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Franklin US Mid Cap Multifactor Index ETF

60 hedge funds and large institutions have $159M invested in Franklin US Mid Cap Multifactor Index ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 31 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

182% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 11

38% more capital invested

Capital invested by funds: $116M → $159M (+$43.5M)

25% more funds holding

Funds holding: 4860 (+12)

0.8% more ownership

Funds ownership: 73.07%73.87% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
60
Holders Change
+12
Holders Change %
+25%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
31
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$53M -$746K -17,253 -1%
GM
2
GeoWealth Management
Illinois
$9.71M +$9.35M +216,331 New
PAG
3
Private Advisor Group
New Jersey
$9.13M +$517K +11,971 +6%
CA
4
Cetera Advisors
Colorado
$7.97M -$205K -4,733 -3%
MI
5
Moneywise Inc
Virginia
$6.54M +$1.55M +35,818 +33%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$5.76M +$3.99M +92,226 +255%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$5.57M +$2.42M +55,906 +82%
SCA
8
Snowden Capital Advisors
New York
$4.48M +$448K +10,364 +12%
Osaic Holdings
9
Osaic Holdings
Arizona
$4.26M +$2.67M +61,828 +188%
RJA
10
Raymond James & Associates
Florida
$4.17M +$529K +12,238 +15%
SWP
11
Stratos Wealth Partners
Ohio
$3.9M +$2.91M +67,307 +345%
TNB
12
Thomasville National Bank
Georgia
$3.83M +$600K +13,882 +19%
FCM
13
Family Capital Management
Michigan
$3.29M +$194K +4,491 +7%
IA
14
IFP Advisors
Florida
$3.11M +$592K +13,696 +25%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.77M +$1.19M +27,525 +81%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$2.45M +$2.36M +54,568 New
AAS
17
Avantax Advisory Services
Texas
$2.31M +$92.4K +2,138 +4%
Mariner
18
Mariner
Kansas
$2.26M -$218K -5,051 -9%
EH
19
Equitable Holdings
New York
$2.1M +$1.37M +31,765 +212%
Stifel Financial
20
Stifel Financial
Missouri
$1.67M -$38.3K -887 -2%
Bank of America
21
Bank of America
North Carolina
$1.54M +$807K +18,660 +119%
SWM
22
Solano Wealth Management
California
$1.5M +$9.42K +218 +0.7%
PSCM
23
Per Stirling Capital Management
Texas
$1.49M +$1.43M +33,154 New
KAS
24
Kestra Advisory Services
Texas
$1.29M +$438K +10,133 +55%
LIM
25
Leavell Investment Management
Alabama
$1.14M +$816K +18,885 +299%