Franklin Intelligent Machines ETF
IQM
11 hedge funds and large institutions have $4.36M invested in Franklin Intelligent Machines ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 2 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 1
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
10% more funds holding
Funds holding: 10 → 11 (+1)
5.22% less ownership
Funds ownership: 22.32% → 17.1% (-5.2%)
23% less capital invested
Capital invested by funds: $5.67M → $4.36M (-$1.31M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$318K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$313K |
| 3 |
SPIA
Steward Partners Investment Advisory
New York
|
+$161K |
| 4 |
DAS
Diversify Advisory Services
Sandy,
Utah
|
+$46K |
| 5 |
HI
Harbour Investments
Madison,
Wisconsin
|
+$20.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.79M |
| 2 |
Jane Street
New York
|
-$321K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$127K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Osaic Holdings
Scottsdale,
Arizona
| $2.17M | -$127K | -2,070 | -6% |
|
|
DAS
2
Diversify Advisory Services
Sandy,
Utah
| $559K | +$46K | +750 | +9% |
|
|
SA
3
Sanctuary Advisors
Indianapolis,
Indiana
| $350K | +$318K | +5,173 | New |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $323K | +$313K | +5,104 | New |
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $249K | +$5.09K | +83 | +2% |
|
|
HI
6
Harbour Investments
Madison,
Wisconsin
| $248K | +$20.4K | +332 | +9% |
|
7
Cetera Investment Advisers
Schaumburg,
Illinois
| $228K | +$14.5K | +236 | +7% |
|
|
SPIA
8
Steward Partners Investment Advisory
New York
| $210K | +$161K | +2,620 | +374% |
|
9
AssetMark Inc
Concord,
California
| $13.4K | +$13K | +212 | New |
|
|
CFS
10
CGC Financial Services
Lake Oswego,
Oregon
| $4.31K | – | – | – |
|
11
Morgan Stanley
New York
| $91 | – | – | – |
|
|
12
Citadel Advisors
Miami,
Florida
| – | -$1.79M | -28,265 | Closed |
|
|
13
Jane Street
New York
| – | -$321K | -5,070 | Closed |
|
IQM Hedge Fund Activity: Q3 2024 in Review
11 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Franklin Intelligent Machines ETF (IQM) for Q3 2024, worth a combined $4.36M — down 23% from $5.67M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IQM positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 1 trimmed.
The largest buyer was Sanctuary Advisors, opening a new position worth an estimated $318K. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.79M sold.
- 11 institutional investors held Franklin Intelligent Machines ETF (IQM) as of Q3 2024, up from 10 in Q2 2024.
- Funds reported $4.36M of Franklin Intelligent Machines ETF stock for Q3 2024, down 23% quarter-over-quarter.
- 3 funds opened new Franklin Intelligent Machines ETF positions in Q3 2024 and 2 closed out, a net change of +1 holder.
- The largest Franklin Intelligent Machines ETF buyer in Q3 2024 was Sanctuary Advisors, an estimated $318K added.
- The largest Franklin Intelligent Machines ETF seller in Q3 2024 was Citadel Advisors, an estimated $1.79M sold.
Based on aggregated 13F filings for Q3 2024.