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Franklin US Mid Cap Multifactor Index ETF
FLQM

Overview Fund Activity

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
Holders
147
Holders Change
+19
Holders Change %
+14.84%
% of All Funds
1.96%
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
–

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
$83.5M
2
Ameriprise
Ameriprise
Minnesota
$103M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$29.1M
4
MML Investors Services
MML Investors Services
Massachusetts
$20.9M
5
Morgan Stanley
Morgan Stanley
New York
$16.4M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$6.77M
2
Jane Street
Jane Street
New York
$0
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
SIM
Stratos Investment Management
Ohio
$8.81M
5
GWM
Geneos Wealth Management
Colorado
$4.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$14.2K +262 +25%
CFGS
129
Concourse Financial Group Securities
Alabama
$56K – – –
NWM
130
Nova Wealth Management
Florida
$53K +$53K +976 New
National Bank of Canada
131
National Bank of Canada
Quebec, Canada
$50.9K +$23.8K +438 +88%
SMA
132
Sage Mountain Advisors
Georgia
$36.8K – – –
UBS Group
133
UBS Group
Switzerland
$28.9K +$28.9K +532 New
AssetMark Inc
134
AssetMark Inc
California
$28.5K +$28.5K +525 New
CA
135
Clearstead Advisors
Ohio
$26.3K – – –
PA
136
PSI Advisors
Florida
$19.1K +$108 +2 +0.6%
AWM
137
Avior Wealth Management
Nebraska
$18.5K – – –
AWM
138
AE Wealth Management
Kansas
$16.6K +$16.6K +305 New
JPMorgan Chase & Co
139
JPMorgan Chase & Co
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 +$11.1K +204 New
TSMHT
143
Thurston Springer Miller Herd & Titak
Indiana
$9.12K +$9.12K +168 New
IWP
144
IAG Wealth Partners
Wisconsin
$6.84K +$6.84K +126 New
FFA
145
Frazier Financial Advisors
Ohio
$6.33K +$54 +1 +0.9%
PCA
146
PMV Capital Advisers
Texas
$2.93K +$2.93K +54 New
WWA
147
Wingate Wealth Advisors
Massachusetts
$2.14K +$2.14K +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
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