We are live on ! Find out more
FLQM icon

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 2026 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 63 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

0.4% less ownership

Funds ownership: 79.55%79.15% (-0.4%)

4% less capital invested

Capital invested by funds: $1.37B → $1.32B (-$52.7M)

7% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 68

4% less funds holding

Funds holding: 171165 (-6)

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

Holders
165
Holders Change
-6
Holders Change %
-3.51%
% of All Funds
2.03%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.15%
New
16
Increased
63
Reduced
68
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$170M +$12.6M +220,123 +8%
Ameriprise
2
Ameriprise
Minnesota
$112M -$270K -4,736 -0.2%
OWM
3
Orgel Wealth Management
Wisconsin
$98.7M +$16.3M +285,800 +19%
Raymond James Financial
4
Raymond James Financial
Florida
$83.6M -$19.4M -340,009 -18%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$79.9M +$8.13M +142,619 +11%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$50.1M -$3.04M -53,386 -6%
HG
7
Harbor Group
New Hampshire
$49.5M +$4.26M +74,755 +9%
LFG
8
Larson Financial Group
Missouri
$49.4M +$7.74M +135,758 +18%
Bank of America
9
Bank of America
North Carolina
$37.1M -$3.23M -56,697 -8%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$36.7M -$5.47M -95,983 -13%
Morgan Stanley
11
Morgan Stanley
New York
$35.3M -$2.67M -46,809 -7%
HighTower Advisors
12
HighTower Advisors
Illinois
$32.4M +$2.21M +38,759 +7%
PAG
13
Private Advisor Group
New Jersey
$26.7M -$1.36M -23,922 -5%
EWS
14
Eagle Wealth Strategies
New Jersey
$24.1M +$1.13M +19,886 +5%
FDCDDQ
15
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.6M +$1.88M +32,892 +8%
Stifel Financial
16
Stifel Financial
Missouri
$22.6M +$2.25M +39,542 +11%
FC
17
Financial Consulate
Maryland
$20.7M -$237K -4,164 -1%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$17.7M +$61.1K +1,072 +0.3%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$17.2M +$263K +4,609 +1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$14.9M +$1.1M +19,316 +8%
FZCM
21
Flynn Zito Capital Management
New York
$14.6M -$2.9M -50,861 -16%
Osaic Holdings
22
Osaic Holdings
Arizona
$13.3M -$3.66M -64,229 -21%
SHFA
23
Sherrill & Hutchins Financial Advisory
Georgia
$13.2M +$799K +14,018 +6%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$13.2M -$1.95M -34,210 -12%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$11.2M +$1.6M +28,045 +16%

FLQM Hedge Fund Activity: Q1 2026 in Review

165 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Franklin US Mid Cap Multifactor Index ETF (FLQM) for Q1 2026, worth a combined $1.32B — down 3.8% from $1.37B a quarter earlier.

Fund positioning in FLQM was balanced in Q1 2026: 16 funds opened new positions, 16 closed out, 63 added to existing stakes and 68 trimmed.

The largest buyer was Orgel Wealth Management, adding an estimated $16.3M. The largest seller was Raymond James Financial, cutting an estimated $19.4M.

  • 165 institutional investors held Franklin US Mid Cap Multifactor Index ETF (FLQM) as of Q1 2026, down from 171 in Q4 2025.
  • Funds reported $1.32B of Franklin US Mid Cap Multifactor Index ETF stock for Q1 2026, down 3.8% quarter-over-quarter.
  • 16 funds opened new Franklin US Mid Cap Multifactor Index ETF positions in Q1 2026 and 16 closed out, a net change of 0 holders.
  • The largest Franklin US Mid Cap Multifactor Index ETF buyer in Q1 2026 was Orgel Wealth Management, an estimated $16.3M added.
  • The largest Franklin US Mid Cap Multifactor Index ETF seller in Q1 2026 was Raymond James Financial, an estimated $19.4M sold.

Based on aggregated 13F filings for Q1 2026.