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Franklin US Mid Cap Multifactor Index ETF
FLQM

165 hedge funds and large institutions have $1.32B invested in Franklin US Mid Cap Multifactor Index ETF in 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 63 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

0.4% less ownership

Funds ownership: 79.55% → 79.15% (-0.4%)

4% less capital invested

Capital invested by funds: $1.37B → $1.32B (-$52.7M)

7% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 68

4% less funds holding

Funds holding: 171 → 165 (-6)

20% less funds holding in top 10

Funds holding in top 10: 15 → 12 (-3)

Holders
165
Holders Change
-6
Holders Change %
-3.51%
% of All Funds
2.03%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.15%
New
16
Increased
63
Reduced
68
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OWM
Orgel Wealth Management
Wisconsin
+$16.3M
2
LPL Financial
LPL Financial
California
+$12.6M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$8.13M
4
LFG
Larson Financial Group
Missouri
+$7.74M
5
IAA
Independent Advisor Alliance
North Carolina
+$5.97M

Top Sellers

1
Raymond James Financial
Raymond James Financial
Florida
-$19.4M
2
BCI
Brinker Capital Investments
Pennsylvania
-$10.1M
3
AFA
AllGen Financial Advisors
Florida
-$8.99M
4
Two Sigma Investments
Two Sigma Investments
New York
-$6.33M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$5.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
151
Signature Equity Partners
Ohio
$13.5K -$114 -2 -0.8%
GSWM
152
Golden State Wealth Management
California
$13K – – –
OSAM
153
O'Shaughnessy Asset Management
Connecticut
$10.9K – – –
AF
154
Allworth Financial
California
$9.61K – – –
AssetMark Inc
155
AssetMark Inc
California
$8.57K +$7.87K +138 +767%
NWM
156
Nova Wealth Management
Florida
$7.96K – – –
FFA
157
Frazier Financial Advisors
Ohio
$6.53K – – –
EWM
158
Evolution Wealth Management
Florida
$6.21K – – –
BCWM
159
Bartlett & Co Wealth Management
Ohio
$5.6K -$1.71K -30 -23%
KFAS
160
Keating Financial Advisory Services
Kansas
$5.16K +$5.36K +94 New
AWM
161
AE Wealth Management
Kansas
$3.46K -$13.8K -242 -79%
TC
162
Trust Company
Kansas
$2.8K – – –
National Bank of Canada
163
National Bank of Canada
Quebec, Canada
$2.42K +$2.51K +44 New
WP
164
WealthShield Partners
North Carolina
$2.36K +$2.45K +43 New
SWM
165
SHP Wealth Management
Massachusetts
$1.76K +$1.82K +32 New
AFA
166
AllGen Financial Advisors
Florida
– -$8.99M -159,756 Closed
Two Sigma Investments
167
Two Sigma Investments
New York
– -$6.33M -112,600 Closed
CAC
168
Certified Advisory Corp
Florida
– -$4.12M -73,178 Closed
Thrivent Financial for Lutherans
169
Thrivent Financial for Lutherans
Minnesota
– -$2.73M -48,599 Closed
MOS
170
MGO One Seven
Ohio
– -$1.04M -18,490 Closed
GVAG
171
Great Valley Advisor Group
Delaware
– -$997K -17,726 Closed
AWM
172
Axxcess Wealth Management
California
– -$821K -14,585 Closed
MHS
173
M Holdings Securities
Oregon
– -$664K -11,799 Closed
CPA
174
Clear Point Advisors
New York
– -$582K -10,352 Closed
IA
175
IFG Advisory
Georgia
– -$423K -7,510 Closed
4 5 6
7
8

FLQM Hedge Fund Activity: Q1 2026 in Review

165 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Franklin US Mid Cap Multifactor Index ETF (FLQM) for Q1 2026, worth a combined $1.32B — down 3.8% from $1.37B a quarter earlier.

Fund positioning in FLQM was balanced in Q1 2026: 16 funds opened new positions, 16 closed out, 63 added to existing stakes and 68 trimmed.

The largest buyer was Orgel Wealth Management, adding an estimated $16.3M. The largest seller was Raymond James Financial, cutting an estimated $19.4M.

  • 165 institutional investors held Franklin US Mid Cap Multifactor Index ETF (FLQM) as of Q1 2026, down from 171 in Q4 2025.
  • Funds reported $1.32B of Franklin US Mid Cap Multifactor Index ETF stock for Q1 2026, down 3.8% quarter-over-quarter.
  • 16 funds opened new Franklin US Mid Cap Multifactor Index ETF positions in Q1 2026 and 16 closed out, a net change of 0 holders.
  • The largest Franklin US Mid Cap Multifactor Index ETF buyer in Q1 2026 was Orgel Wealth Management, an estimated $16.3M added.
  • The largest Franklin US Mid Cap Multifactor Index ETF seller in Q1 2026 was Raymond James Financial, an estimated $19.4M sold.

Based on aggregated 13F filings for Q1 2026.