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Franklin US Mid Cap Multifactor Index ETF

70 hedge funds and large institutions have $213M invested in Franklin US Mid Cap Multifactor Index ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 39 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

179% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 14

34% more capital invested

Capital invested by funds: $159M → $213M (+$53.9M)

17% more funds holding

Funds holding: 6070 (+10)

3.69% more ownership

Funds ownership: 73.87%77.57% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
70
Holders Change
+10
Holders Change %
+16.67%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
39
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$59.9M +$9.62M +214,283 +18%
PAG
2
Private Advisor Group
New Jersey
$12.9M +$4.33M +96,568 +47%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$12.4M +$7.24M +161,268 +126%
GM
4
GeoWealth Management
Illinois
$12.3M +$3.11M +69,301 +32%
SIM
5
Stratos Investment Management
Ohio
$9.02M +$9.42M +209,930 New
MI
6
Moneywise Inc
Virginia
$8.28M +$2.12M +47,185 +32%
Osaic Holdings
7
Osaic Holdings
Arizona
$7.85M +$3.94M +87,844 +93%
CA
8
Cetera Advisors
Colorado
$7.53M -$101K -2,240 -1%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$6.04M +$3.86M +85,900 +157%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$5.41M +$86.2K +1,921 +2%
RJA
11
Raymond James & Associates
Florida
$5.03M +$1.09M +24,316 +26%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.74M +$4.58M +102,039 +1,230%
SCA
13
Snowden Capital Advisors
New York
$4.34M +$52.4K +1,168 +1%
TNB
14
Thomasville National Bank
Georgia
$3.75M +$88.1K +1,963 +2%
SWP
15
Stratos Wealth Partners
Ohio
$3.55M -$190K -4,240 -5%
KAS
16
KPP Advisory Services
Kentucky
$3.52M +$3.67M +81,862 New
FCM
17
Family Capital Management
Michigan
$3.4M +$263K +5,866 +8%
IA
18
IFP Advisors
Florida
$3.03M +$57.1K +1,272 +2%
GWM
19
Geneos Wealth Management
Colorado
$2.7M +$2.49M +55,531 +759%
EH
20
Equitable Holdings
New York
$2.47M +$481K +10,710 +23%
Bank of America
21
Bank of America
North Carolina
$2.44M +$1.01M +22,404 +65%
AAS
22
Avantax Advisory Services
Texas
$2.32M +$118K +2,625 +5%
Mariner
23
Mariner
Kansas
$2.12M -$45.3K -1,010 -2%
WWA
24
WCG Wealth Advisors
Nevada
$2.02M +$1.26M +27,991 +147%
CAN
25
Cetera Advisor Networks
California
$1.99M +$1.7M +37,787 +446%

FLQM Hedge Fund Activity: Q3 2023 in Review

70 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Franklin US Mid Cap Multifactor Index ETF (FLQM) for Q3 2023, worth a combined $213M — up 34% from $159M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FLQM positions and 4 closed out — a net gain of 10 holders — while 39 added to existing stakes and 14 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.62M. The largest seller was Susquehanna International Group, cutting an estimated $2.23M.

  • 70 institutional investors held Franklin US Mid Cap Multifactor Index ETF (FLQM) as of Q3 2023, up from 60 in Q2 2023.
  • Funds reported $213M of Franklin US Mid Cap Multifactor Index ETF stock for Q3 2023, up 34% quarter-over-quarter.
  • 14 funds opened new Franklin US Mid Cap Multifactor Index ETF positions in Q3 2023 and 4 closed out, a net change of +10 holders.
  • The largest Franklin US Mid Cap Multifactor Index ETF buyer in Q3 2023 was LPL Financial, an estimated $9.62M added.
  • The largest Franklin US Mid Cap Multifactor Index ETF seller in Q3 2023 was Susquehanna International Group, an estimated $2.23M sold.

Based on aggregated 13F filings for Q3 2023.