Franklin Intelligent Machines ETF
IQM
14 hedge funds and large institutions have $4.24M invested in Franklin Intelligent Machines ETF in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
27% more funds holding
Funds holding: 11 → 14 (+3)
3% less capital invested
Capital invested by funds: $4.36M → $4.24M (-$120K)
3.06% less ownership
Funds ownership: 17.1% → 14.04% (-3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.06M |
| 2 |
Jane Street
New York
|
+$276K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$267K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$34.4K |
| 5 |
DAS
Diversify Advisory Services
Sandy,
Utah
|
+$26.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.79M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$228K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Citadel Advisors
Miami,
Florida
| $1.07M | +$1.06M | +15,972 | New |
|
|
DAS
2
Diversify Advisory Services
Sandy,
Utah
| $619K | +$26.4K | +400 | +5% |
|
|
3
Osaic Holdings
Scottsdale,
Arizona
| $488K | -$1.79M | -27,013 | -79% |
|
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $376K | +$34.4K | +521 | +10% |
|
|
SA
5
Sanctuary Advisors
Indianapolis,
Indiana
| $355K | – | – | – |
|
|
6
Jane Street
New York
| $279K | +$276K | +4,174 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $270K | +$267K | +4,042 | New |
|
|
HI
8
Harbour Investments
Madison,
Wisconsin
| $264K | +$2.38K | +36 | +0.9% |
|
9
Commonwealth Equity Services
Waltham,
Massachusetts
| $263K | – | – | – |
|
|
SPIA
10
Steward Partners Investment Advisory
New York
| $231K | +$8.99K | +136 | +4% |
|
11
AssetMark Inc
Concord,
California
| $14.2K | – | – | – |
|
|
PS
12
Principal Securities
Des Moines,
Iowa
| $8.36K | +$8.26K | +125 | New |
|
|
CFS
13
CGC Financial Services
Lake Oswego,
Oregon
| $4.55K | – | – | – |
|
14
Morgan Stanley
New York
| $96 | – | – | – |
|
|
15
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$228K | -3,594 | Closed |
|
IQM Hedge Fund Activity: Q4 2024 in Review
14 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Franklin Intelligent Machines ETF (IQM) for Q4 2024, worth a combined $4.24M — down 2.7% from $4.36M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IQM positions and 1 closed out — a net gain of 3 holders — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.06M. The largest seller was Osaic Holdings, cutting an estimated $1.79M.
- 14 institutional investors held Franklin Intelligent Machines ETF (IQM) as of Q4 2024, up from 11 in Q3 2024.
- Funds reported $4.24M of Franklin Intelligent Machines ETF stock for Q4 2024, down 2.7% quarter-over-quarter.
- 4 funds opened new Franklin Intelligent Machines ETF positions in Q4 2024 and 1 closed out, a net change of +3 holders.
- The largest Franklin Intelligent Machines ETF buyer in Q4 2024 was Citadel Advisors, an estimated $1.06M added.
- The largest Franklin Intelligent Machines ETF seller in Q4 2024 was Osaic Holdings, an estimated $1.79M sold.
Based on aggregated 13F filings for Q4 2024.