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Franklin Systematic Style Premia ETF

28 hedge funds and large institutions have $309M invested in Franklin Systematic Style Premia ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

4% more funds holding

Funds holding: 2728 (+1)

3% more capital invested

Capital invested by funds: $301M → $309M (+$8.16M)

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

0.35% less ownership

Funds ownership: 99.01%98.66% (-0.35%)

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$135M -$1.39M -57,760 -1%
TAF
2
Tredje AP-fonden
Sweden
$98.2M
Bank of America
3
Bank of America
North Carolina
$26M +$534K +22,221 +2%
BCI
4
Brinker Capital Investments
Pennsylvania
$17.7M -$979K -40,770 -5%
OPS
5
Orion Portfolio Solutions
Nebraska
$17.7M -$979K -40,770 -5%
Morgan Stanley
6
Morgan Stanley
New York
$2.11M +$149K +6,220 +8%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$2.08M -$65K -2,705 -3%
CGH
8
Crossmark Global Holdings
Texas
$1.77M +$1.73M +72,155 New
DAS
9
Dynamic Advisor Solutions
Arizona
$1.66M +$1M +41,755 +161%
Jane Street
10
Jane Street
New York
$1.42M +$1.39M +57,949 New
EAM
11
Empirical Asset Management
Massachusetts
$1.03M +$89.1K +3,712 +10%
LPL Financial
12
LPL Financial
California
$843K -$275K -11,453 -25%
PA
13
PFG Advisors
Arizona
$805K +$163K +6,798 +26%
SPIA
14
Steward Partners Investment Advisory
New York
$457K +$272K +11,312 +155%
IWC
15
Integrated Wealth Concepts
Massachusetts
$423K +$10.4K +434 +3%
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$340K
PAG
17
Private Advisor Group
New Jersey
$338K +$116K +4,828 +54%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$257K -$612K -25,465 -71%
WIA
19
World Investment Advisors
California
$215K +$210K +8,738 New
Osaic Holdings
20
Osaic Holdings
Arizona
$71.4K -$184K -7,660 -72%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$47K +$46K +1,914 New
CIBC Private Wealth Group
22
CIBC Private Wealth Group
Georgia
$35.1K
MAS
23
MPWM Advisory Solutions
Georgia
$19.7K
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$5K -$23.9K -996 -83%
CCM
25
Coldstream Capital Management
Washington
$4.03K +$3.94K +164 New

FLSP Hedge Fund Activity: Q1 2025 in Review

28 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Franklin Systematic Style Premia ETF (FLSP) for Q1 2025, worth a combined $309M — up 2.7% from $301M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FLSP positions and 4 closed out — a net gain of 1 holder — while 8 added to existing stakes and 8 trimmed.

The largest buyer was Crossmark Global Holdings, opening a new position worth an estimated $1.73M. The largest seller was Franklin Resources, cutting an estimated $1.39M.

  • 28 institutional investors held Franklin Systematic Style Premia ETF (FLSP) as of Q1 2025, up from 27 in Q4 2024.
  • Funds reported $309M of Franklin Systematic Style Premia ETF stock for Q1 2025, up 2.7% quarter-over-quarter.
  • 5 funds opened new Franklin Systematic Style Premia ETF positions in Q1 2025 and 4 closed out, a net change of +1 holder.
  • The largest Franklin Systematic Style Premia ETF buyer in Q1 2025 was Crossmark Global Holdings, an estimated $1.73M added.
  • The largest Franklin Systematic Style Premia ETF seller in Q1 2025 was Franklin Resources, an estimated $1.39M sold.

Based on aggregated 13F filings for Q1 2025.