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Franklin US Core Bond ETF

17 hedge funds and large institutions have $1.65B invested in Franklin US Core Bond ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 1

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

13% more funds holding

Funds holding: 1517 (+2)

1% more capital invested

Capital invested by funds: $1.62B → $1.65B (+$22.4M)

2.02% less ownership

Funds ownership: 101.54%99.52% (-2%)

Holders
17
Holders Change
+2
Holders Change %
+13.33%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
Reduced
1
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$1.58B +$11.2M +424,708 +0.7%
Bank of America
2
Bank of America
North Carolina
$24M +$6.03M +228,406 +33%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$14.8M +$4.55M +172,325 +44%
Jane Street
4
Jane Street
New York
$9.02M +$9.07M +343,596 New
Osaic Holdings
5
Osaic Holdings
Arizona
$4.1M +$3.94M +149,275 +2,110%
Morgan Stanley
6
Morgan Stanley
New York
$3.43M +$735K +27,825 +27%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.58M +$2.6M +98,417 New
LPL Financial
8
LPL Financial
California
$965K +$473K +17,911 +95%
APA
9
American Portfolios Advisors
New York
$741K +$354K +13,408 +90%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$516K +$22.2K +841 +4%
BWL
11
Bogart Wealth LLC
Virginia
$481K +$467K +17,687 +2,676%
PAG
12
Private Advisor Group
New Jersey
$367K
GWM
13
Geneos Wealth Management
Colorado
$199K +$200K +7,590 New
Wells Fargo
14
Wells Fargo
California
$73K +$73.7K +2,792 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$64K -$21K -797 -25%
PFGIA
16
Patriot Financial Group Insurance Agency
Massachusetts
$26K
NFG
17
Next Financial Group
Texas
$12K +$12.5K +472 New
PFS
18
Prospera Financial Services
Texas
-$906K -34,586 Closed
UBS Group
19
UBS Group
Switzerland
-$12K -439 Closed
CAN
20
Cetera Advisor Networks
California
-$2K -68 Closed

FLCB Hedge Fund Activity: Q3 2020 in Review

17 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Franklin US Core Bond ETF (FLCB) for Q3 2020, worth a combined $1.65B — up 1.4% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FLCB positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 1 trimmed.

The largest buyer was Franklin Resources, adding an estimated $11.2M. The largest seller was Prospera Financial Services, exiting entirely with an estimated $906K sold.

  • 17 institutional investors held Franklin US Core Bond ETF (FLCB) as of Q3 2020, up from 15 in Q2 2020.
  • Funds reported $1.65B of Franklin US Core Bond ETF stock for Q3 2020, up 1.4% quarter-over-quarter.
  • 5 funds opened new Franklin US Core Bond ETF positions in Q3 2020 and 3 closed out, a net change of +2 holders.
  • The largest Franklin US Core Bond ETF buyer in Q3 2020 was Franklin Resources, an estimated $11.2M added.
  • The largest Franklin US Core Bond ETF seller in Q3 2020 was Prospera Financial Services, an estimated $906K sold.

Based on aggregated 13F filings for Q3 2020.