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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
CIBC Private Wealth Group
126
CIBC Private Wealth Group
Georgia
$89.8K
S
127
SignatureFD
Georgia
$88K
Fidelity Investments
128
Fidelity Investments
Massachusetts
$71.2K +$14.7K +262 +25%
CFGS
129
Concourse Financial Group Securities
Alabama
$56K
NWM
130
Nova Wealth Management
Florida
$53K +$54.9K +976 New
National Bank of Canada
131
National Bank of Canada
Quebec, Canada
$50.9K +$24.6K +438 +88%
SMA
132
Sage Mountain Advisors
Georgia
$36.8K
UBS Group
133
UBS Group
Switzerland
$28.9K +$29.9K +532 New
AssetMark Inc
134
AssetMark Inc
California
$28.5K +$29.5K +525 New
CA
135
Clearstead Advisors
Ohio
$26.3K
PA
136
PSI Advisors
Florida
$19.1K +$112 +2 +0.6%
AWM
137
Avior Wealth Management
Nebraska
$18.5K
AWM
138
AE Wealth Management
Kansas
$16.6K +$17.2K +305 New
JP Morgan Chase
139
JP Morgan Chase
New York
$14.4K
CMBA
140
C.M. Bidwell & Associates
Hawaii
$13K
ME
141
McIlrath & Eck
Washington
$11.2K
VWM
142
Venturi Wealth Management
Texas
$11.1K +$11.5K +204 New
TSMHT
143
Thurston Springer Miller Herd & Titak
Indiana
$9.12K +$9.45K +168 New
IWP
144
IAG Wealth Partners
Wisconsin
$6.84K +$7.09K +126 New
FFA
145
Frazier Financial Advisors
Ohio
$6.33K +$56 +1 +0.9%
PCA
146
PMV Capital Advisers
Texas
$2.93K +$3.04K +54 New
WWA
147
Wingate Wealth Advisors
Massachusetts
$2.14K +$2.19K +39 New
Jane Street
148
Jane Street
New York
-$2.14M -38,335 Closed
Citadel Advisors
149
Citadel Advisors
Florida
-$1.59M -28,616 Closed
ARC
150
Advisor Resource Council
Texas
-$316K -5,680 Closed

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.