Franklin Intelligent Machines ETF
IQM
10 hedge funds and large institutions have $9.25M invested in Franklin Intelligent Machines ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
25% more funds holding
Funds holding: 8 → 10 (+2)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
38.41% less ownership
Funds ownership: 83.79% → 45.38% (-38%)
45% less capital invested
Capital invested by funds: $16.7M → $9.25M (-$7.42M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$3.14M |
| 2 |
DI
DFPG Investments
Sandy,
Utah
|
+$224K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$144K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$13.9K |
| 5 |
GWMIA
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
+$3.24K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$11M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$998K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$568K |
| 4 |
IF
Integrity Financial
Cheyenne,
Wyoming
|
-$2.34K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $5.47M | +$3.14M | +67,745 | +172% |
|
|
2
Osaic Holdings
Scottsdale,
Arizona
| $2.05M | -$11M | -237,144 | -85% |
|
|
3
Citadel Advisors
Miami,
Florida
| $1M | -$998K | -21,543 | -52% |
|
|
HI
4
Harbour Investments
Madison,
Wisconsin
| $239K | – | – | – |
|
|
DI
5
DFPG Investments
Sandy,
Utah
| $234K | +$224K | +4,825 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $232K | +$144K | +3,109 | +216% |
|
|
7
Wells Fargo
San Francisco,
California
| $15.3K | +$13.9K | +300 | New |
|
|
GWMIA
8
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $3.57K | +$3.24K | +70 | New |
|
|
CFS
9
CGC Financial Services
Lake Oswego,
Oregon
| $3.47K | – | – | – |
|
10
Morgan Stanley
New York
| $144 | +$93 | +2 | New |
|
|
11
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$568K | -12,836 | Closed |
|
|
IF
12
Integrity Financial
Cheyenne,
Wyoming
| – | -$2.34K | -53 | Closed |
|
IQM Hedge Fund Activity: Q4 2023 in Review
10 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Franklin Intelligent Machines ETF (IQM) for Q4 2023, worth a combined $9.25M — down 45% from $16.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IQM positions and 2 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Jane Street, adding an estimated $3.14M. The largest seller was Osaic Holdings, cutting an estimated $11M.
- 10 institutional investors held Franklin Intelligent Machines ETF (IQM) as of Q4 2023, up from 8 in Q3 2023.
- Funds reported $9.25M of Franklin Intelligent Machines ETF stock for Q4 2023, down 45% quarter-over-quarter.
- 4 funds opened new Franklin Intelligent Machines ETF positions in Q4 2023 and 2 closed out, a net change of +2 holders.
- The largest Franklin Intelligent Machines ETF buyer in Q4 2023 was Jane Street, an estimated $3.14M added.
- The largest Franklin Intelligent Machines ETF seller in Q4 2023 was Osaic Holdings, an estimated $11M sold.
Based on aggregated 13F filings for Q4 2023.