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Franklin US Core Bond ETF

28 hedge funds and large institutions have $1.47B invested in Franklin US Core Bond ETF in 2022 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

225% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 4

33% more funds holding

Funds holding: 2128 (+7)

3.14% more ownership

Funds ownership: 97.57%100.72% (+3.1%)

4% more capital invested

Capital invested by funds: $1.42B → $1.47B (+$54.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
28
Holders Change
+7
Holders Change %
+33.33%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
13
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$1.32B +$61.3M +2,733,774 +5%
BWL
2
Bogart Wealth LLC
Virginia
$38M +$1.4M +62,414 +4%
Bank of America
3
Bank of America
North Carolina
$31.5M +$9.92M +442,576 +45%
Jane Street
4
Jane Street
New York
$31.4M +$31.8M +1,418,292 New
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$19.9M +$20.2M +900,618 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$6.32M +$1.22M +54,295 +23%
Morgan Stanley
7
Morgan Stanley
New York
$5.7M +$2.09M +93,349 +57%
MCC
8
Money Concepts Capital
Florida
$5.41M +$5.46M +243,558 New
Osaic Holdings
9
Osaic Holdings
Arizona
$3.57M +$942 +42 +0%
APA
10
American Portfolios Advisors
New York
$1.87M +$667K +29,762 +55%
LFG
11
Lockerman Financial Group
California
$629K +$350K +15,593 +122%
LPL Financial
12
LPL Financial
California
$527K +$7.58K +338 +1%
PFS
13
Prospera Financial Services
Texas
$506K -$53.8K -2,399 -9%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$436K -$24.3K -1,084 -5%
PAG
15
Private Advisor Group
New Jersey
$419K +$19.5K +869 +5%
SS
16
Simplicity Solutions
Minnesota
$412K +$22.8K +1,016 +6%
GWM
17
Geneos Wealth Management
Colorado
$327K
CFG
18
Cooper Financial Group
California
$246K -$6.14K -274 -2%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$227K +$230K +10,270 New
CTC
20
Central Trust Company
Missouri
$226K +$66.7K +2,975 +41%
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
$34K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$31K -$136K -6,074 -81%
AF
23
Allworth Financial
California
$19K +$19.2K +856 New
JP Morgan Chase
24
JP Morgan Chase
New York
$18K +$17.9K +800 New
Wells Fargo
25
Wells Fargo
California
$9K +$22 +1 +0.3%

FLCB Hedge Fund Activity: Q2 2022 in Review

28 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Franklin US Core Bond ETF (FLCB) for Q2 2022, worth a combined $1.47B — up 3.8% from $1.42B a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FLCB positions and 2 closed out — a net gain of 7 holders — while 13 added to existing stakes and 4 trimmed.

The largest buyer was Franklin Resources, adding an estimated $61.3M. The largest seller was Citadel Advisors, exiting entirely with an estimated $385K sold.

  • 28 institutional investors held Franklin US Core Bond ETF (FLCB) as of Q2 2022, up from 21 in Q1 2022.
  • Funds reported $1.47B of Franklin US Core Bond ETF stock for Q2 2022, up 3.8% quarter-over-quarter.
  • 9 funds opened new Franklin US Core Bond ETF positions in Q2 2022 and 2 closed out, a net change of +7 holders.
  • The largest Franklin US Core Bond ETF buyer in Q2 2022 was Franklin Resources, an estimated $61.3M added.
  • The largest Franklin US Core Bond ETF seller in Q2 2022 was Citadel Advisors, an estimated $385K sold.

Based on aggregated 13F filings for Q2 2022.