Franklin Intelligent Machines ETF
IQM
8 hedge funds and large institutions have $16.7M invested in Franklin Intelligent Machines ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 3 closing their positions.
965% more capital invested
Capital invested by funds: $1.57M → $16.7M (+$15.1M)
71.01% more ownership
Funds ownership: 12.79% → 83.79% (+71%)
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
33% more funds holding
Funds holding: 6 → 8 (+2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$12.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.94M |
| 3 |
Jane Street
New York
|
+$1.41M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$604K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$67.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$735K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5K |
| 3 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$4.16K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Osaic Holdings
Scottsdale,
Arizona
| $12.3M | +$12.9M | +274,123 | +8,448% |
|
|
2
Citadel Advisors
Miami,
Florida
| $1.82M | +$1.94M | +41,158 | New |
|
|
3
Jane Street
New York
| $1.74M | +$1.41M | +29,916 | +314% |
|
|
4
Bank of Montreal
Toronto,
Ontario, Canada
| $568K | +$604K | +12,836 | New |
|
|
HI
5
Harbour Investments
Madison,
Wisconsin
| $207K | +$32.4K | +689 | +17% |
|
|
6
UBS Group
Zurich,
Switzerland
| $63.8K | +$67.9K | +1,442 | New |
|
|
CFS
7
CGC Financial Services
Lake Oswego,
Oregon
| $3.01K | +$3.2K | +68 | New |
|
|
IF
8
Integrity Financial
Cheyenne,
Wyoming
| $2.34K | +$2.5K | +53 | New |
|
|
9
Franklin Resources
San Mateo,
California
| – | -$735K | -15,000 | Closed |
|
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$5K | -100 | Closed |
|
|
SWM
11
Spire Wealth Management
Mclean,
Virginia
| – | -$4.16K | -85 | Closed |
|
IQM Hedge Fund Activity: Q3 2023 in Review
8 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Franklin Intelligent Machines ETF (IQM) for Q3 2023, worth a combined $16.7M — up 965% from $1.57M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IQM positions and 3 closed out — a net gain of 2 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $12.9M. The largest seller was Franklin Resources, exiting entirely with an estimated $735K sold.
- 8 institutional investors held Franklin Intelligent Machines ETF (IQM) as of Q3 2023, up from 6 in Q2 2023.
- Funds reported $16.7M of Franklin Intelligent Machines ETF stock for Q3 2023, up 965% quarter-over-quarter.
- 5 funds opened new Franklin Intelligent Machines ETF positions in Q3 2023 and 3 closed out, a net change of +2 holders.
- The largest Franklin Intelligent Machines ETF buyer in Q3 2023 was Osaic Holdings, an estimated $12.9M added.
- The largest Franklin Intelligent Machines ETF seller in Q3 2023 was Franklin Resources, an estimated $735K sold.
Based on aggregated 13F filings for Q3 2023.