We are live on ! Find out more
FLQM icon

Franklin US Mid Cap Multifactor Index ETF

149 hedge funds and large institutions have $1.14B invested in Franklin US Mid Cap Multifactor Index ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 36

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

16% more capital invested

Capital invested by funds: $987M → $1.14B (+$154M)

1% more funds holding

Funds holding: 147149 (+2)

1.01% more ownership

Funds ownership: 76.87%77.88% (+1%)

Holders
149
Holders Change
+2
Holders Change %
+1.36%
% of All Funds
2%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
25
Increased
74
Reduced
36
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
101
Atria Wealth Solutions
New York
$574K +$16.4K +300 +3%
CWM
102
Cornerstone Wealth Management
Missouri
$539K +$221K +4,041 +66%
PF
103
PlanWiser Financial
Colorado
$524K +$544K +9,952 New
PMG
104
ProVise Management Group
Florida
$501K +$12.1K +222 +2%
PFPT
105
Pinnacle Financial Partners (Tennessee)
Tennessee
$457K
Envestnet Portfolio Solutions
106
Envestnet Portfolio Solutions
Illinois
$439K +$66K +1,208 +17%
SEP
107
Southland Equity Partners
Missouri
$437K -$10.9K -200 -2%
ISFAN
108
Investor's Fiduciary Advisor Network
Washington
$422K +$117K +2,136 +37%
JWCA
109
J.W. Cole Advisors
Florida
$401K +$413K +7,565 New
PSF
110
Pacific Sun Financial
California
$380K +$13.7K +250 +4%
D.E. Shaw & Co
111
D.E. Shaw & Co
New York
$366K
AWA
112
Arkadios Wealth Advisors
Georgia
$335K -$4.26K -78 -1%
FBB
113
Fulton Breakefield Broenniman
Maryland
$333K
WWM
114
Western Wealth Management
Colorado
$331K -$546 -10 -0.2%
GM
115
GeoWealth Management
Illinois
$329K -$2.14M -39,120 -86%
Cerity Partners
116
Cerity Partners
New York
$324K
OBWG
117
Onyx Bridge Wealth Group
New York
$320K +$330K +6,041 New
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$312K -$4.73M -86,637 -94%
PS
119
Principal Securities
Iowa
$293K
IA
120
IFG Advisory
Georgia
$276K +$285K +5,213 New
VC
121
Vicus Capital
Pennsylvania
$274K +$283K +5,175 New
AWP
122
Axis Wealth Partners
Rhode Island
$255K +$16.7K +306 +7%
SC
123
Scotia Capital
Ontario, Canada
$255K -$8.47K -155 -3%
PTC
124
Private Trust Company
Ohio
$248K -$21.9K -401 -8%
Citadel Advisors
125
Citadel Advisors
Florida
$245K +$252K +4,622 New