,291 New
HI
70
Harbour Investments
Wisconsin
$940K +$263K +4,941 +41%
EFS
71
Essex Financial Services
Connecticut
$895K +$23.6K +442 +3%
DAS
72
Dynamic Advisor Solutions
Arizona
$859K +$57K +1,069 +7%
AWM
73
Axxcess Wealth Management
California
$836K +$800K +15,001 New
Franklin Resources
74
Franklin Resources
California
$790K +$56.8K +1,066 +8%
CPA
75
Clear Point Advisors
New York
$745K -$34.8K -653 -5%

FLQM Hedge Fund Activity: Q3 2024 in Review

128 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Franklin US Mid Cap Multifactor Index ETF (FLQM) for Q3 2024, worth a combined $784M — up 51% from $518M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FLQM positions and 5 closed out — a net gain of 23 holders — while 66 added to existing stakes and 20 trimmed.

The largest buyer was Ameriprise, adding an estimated $40.4M. The largest seller was Mutual Advisors, cutting an estimated $2.04M.

  • 128 institutional investors held Franklin US Mid Cap Multifactor Index ETF (FLQM) as of Q3 2024, up from 106 in Q2 2024.
  • Funds reported $784M of Franklin US Mid Cap Multifactor Index ETF stock for Q3 2024, up 51% quarter-over-quarter.
  • 28 funds opened new Franklin US Mid Cap Multifactor Index ETF positions in Q3 2024 and 5 closed out, a net change of +23 holders.
  • The largest Franklin US Mid Cap Multifactor Index ETF buyer in Q3 2024 was Ameriprise, an estimated $40.4M added.
  • The largest Franklin US Mid Cap Multifactor Index ETF seller in Q3 2024 was Mutual Advisors, an estimated $2.04M sold.

Based on aggregated 13F filings for Q3 2024.