Franklin Intelligent Machines ETF
IQM
7 hedge funds and large institutions have $3.88M invested in Franklin Intelligent Machines ETF in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 4 closing their positions.
26.4% less ownership
Funds ownership: 45.38% → 18.99% (-26%)
30% less funds holding
Funds holding: 10 → 7 (-3)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
58% less capital invested
Capital invested by funds: $9.25M → $3.88M (-$5.37M)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$376K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$210K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.59M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$232K |
| 4 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$70.4K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$15.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Osaic Holdings
Scottsdale,
Arizona
| $2.75M | +$376K | +6,869 | +17% |
|
|
DAS
2
Diversify Advisory Services
Sandy,
Utah
| $405K | +$379K | +6,925 | New |
|
|
3
Jane Street
New York
| $299K | -$5.59M | -102,077 | -95% |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $225K | +$210K | +3,845 | New |
|
|
HI
5
Harbour Investments
Madison,
Wisconsin
| $198K | -$70.4K | -1,287 | -28% |
|
|
CFS
6
CGC Financial Services
Lake Oswego,
Oregon
| $3.97K | – | – | – |
|
7
Morgan Stanley
New York
| $83 | -$55 | -1 | -50% |
|
|
8
Citadel Advisors
Miami,
Florida
| – | -$1M | -19,615 | Closed |
|
|
9
UBS Group
Zurich,
Switzerland
| – | -$232K | -4,551 | Closed |
|
|
10
Wells Fargo
San Francisco,
California
| – | -$15.3K | -300 | Closed |
|
|
GWMIA
11
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| – | -$3.57K | -70 | Closed |
|
IQM Hedge Fund Activity: Q1 2024 in Review
7 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Franklin Intelligent Machines ETF (IQM) for Q1 2024, worth a combined $3.88M — down 58% from $9.25M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of IQM and 2 opened new positions — a net loss of 2 holders — while 3 trimmed existing stakes and 1 added.
The largest buyer was Osaic Holdings, adding an estimated $376K. The largest seller was Jane Street, cutting an estimated $5.59M.
- 7 institutional investors held Franklin Intelligent Machines ETF (IQM) as of Q1 2024, down from 10 in Q4 2023.
- Funds reported $3.88M of Franklin Intelligent Machines ETF stock for Q1 2024, down 58% quarter-over-quarter.
- 2 funds opened new Franklin Intelligent Machines ETF positions in Q1 2024 and 4 closed out, a net change of -2 holders.
- The largest Franklin Intelligent Machines ETF buyer in Q1 2024 was Osaic Holdings, an estimated $376K added.
- The largest Franklin Intelligent Machines ETF seller in Q1 2024 was Jane Street, an estimated $5.59M sold.
Based on aggregated 13F filings for Q1 2024.