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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
AQR Capital Management
76
AQR Capital Management
Connecticut
$292K +$272K +5,464 New
SEM
77
Strategic Equity Management
Arizona
$289K +$269K +5,412 New
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$281K +$19.2K +386 +8%
AWA
79
Arkadios Wealth Advisors
Georgia
$278K +$348 +7 +0.1%
AF
80
Advisornet Financial
Minnesota
$219K +$50 +1 +0%
APC
81
Aspire Private Capital
North Carolina
$102K
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$87.2K +$81.6K +1,640 New
CFGS
83
Concourse Financial Group Securities
Alabama
$53K +$4.58K +92 +10%
PS
84
Principal Securities
Iowa
$44K +$2.34K +47 +6%
AWM
85
Aspire Wealth Management
Massachusetts
$40.8K +$8.36K +168 +28%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$39.2K +$36.5K +734 New
BTI
87
Blue Trust Inc
Georgia
$27K +$25.2K +506 New
National Bank of Canada
88
National Bank of Canada
Quebec, Canada
$26K
CA
89
Clearstead Advisors
Ohio
$25.2K
Fidelity Investments
90
Fidelity Investments
Massachusetts
$22.5K +$6.02K +121 +40%
AWM
91
Avior Wealth Management
Nebraska
$22.1K +$20.6K +414 New
SMA
92
Sage Mountain Advisors
Georgia
$17.5K +$16.3K +327 New
HGERS
93
Householder Group Estate & Retirement Specialist
Arizona
$15.5K +$14.4K +290 New
JP Morgan Chase
94
JP Morgan Chase
New York
$13.9K +$12.9K +260 New
Jones Financial Companies
95
Jones Financial Companies
Missouri
$13.4K +$12.4K +250 New
CMBA
96
C.M. Bidwell & Associates
Hawaii
$12.8K +$1.49K +30 +14%
ME
97
McIlrath & Eck
Washington
$11.1K -$7.02K -141 -41%
FFA
98
Frazier Financial Advisors
Ohio
$6.17K -$9.96K -200 -63%
PA
99
PSI Advisors
Florida
$1.57K -$50 -1 -3%
Citadel Advisors
100
Citadel Advisors
Florida
-$1.68M -34,976 Closed

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.