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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
Mariner
76
Mariner
Kansas
$725K -$320 -6 -0%
DADC
77
D.A. Davidson & Co
Montana
$721K +$1.33K +25 +0.2%
BCI
78
Brinker Capital Investments
Pennsylvania
$696K +$90.9K +1,705 +16%
OPS
79
Orion Portfolio Solutions
Nebraska
$696K +$90.9K +1,705 +16%
WCA
80
Westover Capital Advisors
Delaware
$641K +$614K +11,512 New
RFN
81
Redwood Financial Network
Ohio
$590K +$46.8K +878 +9%
OC
82
Oppenheimer & Co
New York
$570K +$42.6K +800 +8%
IWC
83
Integrated Wealth Concepts
Massachusetts
$505K -$85.1K -1,596 -15%
AWS
84
Atria Wealth Solutions
New York
$501K +$479K +8,992 New
MA
85
Mutual Advisors
Nebraska
$484K -$2.04M -38,197 -81%
SEP
86
Southland Equity Partners
Missouri
$460K +$1.76K +33 +0.4%
SPC
87
Sigma Planning Corp
Michigan
$434K +$107K +2,003 +35%
PMG
88
ProVise Management Group
Florida
$430K +$118K +2,206 +40%
PCS
89
Personal CFO Solutions
New Jersey
$423K +$405K +7,602 New
AWA
90
Arkadios Wealth Advisors
Georgia
$411K +$70.6K +1,324 +22%
FFN
91
Focus Financial Network
Minnesota
$401K +$384K +7,204 New
NA
92
NewEdge Advisors
Louisiana
$379K +$363K +6,801 New
PSF
93
Pacific Sun Financial
California
$371K -$9.6K -180 -3%
FBB
94
Fulton Breakefield Broenniman
Maryland
$350K
ASN
95
Advisory Services Network
Georgia
$342K
PTC
96
Private Trust Company
Ohio
$332K
ARC
97
Advisor Resource Council
Texas
$316K +$303K +5,680 New
Envestnet Portfolio Solutions
98
Envestnet Portfolio Solutions
Illinois
$309K +$296K +5,549 New
WWM
99
Western Wealth Management
Colorado
$301K -$9.12K -171 -3%
PFPT
100
Pinnacle Financial Partners (Tennessee)
Tennessee
$268K +$257K +4,815 New

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.