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Franklin US Mid Cap Multifactor Index ETF

147 hedge funds and large institutions have $987M invested in Franklin US Mid Cap Multifactor Index ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

192% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 26

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

26% more capital invested

Capital invested by funds: $784M → $987M (+$204M)

15% more funds holding

Funds holding: 128147 (+19)

0.83% more ownership

Funds ownership: 76.05%76.87% (+0.83%)

Holders
147
Holders Change
+19
Holders Change %
+14.84%
% of All Funds
1.94%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
32
Increased
76
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
51
Berger Financial Group
Minnesota
$2.57M +$21.1K +375 +0.8%
GM
52
GeoWealth Management
Illinois
$2.46M -$810K -14,398 -24%
RCM
53
Riggs Capital Management
Utah
$2.46M +$2.55M +45,323 New
ASN
54
Advisory Services Network
Georgia
$2.44M +$2.16M +38,337 +574%
IAA
55
Independent Advisor Alliance
North Carolina
$2.4M +$2.48M +44,181 New
MI
56
Moneywise Inc
Virginia
$2.13M -$1.12M -19,965 -34%
LWMI
57
Landmark Wealth Management (Illinois)
Illinois
$2.04M -$221K -3,932 -9%
SWP
58
Stratos Wealth Partners
Ohio
$2.01M -$109K -1,940 -5%
AC
59
AIFG Consultants
New York
$1.86M +$1.93M +34,246 New
SPIA
60
Steward Partners Investment Advisory
New York
$1.7M +$40.5K +721 +2%
RWM
61
Riverbend Wealth Management
South Carolina
$1.7M +$1.75M +31,194 New
LIM
62
Leavell Investment Management
Alabama
$1.69M -$8.27K -147 -0.5%
EAM
63
Empirical Asset Management
Massachusetts
$1.56M -$94.1K -1,674 -5%
PSCM
64
Per Stirling Capital Management
Texas
$1.55M +$65K +1,155 +4%
SPC
65
Sigma Planning Corp
Michigan
$1.49M +$1.11M +19,668 +252%
FFN
66
Focus Financial Network
Minnesota
$1.48M +$1.13M +20,081 +279%
IF
67
Integrity Financial
Wyoming
$1.38M +$41.2K +732 +3%
P
68
&Partners
Tennessee
$1.37M +$271K +4,826 +24%
AQR Capital Management
69
AQR Capital Management
Connecticut
$1.31M +$232K +4,120 +21%
HBW
70
Hazlett, Burt & Watson
West Virginia
$1.27M +$167K +2,961 +15%
KWM
71
Kingsview Wealth Management
Oregon
$1.25M -$5.79K -103 -0.4%
TC
72
TAP Consulting
Missouri
$1.16M +$1.2M +21,419 New
HI
73
Harbour Investments
Wisconsin
$1.16M +$249K +4,434 +26%
HAS
74
HBW Advisory Services
California
$1.12M +$39.3K +698 +4%
DAS
75
Dynamic Advisor Solutions
Arizona
$934K +$101K +1,789 +12%

FLQM Hedge Fund Activity: Q4 2024 in Review

147 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Franklin US Mid Cap Multifactor Index ETF (FLQM) for Q4 2024, worth a combined $987M — up 26% from $784M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FLQM positions and 10 closed out — a net gain of 22 holders — while 76 added to existing stakes and 26 trimmed.

The largest buyer was Orgel Wealth Management, adding an estimated $53.9M. The largest seller was Commonwealth Equity Services, cutting an estimated $4.6M.

  • 147 institutional investors held Franklin US Mid Cap Multifactor Index ETF (FLQM) as of Q4 2024, up from 128 in Q3 2024.
  • Funds reported $987M of Franklin US Mid Cap Multifactor Index ETF stock for Q4 2024, up 26% quarter-over-quarter.
  • 32 funds opened new Franklin US Mid Cap Multifactor Index ETF positions in Q4 2024 and 10 closed out, a net change of +22 holders.
  • The largest Franklin US Mid Cap Multifactor Index ETF buyer in Q4 2024 was Orgel Wealth Management, an estimated $53.9M added.
  • The largest Franklin US Mid Cap Multifactor Index ETF seller in Q4 2024 was Commonwealth Equity Services, an estimated $4.6M sold.

Based on aggregated 13F filings for Q4 2024.