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Franklin US Mid Cap Multifactor Index ETF

147 hedge funds and large institutions have $987M invested in Franklin US Mid Cap Multifactor Index ETF in 2024 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

192% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 26

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

26% more capital invested

Capital invested by funds: $784M → $987M (+$204M)

15% more funds holding

Funds holding: 128147 (+19)

0.83% more ownership

Funds ownership: 76.05%76.87% (+0.83%)

Holders
147
Holders Change
+19
Holders Change %
+14.84%
% of All Funds
1.94%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
32
Increased
76
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$137M +$8.97M +159,538 +7%
Ameriprise
2
Ameriprise
Minnesota
$103M +$44.2M +786,150 +71%
Raymond James Financial
3
Raymond James Financial
Florida
$92.4M +$95.7M +1,701,147 New
OWM
4
Orgel Wealth Management
Wisconsin
$83.5M +$53.9M +958,040 +165%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$65.7M +$9.8M +174,268 +17%
BWL
6
Bogart Wealth LLC
Virginia
$38.4M -$243K -4,328 -0.6%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$29.1M +$20.7M +368,245 +219%
MML Investors Services
8
MML Investors Services
Massachusetts
$20.9M +$20.6M +367,102 +2,041%
PAG
9
Private Advisor Group
New Jersey
$20.9M +$1.98M +35,203 +10%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$20.2M +$5.67M +100,785 +37%
Bank of America
11
Bank of America
North Carolina
$18.7M +$1.07M +18,985 +6%
FC
12
Financial Consulate
Maryland
$17.3M +$682K +12,118 +4%
Morgan Stanley
13
Morgan Stanley
New York
$16.4M +$10.5M +185,915 +161%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$15.6M +$2.31M +40,996 +17%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$14.5M +$808K +14,363 +6%
Osaic Holdings
16
Osaic Holdings
Arizona
$14.2M +$475K +8,449 +3%
HG
17
Harbor Group
New Hampshire
$13.9M +$5.76M +102,474 +67%
FZCM
18
Flynn Zito Capital Management
New York
$12.8M +$926K +16,462 +8%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$11.3M +$375K +6,660 +3%
FDCDDQ
20
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.2M +$1.39M +24,760 +14%
AI
21
Atria Investments
North Carolina
$8.95M +$7.18M +127,698 +344%
SIM
22
Stratos Investment Management
Ohio
$8.81M -$1.56M -27,749 -15%
RWA
23
Redhawk Wealth Advisors
Minnesota
$8.6M +$2.84M +50,548 +47%
Stifel Financial
24
Stifel Financial
Missouri
$8.37M +$925K +16,442 +12%
AWA
25
Adapt Wealth Advisors
Georgia
$8.33M +$3.45M +61,297 +67%