Franklin US Core Bond ETF
FLCB
36 hedge funds and large institutions have $1.55B invested in Franklin US Core Bond ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 4 reducing their positions, and 2 closing their positions.
450% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 4
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
16% more funds holding
Funds holding: 31 → 36 (+5)
2% more capital invested
Capital invested by funds: $1.52B → $1.55B (+$23.6M)
0.24% more ownership
Funds ownership: 98.85% → 99.09% (+0.24%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
+$36.2M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$18.2M |
| 3 |
JP Morgan Chase
New York
|
+$7.77M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.04M |
| 5 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$4.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
-$2.22M |
| 2 |
VAS
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
-$947K |
| 3 |
LPL Financial
San Diego,
California
|
-$858K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$359K |
| 5 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$57.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
ClearBridge Investments
New York
| $564K | +$34.3K | +1,634 | +6% |
|
27
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $341K | -$1.24K | -59 | -0.4% |
|
|
PAS
28
Park Avenue Securities
New York
| $318K | +$103K | +4,916 | +46% |
|
|
CFG
29
Cooper Financial Group
Irvine,
California
| $250K | +$256K | +12,197 | New |
|
|
PFS
30
Prospera Financial Services
Dallas,
Texas
| $239K | -$57.2K | -2,721 | -19% |
|
|
TWC
31
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $130K | – | – | – |
|
|
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $112K | – | – | – |
|
33
Wells Fargo
San Francisco,
California
| $39.1K | +$21 | +1 | +0.1% |
|
34
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $4.96K | +$5.09K | +242 | New |
|
|
RAM
35
Riggs Asset Management
Dallas,
Pennsylvania
| $3.86K | +$3.95K | +188 | New |
|
|
HI
36
Harbour Investments
Madison,
Wisconsin
| $390 | – | – | – |
|
|
VAS
37
Vestmark Advisory Solutions
Wakefield,
Massachusetts
| – | -$947K | -44,237 | Closed |
|
|
OMC
38
Old Mission Capital
Chicago,
Illinois
| – | -$359K | -16,757 | Closed |
|
FLCB Hedge Fund Activity: Q3 2023 in Review
36 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Franklin US Core Bond ETF (FLCB) for Q3 2023, worth a combined $1.55B — up 1.5% from $1.52B a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FLCB positions and 2 closed out — a net gain of 5 holders — while 22 added to existing stakes and 4 trimmed.
The largest buyer was Hantz Financial Services, opening a new position worth an estimated $36.2M. The largest seller was Allworth Financial, cutting an estimated $2.22M.
- 36 institutional investors held Franklin US Core Bond ETF (FLCB) as of Q3 2023, up from 31 in Q2 2023.
- Funds reported $1.55B of Franklin US Core Bond ETF stock for Q3 2023, up 1.5% quarter-over-quarter.
- 7 funds opened new Franklin US Core Bond ETF positions in Q3 2023 and 2 closed out, a net change of +5 holders.
- The largest Franklin US Core Bond ETF buyer in Q3 2023 was Hantz Financial Services, an estimated $36.2M added.
- The largest Franklin US Core Bond ETF seller in Q3 2023 was Allworth Financial, an estimated $2.22M sold.
Based on aggregated 13F filings for Q3 2023.