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Franklin US Mid Cap Multifactor Index ETF

149 hedge funds and large institutions have $1.14B invested in Franklin US Mid Cap Multifactor Index ETF in 2025 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 36

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

16% more capital invested

Capital invested by funds: $987M → $1.14B (+$154M)

1% more funds holding

Funds holding: 147149 (+2)

1.01% more ownership

Funds ownership: 76.87%77.88% (+1%)

Holders
149
Holders Change
+2
Holders Change %
+1.36%
% of All Funds
2%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
25
Increased
74
Reduced
36
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$138M +$38.9M +712,421 +38%
LPL Financial
2
LPL Financial
California
$137M +$3.24M +59,268 +2%
Raymond James Financial
3
Raymond James Financial
Florida
$89.8M -$367K -6,720 -0.4%
OWM
4
Orgel Wealth Management
Wisconsin
$78.4M -$3.2M -58,508 -4%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$76.4M +$12.7M +231,691 +19%
BWL
6
Bogart Wealth LLC
Virginia
$37.8M +$338K +6,186 +0.9%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$29.3M +$9.92M +181,584 +49%
PAG
8
Private Advisor Group
New Jersey
$28.1M +$7.95M +145,480 +38%
HG
9
Harbor Group
New Hampshire
$26.8M +$13.6M +249,483 +98%
Bank of America
10
Bank of America
North Carolina
$26.5M +$8.51M +155,785 +45%
MML Investors Services
11
MML Investors Services
Massachusetts
$24.1M +$3.8M +69,536 +18%
HighTower Advisors
12
HighTower Advisors
Illinois
$23.7M +$24.4M +447,106 New
Morgan Stanley
13
Morgan Stanley
New York
$21.2M +$5.36M +98,075 +33%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$18.6M +$3.48M +63,617 +22%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$17.7M -$11.1M -202,782 -38%
FDCDDQ
16
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.7M +$6.9M +126,214 +61%
FC
17
Financial Consulate
Maryland
$17.6M +$782K +14,309 +4%
FZCM
18
Flynn Zito Capital Management
New York
$16.8M +$4.51M +82,586 +35%
Osaic Holdings
19
Osaic Holdings
Arizona
$15.1M +$1.23M +22,567 +9%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$13.9M +$3M +54,965 +26%
Stifel Financial
21
Stifel Financial
Missouri
$12.5M +$4.5M +82,421 +54%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$12.5M -$1.7M -31,086 -12%
EWS
23
Eagle Wealth Strategies
New Jersey
$10.4M +$10.7M +196,559 New
SIM
24
Stratos Investment Management
Ohio
$10.2M +$1.68M +30,762 +19%
GWM
25
Geneos Wealth Management
Colorado
$9.05M +$5.07M +92,878 +119%