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Franklin US Mid Cap Multifactor Index ETF

163 hedge funds and large institutions have $1.34B invested in Franklin US Mid Cap Multifactor Index ETF in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 69 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

6% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 65

2% more capital invested

Capital invested by funds: $1.32B → $1.34B (+$24.7M)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

1.06% less ownership

Funds ownership: 78.91%77.85% (-1.1%)

1% less funds holding

Funds holding: 165163 (-2)

Holders
163
Holders Change
-2
Holders Change %
-1.21%
% of All Funds
2.14%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.14%
New
14
Increased
69
Reduced
65
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$174M -$385K -6,899 -0.2%
Ameriprise
2
Ameriprise
Minnesota
$122M -$27.1M -485,377 -18%
Raymond James Financial
3
Raymond James Financial
Florida
$101M +$2.03M +36,383 +2%
OWM
4
Orgel Wealth Management
Wisconsin
$79.2M +$3.55M +63,528 +5%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$60.1M +$16.5M +296,194 +39%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$55.1M +$8.99M +160,864 +20%
Carson Wealth (CWM LLC)
7
Carson Wealth (CWM LLC)
Nebraska
$54.3M -$5.97M -106,938 -10%
Bank of America
8
Bank of America
North Carolina
$46.2M +$7.9M +141,331 +21%
HG
9
Harbor Group
New Hampshire
$41M +$5.07M +90,758 +14%
Morgan Stanley
10
Morgan Stanley
New York
$39.1M +$854K +15,296 +2%
LFG
11
Larson Financial Group
Missouri
$38M +$9.47M +169,571 +34%
PAG
12
Private Advisor Group
New Jersey
$31.7M -$2.6M -46,622 -8%
HighTower Advisors
13
HighTower Advisors
Illinois
$29.8M +$2.07M +37,109 +8%
MML Investors Services
14
MML Investors Services
Massachusetts
$24.6M +$496K +8,884 +2%
EWS
15
Eagle Wealth Strategies
New Jersey
$22M +$11.1M +197,968 +103%
Stifel Financial
16
Stifel Financial
Missouri
$20.7M +$3.94M +70,542 +24%
FDCDDQ
17
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.6M +$505K +9,034 +3%
FC
18
Financial Consulate
Maryland
$20.6M +$256K +4,584 +1%
Osaic Holdings
19
Osaic Holdings
Arizona
$19.1M +$366K +6,545 +2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$17.9M -$862K -15,430 -5%
FZCM
21
Flynn Zito Capital Management
New York
$17.1M -$941K -16,841 -5%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$16.7M +$4.23M +75,758 +34%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$15.6M -$65K -1,164 -0.4%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$13.4M -$846K -15,145 -6%
SHFA
25
Sherrill & Hutchins Financial Advisory
Georgia
$11.7M +$1.88M +33,567 +19%

FLQM Hedge Fund Activity: Q3 2025 in Review

163 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Franklin US Mid Cap Multifactor Index ETF (FLQM) for Q3 2025, worth a combined $1.34B — up 1.9% from $1.32B a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of FLQM and 14 opened new positions — a net loss of 1 holder — while 65 trimmed existing stakes and 69 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $16.5M. The largest seller was Bogart Wealth LLC, cutting an estimated $41.2M.

  • 163 institutional investors held Franklin US Mid Cap Multifactor Index ETF (FLQM) as of Q3 2025, down from 165 in Q2 2025.
  • Funds reported $1.34B of Franklin US Mid Cap Multifactor Index ETF stock for Q3 2025, up 1.9% quarter-over-quarter.
  • 14 funds opened new Franklin US Mid Cap Multifactor Index ETF positions in Q3 2025 and 15 closed out, a net change of -1 holder.
  • The largest Franklin US Mid Cap Multifactor Index ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $16.5M added.
  • The largest Franklin US Mid Cap Multifactor Index ETF seller in Q3 2025 was Bogart Wealth LLC, an estimated $41.2M sold.

Based on aggregated 13F filings for Q3 2025.