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Franklin US Mid Cap Multifactor Index ETF

165 hedge funds and large institutions have $1.32B invested in Franklin US Mid Cap Multifactor Index ETF in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 75 increasing their positions, 52 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 9

44% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 52

15% more capital invested

Capital invested by funds: $1.14B → $1.32B (+$176M)

11% more funds holding

Funds holding: 149165 (+16)

1.03% more ownership

Funds ownership: 77.88%78.91% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
165
Holders Change
+16
Holders Change %
+10.74%
% of All Funds
2.17%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
27
Increased
75
Reduced
52
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$168M +$26.9M +511,284 +20%
Ameriprise
2
Ameriprise
Minnesota
$143M +$2.27M +43,120 +2%
Raymond James Financial
3
Raymond James Financial
Florida
$95.4M +$3.31M +62,992 +4%
OWM
4
Orgel Wealth Management
Wisconsin
$72.8M -$7.28M -138,603 -9%
Carson Wealth (CWM LLC)
5
Carson Wealth (CWM LLC)
Nebraska
$58.1M -$19.5M -371,777 -26%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$44.2M +$25.3M +481,080 +144%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$41.7M +$11.3M +215,005 +39%
BWL
8
Bogart Wealth LLC
Virginia
$40.2M +$1.42M +26,941 +4%
Bank of America
9
Bank of America
North Carolina
$36.8M +$9.34M +177,777 +36%
Morgan Stanley
10
Morgan Stanley
New York
$36.7M +$14.6M +277,264 +69%
HG
11
Harbor Group
New Hampshire
$34.5M +$6.84M +130,091 +26%
PAG
12
Private Advisor Group
New Jersey
$33M +$4.05M +77,017 +15%
LFG
13
Larson Financial Group
Missouri
$27.3M +$24.9M +473,201 +1,603%
HighTower Advisors
14
HighTower Advisors
Illinois
$26.6M +$2.28M +43,411 +10%
MML Investors Services
15
MML Investors Services
Massachusetts
$23.1M -$1.49M -28,435 -6%
FC
16
Financial Consulate
Maryland
$19.5M +$1.4M +26,700 +8%
FDCDDQ
17
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.3M +$1.16M +22,136 +7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$18M -$981K -18,663 -5%
Osaic Holdings
19
Osaic Holdings
Arizona
$17.9M +$2.42M +46,033 +16%
FZCM
20
Flynn Zito Capital Management
New York
$17.4M +$116K +2,211 +0.7%
Stifel Financial
21
Stifel Financial
Missouri
$16.1M +$3.15M +59,964 +25%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$15M +$2.18M +41,478 +18%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$13.8M -$495K -9,409 -4%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$11.9M +$4.68M +89,027 +68%
SIM
25
Stratos Investment Management
Ohio
$10.6M +$116K +2,211 +1%

FLQM Hedge Fund Activity: Q2 2025 in Review

165 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Franklin US Mid Cap Multifactor Index ETF (FLQM) for Q2 2025, worth a combined $1.32B — up 15% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new FLQM positions and 9 closed out — a net gain of 18 holders — while 75 added to existing stakes and 52 trimmed.

The largest buyer was LPL Financial, adding an estimated $26.9M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $19.5M.

  • 165 institutional investors held Franklin US Mid Cap Multifactor Index ETF (FLQM) as of Q2 2025, up from 149 in Q1 2025.
  • Funds reported $1.32B of Franklin US Mid Cap Multifactor Index ETF stock for Q2 2025, up 15% quarter-over-quarter.
  • 27 funds opened new Franklin US Mid Cap Multifactor Index ETF positions in Q2 2025 and 9 closed out, a net change of +18 holders.
  • The largest Franklin US Mid Cap Multifactor Index ETF buyer in Q2 2025 was LPL Financial, an estimated $26.9M added.
  • The largest Franklin US Mid Cap Multifactor Index ETF seller in Q2 2025 was Carson Wealth (CWM LLC), an estimated $19.5M sold.

Based on aggregated 13F filings for Q2 2025.