We are live on ! Find out more
FLQS icon

Franklin US Small Cap Multifactor Index ETF

19 hedge funds and large institutions have $16.7M invested in Franklin US Small Cap Multifactor Index ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $15.7M → $16.7M (+$1.03M)

0.97% more ownership

Funds ownership: 44.86%45.83% (+0.97%)

10% less funds holding

Funds holding: 2119 (-2)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
19
Holders Change
-2
Holders Change %
-9.52%
% of All Funds
0.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$6.69M +$156K +4,045 +3%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$1.86M -$32.6K -845 -2%
Osaic Holdings
3
Osaic Holdings
Arizona
$1.52M +$65.2K +1,692 +5%
CWM
4
Cornerstone Wealth Management
Missouri
$1.34M +$63.3K +1,644 +5%
PAG
5
Private Advisor Group
New Jersey
$1.24M +$15.9K +412 +1%
EH
6
Equitable Holdings
New York
$1.02M +$72.5K +1,881 +8%
Citadel Advisors
7
Citadel Advisors
Florida
$529K -$170K -4,405 -25%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$523K +$497K +12,891 New
IA
9
IFP Advisors
Florida
$505K -$83.7K -2,173 -15%
Bank of America
10
Bank of America
North Carolina
$468K -$6.47K -168 -1%
CA
11
Cetera Advisors
Colorado
$445K +$422K +10,948 New
KCFA
12
Key Client Fiduciary Advisors
New Jersey
$212K -$21.6K -560 -10%
HI
13
Harbour Investments
Wisconsin
$204K +$70.8K +1,837 +58%
GWM
14
Geneos Wealth Management
Colorado
$140K -$14.4K -373 -10%
National Bank of Canada
15
National Bank of Canada
Quebec, Canada
$23.7K
PTC
16
Private Trust Company
Ohio
$21.1K
Franklin Resources
17
Franklin Resources
California
$5.16K -$39 -1 -0.8%
T
18
Tidemark
California
$3.86K
Morgan Stanley
19
Morgan Stanley
New York
$44 -$39 -1 -50%
Goldman Sachs
20
Goldman Sachs
New York
-$246K -6,316 Closed
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
-$232K -5,967 Closed
CIBC World Market
22
CIBC World Market
Ontario, Canada
-$212K -5,455 Closed
Wells Fargo
23
Wells Fargo
California
-$14.4K -370 Closed

FLQS Hedge Fund Activity: Q1 2024 in Review

19 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Franklin US Small Cap Multifactor Index ETF (FLQS) for Q1 2024, worth a combined $16.7M — up 6.6% from $15.7M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of FLQS and 2 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 6 added.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $497K. The largest seller was Goldman Sachs, exiting entirely with an estimated $246K sold.

  • 19 institutional investors held Franklin US Small Cap Multifactor Index ETF (FLQS) as of Q1 2024, down from 21 in Q4 2023.
  • Funds reported $16.7M of Franklin US Small Cap Multifactor Index ETF stock for Q1 2024, up 6.6% quarter-over-quarter.
  • 2 funds opened new Franklin US Small Cap Multifactor Index ETF positions in Q1 2024 and 4 closed out, a net change of -2 holders.
  • The largest Franklin US Small Cap Multifactor Index ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $497K added.
  • The largest Franklin US Small Cap Multifactor Index ETF seller in Q1 2024 was Goldman Sachs, an estimated $246K sold.

Based on aggregated 13F filings for Q1 2024.