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Franklin US Mid Cap Multifactor Index ETF
FLQM

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.

New
Increased
Maintained
Reduced
Closed

216% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 19

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

7% more funds holding

Funds holding: 99 → 106 (+7)

7% more capital invested

Capital invested by funds: $485M → $518M (+$33.3M)

4.43% less ownership

Funds ownership: 79.61% → 75.18% (-4.4%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
106
Holders Change
+7
Holders Change %
+7.07%
% of All Funds
1.53%
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

Rank Fund Capital Flow
1
BWL
Bogart Wealth LLC
Virginia
+$33.6M
2
Ameriprise
Ameriprise
Minnesota
+$17.2M
3
RJA
Raymond James & Associates
Florida
+$9.59M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.06M
5
LPL Financial
LPL Financial
California
+$5.54M

Top Sellers

Rank Fund Capital Flow
1
IWM
IHT Wealth Management
Illinois
-$20.7M
2
GM
GeoWealth Management
Illinois
-$13.7M
3
WWA
WCG Wealth Advisors
Nevada
-$2.84M
4
KAS
KPP Advisory Services
Kentucky
-$2.21M
5
Bank of America
Bank of America
North Carolina
-$1.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
76
Advisory Services Network
Georgia
$342K +$344K +6,675 New
FBB
77
Fulton Breakefield Broenniman
Maryland
$322K – – –
SEM
78
Strategic Equity Management
Arizona
$319K +$41.2K +800 +15%
AWA
79
Arkadios Wealth Advisors
Georgia
$311K +$43.5K +846 +16%
PTC
80
Private Trust Company
Ohio
$306K +$8.95K +174 +3%
SPC
81
Sigma Planning Corp
Michigan
$297K +$15K +292 +5%
WWM
82
Western Wealth Management
Colorado
$286K -$1.29K -25 -0.4%
PMG
83
ProVise Management Group
Florida
$283K +$284K +5,509 New
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$224K -$1.26M -24,528 -85%
AF
85
Advisornet Financial
Minnesota
$205K -$5.35K -104 -3%
Jones Financial Companies
86
Jones Financial Companies
Missouri
$118K +$106K +2,055 +822%
CIBC Private Wealth Group
87
CIBC Private Wealth Group
Georgia
$83.2K – – –
APC
88
Aspire Private Capital
North Carolina
$77.2K -$20.3K -395 -21%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$66.8K +$45.3K +880 +209%
CFGS
90
Concourse Financial Group Securities
Alabama
$50.9K – – –
PS
91
Principal Securities
Iowa
$47.6K +$5.4K +105 +13%
AWM
92
Aspire Wealth Management
Massachusetts
$42.5K +$3.29K +64 +8%
UBS Group
93
UBS Group
Switzerland
$35K +$35.1K +682 New
SMA
94
Sage Mountain Advisors
Georgia
$34.7K +$18K +350 +107%
BTI
95
Blue Trust Inc
Georgia
$27K – – –
National Bank of Canada
96
National Bank of Canada
Quebec, Canada
$25.6K – – –
CA
97
Clearstead Advisors
Ohio
$24.9K – – –
AWM
98
Avior Wealth Management
Nebraska
$21.2K – – –
Qube Research & Technologies (QRT)
99
Qube Research & Technologies (QRT)
United Kingdom
$20.5K +$20.6K +400 New
HGERS
100
Householder Group Estate & Retirement Specialist
Arizona
$14K – – –
1 2 3
4
5

FLQM Hedge Fund Activity: Q2 2024 in Review

106 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Franklin US Mid Cap Multifactor Index ETF (FLQM) for Q2 2024, worth a combined $518M — up 6.9% from $485M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new FLQM positions and 6 closed out — a net gain of 9 holders — while 60 added to existing stakes and 19 trimmed.

The largest buyer was Bogart Wealth LLC, opening a new position worth an estimated $33.6M. The largest seller was IHT Wealth Management, exiting entirely with an estimated $20.7M sold.

  • 106 institutional investors held Franklin US Mid Cap Multifactor Index ETF (FLQM) as of Q2 2024, up from 99 in Q1 2024.
  • Funds reported $518M of Franklin US Mid Cap Multifactor Index ETF stock for Q2 2024, up 6.9% quarter-over-quarter.
  • 15 funds opened new Franklin US Mid Cap Multifactor Index ETF positions in Q2 2024 and 6 closed out, a net change of +9 holders.
  • The largest Franklin US Mid Cap Multifactor Index ETF buyer in Q2 2024 was Bogart Wealth LLC, an estimated $33.6M added.
  • The largest Franklin US Mid Cap Multifactor Index ETF seller in Q2 2024 was IHT Wealth Management, an estimated $20.7M sold.

Based on aggregated 13F filings for Q2 2024.