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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
Franklin Resources
1
Franklin Resources
California
$1.7B +$329M +15,178,085 +24%
SA
2
Sanctuary Advisors
Indiana
$51.4M +$7.32M +337,423 +16%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$49.7M +$3.62M +166,963 +8%
Bank of America
4
Bank of America
North Carolina
$49.6M +$3.3M +151,972 +7%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$29.6M +$926K +42,697 +3%
HFS
6
Hantz Financial Services
Michigan
$28M -$13.5M -620,688 -33%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$21.2M +$2.83M +130,570 +16%
Morgan Stanley
8
Morgan Stanley
New York
$20.4M +$1.72M +79,491 +9%
JP Morgan Chase
9
JP Morgan Chase
New York
$17.9M +$1.71M +78,609 +11%
AF
10
Allworth Financial
California
$16.7M -$393K -18,135 -2%
AI
11
Atria Investments
North Carolina
$9.29M +$659K +30,395 +8%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$8.47M +$5.43M +250,091 +188%
LPL Financial
13
LPL Financial
California
$7.74M +$1.05M +48,378 +16%
BWL
14
Bogart Wealth LLC
Virginia
$6.97M +$476K +21,953 +7%
AssetMark Inc
15
AssetMark Inc
California
$6.32M +$2.02M +93,109 +48%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.6M -$801K -36,936 -15%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$4.24M +$152K +7,004 +4%
PAG
18
Private Advisor Group
New Jersey
$3.52M -$58.5K -2,696 -2%
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
$3.48M +$735K +33,884 +27%
AWS
20
Atria Wealth Solutions
New York
$2.42M +$434K +20,024 +22%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.85M +$402K +18,552 +28%
Citadel Advisors
22
Citadel Advisors
Florida
$1.37M -$41.7K -1,924 -3%
CTC
23
Central Trust Company
Missouri
$1.34M +$61.8K +2,850 +5%
SF
24
Slagle Financial
Illinois
$1.06M -$58.6K -2,701 -5%
ClearBridge Investments
25
ClearBridge Investments
New York
$1.03M +$366K +16,853 +56%

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.