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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
EFS
76
Essex Financial Services
Connecticut
$912K +$33K +587 +4%
OC
77
Oppenheimer & Co
New York
$888K +$344K +6,117 +60%
BFA
78
Beaumont Financial Advisors
Massachusetts
$866K -$75.3K -1,338 -8%
Franklin Resources
79
Franklin Resources
California
$856K +$94.7K +1,684 +12%
WEG
80
World Equity Group
Illinois
$842K -$413K -7,344 -32%
SEM
81
Strategic Equity Management
Arizona
$790K -$207K -3,674 -20%
AWM
82
Axxcess Wealth Management
California
$768K -$48.5K -862 -6%
MOS
83
MGO One Seven
Ohio
$747K +$773K +13,751 New
DADC
84
D.A. Davidson & Co
Montana
$742K +$40.3K +716 +6%
CPA
85
Clear Point Advisors
New York
$727K +$506 +9 +0.1%
WWA
86
WCG Wealth Advisors
Nevada
$719K +$745K +13,247 New
BCI
87
Brinker Capital Investments
Pennsylvania
$695K +$17.5K +312 +2%
OPS
88
Orion Portfolio Solutions
Nebraska
$695K +$17.5K +312 +2%
Mariner
89
Mariner
Kansas
$695K -$12K -214 -2%
SWIA
90
Solano Wealth Investment Advisors
California
$694K +$718K +12,775 New
FWIA
91
Fort Washington Investment Advisors
Ohio
$641K +$664K +11,800 New
WCA
92
Westover Capital Advisors
Delaware
$635K +$10.5K +187 +2%
RFN
93
Redwood Financial Network
Ohio
$593K +$18.6K +331 +3%
MA
94
Mutual Advisors
Nebraska
$592K +$98K +1,742 +20%
AWS
95
Atria Wealth Solutions
New York
$572K +$86.6K +1,539 +17%
IWC
96
Integrated Wealth Concepts
Massachusetts
$535K +$43.1K +767 +8%
PMG
97
ProVise Management Group
Florida
$501K +$84.6K +1,505 +20%
AAS
98
Ameritas Advisory Services
Nebraska
$493K +$511K +9,086 New
PFPT
99
Pinnacle Financial Partners (Tennessee)
Tennessee
$468K +$214K +3,800 +79%
SEP
100
Southland Equity Partners
Missouri
$458K +$9.84K +175 +2%

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.