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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWL
Bogart Wealth LLC
Mclean,
Virginia
|
+$33.6M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$17.2M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$9.59M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$6.06M |
| 5 |
LPL Financial
San Diego,
California
|
+$5.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$20.7M |
| 2 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$13.7M |
| 3 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$2.84M |
| 4 |
KAS
KPP Advisory Services
Louisville,
Kentucky
|
-$2.21M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.96M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
JP Morgan Chase
New York
| $13.6K | +$309 | +6 | +2% |
|
|
CMBA
102
C.M. Bidwell & Associates
Honolulu,
Hawaii
| $12.3K | – | – | – |
|
|
ME
103
McIlrath & Eck
Arlington,
Washington
| $10.6K | – | – | – |
|
|
PA
104
PSI Advisors
Tampa,
Florida
| $6.64K | +$5.2K | +101 | +348% |
|
|
FFA
105
Frazier Financial Advisors
Columbus,
Ohio
| $5.95K | +$51 | +1 | +0.9% |
|
|
FHC
106
First Heartland Consultants
Lake St. Louis,
Missouri
| $220 | +$220K | +4,282 | New |
|
|
IWM
107
IHT Wealth Management
Chicago,
Illinois
| – | -$20.7M | -387,976 | Closed |
|
|
WWA
108
WCG Wealth Advisors
Las Vegas,
Nevada
| – | -$2.84M | -53,110 | Closed |
|
|
CWM
109
Cornerstone Wealth Management
St. Peters,
Missouri
| – | -$1.4M | -26,101 | Closed |
|
|
LNC
110
Lincoln National Corp
Radnor,
Pennsylvania
| – | -$1.05M | -19,638 | Closed |
|
111
Goldman Sachs
New York
| – | -$686K | -12,832 | Closed |
|
112
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$39.2K | -734 | Closed |
|
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.