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Franklin US Mid Cap Multifactor Index ETF

26 hedge funds and large institutions have $35.7M invested in Franklin US Mid Cap Multifactor Index ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

37% more funds holding

Funds holding: 1926 (+7)

25.37% more ownership

Funds ownership: 85.75%111.12% (+25%)

14% more capital invested

Capital invested by funds: $31.3M → $35.7M (+$4.44M)

Holders
26
Holders Change
+7
Holders Change %
+36.84%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
6
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
1
Snowden Capital Advisors
New York
$6.74M +$686K +15,404 +11%
CA
2
Cetera Advisors
Colorado
$4.54M -$72.3K -1,624 -2%
Osaic Holdings
3
Osaic Holdings
Arizona
$3.5M -$611K -13,728 -15%
IA
4
IFP Advisors
Florida
$3.46M +$5.43M +122,059 New
TWC
5
TD Waterhouse Canada
Ontario, Canada
$2.98M +$861K +19,341 +47%
LPL Financial
6
LPL Financial
California
$2.82M +$261K +5,876 +10%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.22M +$839K +18,860 +62%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.75M +$926K +20,807 +115%
MA
9
Mutual Advisors
Nebraska
$1.24M -$1.18M -26,579 -49%
PAG
10
Private Advisor Group
New Jersey
$802K +$297K +6,679 +60%
Bank of America
11
Bank of America
North Carolina
$730K +$61.6K +1,384 +9%
IWM
12
IHT Wealth Management
Illinois
$697K -$212K -4,769 -24%
DAS
13
Dynamic Advisor Solutions
Arizona
$639K -$12.6K -283 -2%
KAS
14
Kestra Advisory Services
Texas
$617K +$13.7K +307 +2%
Citadel Advisors
15
Citadel Advisors
Florida
$558K +$552K +12,409 New
EH
16
Equitable Holdings
New York
$494K +$32.9K +739 +7%
FTUS
17
Flow Traders U.S.
New York
$336K
Franklin Resources
18
Franklin Resources
California
$336K +$33.7K +758 +11%
GWM
19
Geneos Wealth Management
Colorado
$333K +$33K +741 +11%
PSF
20
Pacific Sun Financial
California
$253K +$251K +5,630 New
AF
21
Advisornet Financial
Minnesota
$237K +$13.4K +300 +6%
MCC
22
Money Concepts Capital
Florida
$152K +$150K +3,378 New
UBS Group
23
UBS Group
Switzerland
$116K +$115K +2,587 New
AP
24
Advisors Preferred
Maryland
$112K -$52.4K -1,178 -32%
IWP
25
IAG Wealth Partners
Wisconsin
$54K +$53.5K +1,203 New

FLQM Hedge Fund Activity: Q1 2022 in Review

26 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Franklin US Mid Cap Multifactor Index ETF (FLQM) for Q1 2022, worth a combined $35.7M — up 14% from $31.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FLQM positions and 0 closed out — a net gain of 7 holders — while 12 added to existing stakes and 6 trimmed.

The largest buyer was IFP Advisors, opening a new position worth an estimated $5.43M. The largest seller was Mutual Advisors, cutting an estimated $1.18M.

  • 26 institutional investors held Franklin US Mid Cap Multifactor Index ETF (FLQM) as of Q1 2022, up from 19 in Q4 2021.
  • Funds reported $35.7M of Franklin US Mid Cap Multifactor Index ETF stock for Q1 2022, up 14% quarter-over-quarter.
  • 7 funds opened new Franklin US Mid Cap Multifactor Index ETF positions in Q1 2022 and 0 closed out, a net change of +7 holders.
  • The largest Franklin US Mid Cap Multifactor Index ETF buyer in Q1 2022 was IFP Advisors, an estimated $5.43M added.
  • The largest Franklin US Mid Cap Multifactor Index ETF seller in Q1 2022 was Mutual Advisors, an estimated $1.18M sold.

Based on aggregated 13F filings for Q1 2022.