Franklin Intelligent Machines ETF
IQM
6 hedge funds and large institutions have $3.95M invested in Franklin Intelligent Machines ETF in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
55% more capital invested
Capital invested by funds: $2.55M → $3.95M (+$1.4M)
9.53% more ownership
Funds ownership: 35.22% → 44.75% (+9.5%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
14% less funds holding
Funds holding: 7 → 6 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$1.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$103K |
| 3 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$3.46K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UAS
United Asset Strategies
Garden City,
New York
|
-$446K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$11K |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$8K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$4.35K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $2.52M | +$1.2M | +29,385 | +106% |
|
2
Franklin Resources
San Mateo,
California
| $882K | – | – | – |
|
|
3
Citadel Advisors
Miami,
Florida
| $477K | +$103K | +2,538 | +31% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $65.9K | -$11K | -270 | -15% |
|
|
SWM
5
Spire Wealth Management
Mclean,
Virginia
| $3.75K | +$3.46K | +85 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $441 | -$4.35K | -107 | -91% |
|
|
UAS
7
United Asset Strategies
Garden City,
New York
| – | -$446K | -12,340 | Closed |
|
|
BFEC
8
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$8K | -232 | Closed |
|
IQM Hedge Fund Activity: Q1 2023 in Review
6 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Franklin Intelligent Machines ETF (IQM) for Q1 2023, worth a combined $3.95M — up 55% from $2.55M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of IQM and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 2 added.
The largest buyer was Jane Street, adding an estimated $1.2M. The largest seller was United Asset Strategies, exiting entirely with an estimated $446K sold.
- 6 institutional investors held Franklin Intelligent Machines ETF (IQM) as of Q1 2023, down from 7 in Q4 2022.
- Funds reported $3.95M of Franklin Intelligent Machines ETF stock for Q1 2023, up 55% quarter-over-quarter.
- 1 fund opened new Franklin Intelligent Machines ETF positions in Q1 2023 and 2 closed out, a net change of -1 holder.
- The largest Franklin Intelligent Machines ETF buyer in Q1 2023 was Jane Street, an estimated $1.2M added.
- The largest Franklin Intelligent Machines ETF seller in Q1 2023 was United Asset Strategies, an estimated $446K sold.
Based on aggregated 13F filings for Q1 2023.