Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FRANKLIN TEMPLETON ETF TR (FLQM)

157 + Investors. Track Smart Money conviction in FLQM. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — FLQM

Based on 157 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FLQM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
157 hedge funds hold FLQM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

82 buying75 selling
Last quarter: 82 funds bought or added vs 75 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 25 → 24 → 15 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 34% long-term, 20% new

34% conviction (2yr+) 45% medium 20% new
Of the 157 current holders: 54 (34%) held >2 years, 71 held 1–2 years, and 32 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📊

Peak discovery — momentum slowing

25 → 25 → 24 → 15 → 19 new funds/Q
New funds entering each quarter: 25 → 24 → 15 → 19. FLQM is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 34% veterans, 34% new entrants

34% veterans 31% 1-2yr 34% new
Of 157 current holders: 54 (34%) held 2+ years, 49 held 1–2 years, 54 (34%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
14 of 157 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: FLQM

How many hedge funds hold FLQM — quarterly history vs. share price
Quarterly hedge fund ownership of FLQM vs. share price

Market Analysis: FLQM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FLQM

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 7 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: FLQM
2026 Q1 Stats Unlock in 16 days 157 + Investors

Track Smart Money conviction in FLQM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 157 150 4.67%
13F Shares 23M 23M -1.76%
Total Value $1.29B $1.32B -2.08%
New Positions 19 15 +4
Increased Positions 63 60 +3
Closed Positions 12 17 -5
Reduced Positions 63 61 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FLQM

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Institutional Holders (2026 Q1)

157 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FLQM. Verified SEC 13F-HR filings.

Top 25 institutional holders of FLQM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 EAGLE WEALTH STRATEGIES LLC 10.56% 438,625 $24.1M
2 Sherrill & Hutchins Financial Advisory, Inc 7.82% 241,098 $13.2M
3 Harbor Group, Inc. 7.15% 901,408 $49.5M
4 Piedmont Capital Management, LLC/NC 6.51% 177,715 $9.8M
5 Keystone Financial Services, LLC 5.55% 150,313 $8.3M
6 TrustBank 3.92% 183,900 $10.1M
7 FINANCIAL CONSULATE, INC 2.57% 376,016 $20.7M
8 Orgel Wealth Management, LLC 2.13% 1,796,639 $98.7M
9 Family Capital Management, Inc. 1.98% 81,169 $4.5M
10 Redhawk Wealth Advisors, Inc. 1.21% 198,923 $10.9M
11 Riverbend Wealth Management, LLC 1.13% 36,037 $2.0M
12 BYRNE FINANCIAL FREEDOM, LLC 0.99% 37,487 $2.1M
13 KPP Advisory Services LLC 0.71% 88,493 $4.9M
14 AssuredPartners Investment Advisors, LLC 0.58% 95,984 $5.3M
15 MONEYWISE, INC. 0.49% 20,382 $1.1M
16 Forefront Wealth Partners, LLC 0.46% 20,108 $1.1M
17 Stratos Investment Management, LLC 0.44% 200,619 $11.0M
18 THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.40% 17,566 $965K
19 IAG Wealth Partners, LLC 0.40% 64,530 $3.5M
20 Sunrise Financial Services, LLC 0.39% 10,118 $556K
21 KMG FIDUCIARY PARTNERS, LLC 0.35% 84,997 $4.7M
22 Intrua Financial, LLC 0.28% 49,295 $2.7M
23 VICUS CAPITAL 0.24% 58,914 $3.2M
24 Strategic Equity Management 0.17% 8,396 $461K
25 LANDMARK WEALTH MANAGEMENT, INC. 0.17% 8,278 $455K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — FRANKLIN TEMPLETON ETF TR (FLQM)

What does the Smart Money Trend signal show for FLQM?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added FLQM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FLQM?

Slight buying edge — 52% buying: Last quarter: 82 funds bought or added vs 75 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FLQM holders?

Strong quality — 32% AUM from major funds: 14 of 157 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FLQM?

Mixed — 34% long-term, 20% new: Of the 157 current holders: 54 (34%) held >2 years, 71 held 1–2 years, and 32 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.