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Franklin US Mid Cap Multifactor Index ETF

128 hedge funds and large institutions have $784M invested in Franklin US Mid Cap Multifactor Index ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 66 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 5

230% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 20

51% more capital invested

Capital invested by funds: $518M → $784M (+$265M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

21% more funds holding

Funds holding: 106128 (+22)

0.87% more ownership

Funds ownership: 75.18%76.05% (+0.87%)

Holders
128
Holders Change
+22
Holders Change %
+20.75%
% of All Funds
1.84%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
28
Increased
66
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$132M +$28.1M +527,519 +29%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$78.2M +$6.88M +128,971 +10%
Ameriprise
3
Ameriprise
Minnesota
$61.3M +$40.4M +757,515 +220%
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$57.7M +$14.6M +274,529 +36%
BWL
5
Bogart Wealth LLC
Virginia
$39.6M +$3.07M +57,599 +9%
OWM
6
Orgel Wealth Management
Wisconsin
$32.3M +$30.9M +579,310 New
RJA
7
Raymond James & Associates
Florida
$20.1M +$934K +17,528 +5%
PAG
8
Private Advisor Group
New Jersey
$19.5M +$3.12M +58,612 +20%
Bank of America
9
Bank of America
North Carolina
$18.1M -$1.23M -23,158 -7%
FC
10
Financial Consulate
Maryland
$17.1M +$1.11M +20,826 +7%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$15.1M +$3.51M +65,918 +32%
Osaic Holdings
12
Osaic Holdings
Arizona
$14.1M -$54.6K -1,024 -0.4%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$14.1M +$5.47M +102,618 +69%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$13.7M +$1.56M +29,214 +13%
FZCM
15
Flynn Zito Capital Management
New York
$12.2M +$170K +3,192 +1%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$11.5M -$544K -10,201 -5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$11.2M +$10.4M +194,178 +2,826%
SIM
18
Stratos Investment Management
Ohio
$10.6M +$80.2K +1,504 +0.8%
FDCDDQ
19
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.1M +$1.48M +27,774 +18%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$9.36M +$3.03M +56,754 +51%
HG
21
Harbor Group
New Hampshire
$8.5M +$5.84M +109,489 +254%
Stifel Financial
22
Stifel Financial
Missouri
$7.67M +$958K +17,973 +15%
FPGK
23
Financial Partners Group (Kansas)
Kansas
$6.93M +$6.63M +124,328 New
AAS
24
Avantax Advisory Services
Texas
$6.79M +$3.13M +58,801 +93%
Morgan Stanley
25
Morgan Stanley
New York
$6.42M +$424K +7,956 +7%

FLQM Hedge Fund Activity: Q3 2024 in Review

128 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Franklin US Mid Cap Multifactor Index ETF (FLQM) for Q3 2024, worth a combined $784M — up 51% from $518M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FLQM positions and 5 closed out — a net gain of 23 holders — while 66 added to existing stakes and 20 trimmed.

The largest buyer was Ameriprise, adding an estimated $40.4M. The largest seller was Mutual Advisors, cutting an estimated $2.04M.

  • 128 institutional investors held Franklin US Mid Cap Multifactor Index ETF (FLQM) as of Q3 2024, up from 106 in Q2 2024.
  • Funds reported $784M of Franklin US Mid Cap Multifactor Index ETF stock for Q3 2024, up 51% quarter-over-quarter.
  • 28 funds opened new Franklin US Mid Cap Multifactor Index ETF positions in Q3 2024 and 5 closed out, a net change of +23 holders.
  • The largest Franklin US Mid Cap Multifactor Index ETF buyer in Q3 2024 was Ameriprise, an estimated $40.4M added.
  • The largest Franklin US Mid Cap Multifactor Index ETF seller in Q3 2024 was Mutual Advisors, an estimated $2.04M sold.

Based on aggregated 13F filings for Q3 2024.