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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
PAS
101
Park Avenue Securities
New York
$455K +$472K +8,387 New
PCS
102
Personal CFO Solutions
New Jersey
$413K
Envestnet Portfolio Solutions
103
Envestnet Portfolio Solutions
Illinois
$384K +$85.5K +1,520 +27%
PSF
104
Pacific Sun Financial
California
$376K +$14.6K +260 +4%
D.E. Shaw & Co
105
D.E. Shaw & Co
New York
$375K -$786K -13,977 -67%
AWA
106
Arkadios Wealth Advisors
Georgia
$348K -$54.9K -976 -13%
FBB
107
Fulton Breakefield Broenniman
Maryland
$341K
WWM
108
Western Wealth Management
Colorado
$340K +$48.2K +857 +16%
CWM
109
Cornerstone Wealth Management
Missouri
$333K +$344K +6,125 New
Cerity Partners
110
Cerity Partners
New York
$332K +$344K +6,111 New
ISFAN
111
Investor's Fiduciary Advisor Network
Washington
$316K +$328K +5,827 New
PS
112
Principal Securities
Iowa
$293K +$167K +2,974 +123%
PTC
113
Private Trust Company
Ohio
$276K -$49.5K -880 -15%
SC
114
Scotia Capital
Ontario, Canada
$270K +$280K +4,971 New
OPCM
115
Osborne Partners Capital Management
California
$252K +$900 +16 +0.3%
AWP
116
Axis Wealth Partners
Rhode Island
$245K +$254K +4,511 New
CG
117
Caprock Group
Idaho
$231K +$239K +4,246 New
FHC
118
First Heartland Consultants
Missouri
$228K
Truist Financial
119
Truist Financial
North Carolina
$226K -$31.2K -554 -12%
WI
120
Wintrust Investments
Illinois
$225K +$233K +4,143 New
HF
121
HRT Financial
New York
$220K +$228K +4,054 New
AF
122
Advisornet Financial
Minnesota
$217K
FFA
123
Farther Finance Advisors
California
$203K +$12.1K +216 +6%
NA
124
NewEdge Advisors
Louisiana
$165K -$212K -3,765 -55%
AA
125
Ancora Advisors
Ohio
$91.3K +$35.3K +627 +60%

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.