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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
Truist Financial
101
Truist Financial
North Carolina
$263K +$251K +4,714 New
OPCM
102
Osborne Partners Capital Management
California
$258K +$247K +4,625 New
FHC
103
First Heartland Consultants
Missouri
$234K -$4K -75 -2%
AF
104
Advisornet Financial
Minnesota
$223K
OBWG
105
Onyx Bridge Wealth Group
New York
$209K +$200K +3,744 New
CFG
106
Cooper Financial Group
California
$206K +$197K +3,694 New
SA
107
Sanctuary Advisors
Indiana
$200K +$184K +3,448 New
FFA
108
Farther Finance Advisors
California
$196K +$187K +3,513 New
AP
109
Advisors Preferred
Maryland
$170K +$163K +3,060 New
PS
110
Principal Securities
Iowa
$134K +$79.1K +1,484 +160%
CIBC Private Wealth Group
111
CIBC Private Wealth Group
Georgia
$91.3K
S
112
SignatureFD
Georgia
$90.2K +$86.4K +1,620 New
AWM
113
Aspire Wealth Management
Massachusetts
$73.5K +$26.2K +492 +59%
PCA
114
Providence Capital Advisors
North Carolina
$62.6K +$59.9K +1,123 New
AA
115
Ancora Advisors
Ohio
$58.7K +$56.1K +1,053 New
Fidelity Investments
116
Fidelity Investments
Massachusetts
$58.4K -$13.5K -254 -20%
CFGS
117
Concourse Financial Group Securities
Alabama
$55.3K
SMA
118
Sage Mountain Advisors
Georgia
$37.7K
National Bank of Canada
119
National Bank of Canada
Quebec, Canada
$27.9K
CA
120
Clearstead Advisors
Ohio
$27K
PA
121
PSI Advisors
Florida
$19.5K +$11.8K +221 +170%
AWM
122
Avior Wealth Management
Nebraska
$18.9K -$3.94K -74 -18%
HGERS
123
Householder Group Estate & Retirement Specialist
Arizona
$16K
JP Morgan Chase
124
JP Morgan Chase
New York
$14.8K
CMBA
125
C.M. Bidwell & Associates
Hawaii
$13.4K

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.