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Franklin US Core Bond ETF

47 hedge funds and large institutions have $2.06B invested in Franklin US Core Bond ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 11

23% more capital invested

Capital invested by funds: $1.67B → $2.06B (+$390M)

0.91% more ownership

Funds ownership: 87.44%88.35% (+0.91%)

0% more funds holding

Funds holding: 4747 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

Holders
47
Holders Change
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
27
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
26
Cooper Financial Group
California
$972K +$134K +6,188 +16%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$814K +$802K +36,959 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$693K +$683K +31,476 New
CFB
29
Cullen/Frost Bankers
Texas
$656K +$364K +16,784 +129%
GWM
30
Geneos Wealth Management
Colorado
$584K -$32.8K -1,514 -5%
LFG
31
Lockerman Financial Group
California
$561K -$911 -42 -0.2%
PFG
32
Pinnacle Financial Group
Illinois
$514K +$507K +23,350 New
FTUS
33
Flow Traders U.S.
New York
$470K -$2.63K -121 -0.6%
PAS
34
Park Avenue Securities
New York
$470K +$112K +5,147 +32%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$408K -$10.7K -491 -3%
Comerica Bank
36
Comerica Bank
Texas
$366K +$7.53K +347 +2%
Natixis Advisors
37
Natixis Advisors
Massachusetts
$360K +$354K +16,339 New
BRWA
38
B. Riley Wealth Advisors
Florida
$260K +$257K +11,844 New
BCI
39
Brinker Capital Investments
Pennsylvania
$216K +$4.19K +193 +2%
OPS
40
Orion Portfolio Solutions
Nebraska
$216K +$4.19K +193 +2%
WIA
41
World Investment Advisors
California
$203K +$200K +9,213 New
Wells Fargo
42
Wells Fargo
California
$166K -$33.5K -1,546 -17%
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$120K
IA
44
IFP Advisors
Florida
$83.1K +$42.5K +1,961 +108%
ST
45
Smithfield Trust
Pennsylvania
$53K
NA
46
NewEdge Advisors
Louisiana
$48.2K +$3.99K +184 +9%
RAM
47
Riggs Asset Management
Pennsylvania
$4.14K
CF
48
Convergence Financial
Missouri
-$2.84M -134,485 Closed
Jane Street
49
Jane Street
New York
-$256K -12,116 Closed
KAS
50
Kestra Advisory Services
Texas
-$241K -11,397 Closed

FLCB Hedge Fund Activity: Q3 2024 in Review

47 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Franklin US Core Bond ETF (FLCB) for Q3 2024, worth a combined $2.06B — up 23% from $1.67B a quarter earlier.

Fund positioning in FLCB was balanced in Q3 2024: 6 funds opened new positions, 6 closed out, 27 added to existing stakes and 11 trimmed.

The largest buyer was Franklin Resources, adding an estimated $329M. The largest seller was Hantz Financial Services, cutting an estimated $13.5M.

  • 47 institutional investors held Franklin US Core Bond ETF (FLCB) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $2.06B of Franklin US Core Bond ETF stock for Q3 2024, up 23% quarter-over-quarter.
  • 6 funds opened new Franklin US Core Bond ETF positions in Q3 2024 and 6 closed out, a net change of 0 holders.
  • The largest Franklin US Core Bond ETF buyer in Q3 2024 was Franklin Resources, an estimated $329M added.
  • The largest Franklin US Core Bond ETF seller in Q3 2024 was Hantz Financial Services, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2024.