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Franklin US Mid Cap Multifactor Index ETF

163 hedge funds and large institutions have $1.34B invested in Franklin US Mid Cap Multifactor Index ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 69 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

6% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 65

2% more capital invested

Capital invested by funds: $1.32B → $1.34B (+$24.7M)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

1.06% less ownership

Funds ownership: 78.91%77.85% (-1.1%)

1% less funds holding

Funds holding: 165163 (-2)

Holders
163
Holders Change
-2
Holders Change %
-1.21%
% of All Funds
2.14%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.14%
New
14
Increased
69
Reduced
65
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
76
Concurrent Investment Advisors
Florida
$1.34M +$1.33M +23,822 New
HBW
77
Hazlett, Burt & Watson
West Virginia
$1.28M -$38.4K -688 -3%
Franklin Resources
78
Franklin Resources
California
$1.15M +$117K +2,101 +11%
TFM
79
Trademark Financial Management
Minnesota
$1.08M +$49.9K +893 +5%
DAS
80
Dynamic Advisor Solutions
Arizona
$1.05M +$37.2K +666 +4%
EFS
81
Essex Financial Services
Connecticut
$1.02M -$52.2K -935 -5%
GVAG
82
Great Valley Advisor Group
Delaware
$991K -$2.96K -53 -0.3%
MOS
83
MGO One Seven
Ohio
$964K +$39.1K +700 +4%
BFA
84
Beaumont Financial Advisors
Massachusetts
$929K +$25.9K +464 +3%
HI
85
Harbour Investments
Wisconsin
$863K +$95.5K +1,709 +13%
AQR Capital Management
86
AQR Capital Management
Connecticut
$842K -$131K -2,342 -14%
EAM
87
Empirical Asset Management
Massachusetts
$827K -$846K -15,153 -51%
DADC
88
D.A. Davidson & Co
Montana
$815K -$12K -214 -1%
AWM
89
Axxcess Wealth Management
California
$808K +$4.75K +85 +0.6%
SSWM
90
Sheets Smith Wealth Management
North Carolina
$806K
BCI
91
Brinker Capital Investments
Pennsylvania
$768K -$42.7K -764 -5%
PF
92
PlanWiser Financial
Colorado
$733K +$204K +3,651 +38%
SF
93
Summit Financial
New Jersey
$697K +$690K +12,356 New
Mariner
94
Mariner
Kansas
$654K -$3.91K -70 -0.6%
FWP
95
Forefront Wealth Partners
Texas
$649K +$642K +11,493 New
SEM
96
Strategic Equity Management
Arizona
$643K
CPA
97
Clear Point Advisors
New York
$613K +$6.26K +112 +1%
SPC
98
Sigma Planning Corp
Michigan
$599K -$118K -2,116 -17%
CWM
99
Cornerstone Wealth Management
Missouri
$557K -$58.2K -1,041 -10%
SA
100
Sanctuary Advisors
Indiana
$546K +$109K +1,943 +25%

FLQM Hedge Fund Activity: Q3 2025 in Review

163 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Franklin US Mid Cap Multifactor Index ETF (FLQM) for Q3 2025, worth a combined $1.34B — up 1.9% from $1.32B a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of FLQM and 14 opened new positions — a net loss of 1 holder — while 65 trimmed existing stakes and 69 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $16.5M. The largest seller was Bogart Wealth LLC, cutting an estimated $41.2M.

  • 163 institutional investors held Franklin US Mid Cap Multifactor Index ETF (FLQM) as of Q3 2025, down from 165 in Q2 2025.
  • Funds reported $1.34B of Franklin US Mid Cap Multifactor Index ETF stock for Q3 2025, up 1.9% quarter-over-quarter.
  • 14 funds opened new Franklin US Mid Cap Multifactor Index ETF positions in Q3 2025 and 15 closed out, a net change of -1 holder.
  • The largest Franklin US Mid Cap Multifactor Index ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $16.5M added.
  • The largest Franklin US Mid Cap Multifactor Index ETF seller in Q3 2025 was Bogart Wealth LLC, an estimated $41.2M sold.

Based on aggregated 13F filings for Q3 2025.