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Franklin US Mid Cap Multifactor Index ETF

19 hedge funds and large institutions have $31.3M invested in Franklin US Mid Cap Multifactor Index ETF in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

27% more funds holding

Funds holding: 1519 (+4)

15% more capital invested

Capital invested by funds: $27.2M → $31.3M (+$4.03M)

2.87% more ownership

Funds ownership: 82.88%85.75% (+2.9%)

Holders
19
Holders Change
+4
Holders Change %
+26.67%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
1
Snowden Capital Advisors
New York
$6.5M +$316K +6,787 +5%
CA
2
Cetera Advisors
Colorado
$4.96M +$240K +5,152 +5%
Osaic Holdings
3
Osaic Holdings
Arizona
$4.42M +$350K +7,530 +9%
LPL Financial
4
LPL Financial
California
$2.75M +$321K +6,908 +14%
MA
5
Mutual Advisors
Nebraska
$2.62M -$44.4K -955 -2%
TWC
6
TD Waterhouse Canada
Ontario, Canada
$2.19M +$1.93M +41,490 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.47M +$138K +2,965 +11%
IWM
8
IHT Wealth Management
Illinois
$980K +$67.4K +1,449 +8%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$876K -$1.08M -23,163 -56%
Bank of America
10
Bank of America
North Carolina
$718K +$116K +2,502 +20%
DAS
11
Dynamic Advisor Solutions
Arizona
$701K +$17.8K +383 +3%
KAS
12
Kestra Advisory Services
Texas
$648K +$189K +4,059 +43%
PAG
13
Private Advisor Group
New Jersey
$539K +$519K +11,152 New
EH
14
Equitable Holdings
New York
$495K +$476K +10,239 New
FTUS
15
Flow Traders U.S.
New York
$361K -$142K -3,051 -29%
Franklin Resources
16
Franklin Resources
California
$324K +$16.4K +353 +6%
GWM
17
Geneos Wealth Management
Colorado
$322K +$137K +2,934 +78%
AF
18
Advisornet Financial
Minnesota
$240K +$231K +4,967 New
AP
19
Advisors Preferred
Maryland
$175K +$171K +3,667 New
FHC
20
First Heartland Consultants
Missouri
-$2.8M -63,870 Closed

FLQM Hedge Fund Activity: Q4 2021 in Review

19 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Franklin US Mid Cap Multifactor Index ETF (FLQM) for Q4 2021, worth a combined $31.3M — up 15% from $27.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FLQM positions and 1 closed out — a net gain of 4 holders — while 11 added to existing stakes and 3 trimmed.

The largest buyer was Private Advisor Group, opening a new position worth an estimated $519K. The largest seller was First Heartland Consultants, exiting entirely with an estimated $2.8M sold.

  • 19 institutional investors held Franklin US Mid Cap Multifactor Index ETF (FLQM) as of Q4 2021, up from 15 in Q3 2021.
  • Funds reported $31.3M of Franklin US Mid Cap Multifactor Index ETF stock for Q4 2021, up 15% quarter-over-quarter.
  • 5 funds opened new Franklin US Mid Cap Multifactor Index ETF positions in Q4 2021 and 1 closed out, a net change of +4 holders.
  • The largest Franklin US Mid Cap Multifactor Index ETF buyer in Q4 2021 was Private Advisor Group, an estimated $519K added.
  • The largest Franklin US Mid Cap Multifactor Index ETF seller in Q4 2021 was First Heartland Consultants, an estimated $2.8M sold.

Based on aggregated 13F filings for Q4 2021.