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Franklin US Core Bond ETF

52 hedge funds and large institutions have $1.97B invested in Franklin US Core Bond ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 10 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

190% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 10

11% more funds holding

Funds holding: 4752 (+5)

4% less capital invested

Capital invested by funds: $2.06B → $1.97B (-$86.9M)

2.43% less ownership

Funds ownership: 88.35%85.93% (-2.4%)

Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
29
Reduced
10
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$1.59B -$72.2M -3,374,262 -4%
SA
2
Sanctuary Advisors
Indiana
$53.4M +$2.12M +99,036 +4%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$46.2M -$1.49M -69,793 -3%
Bank of America
4
Bank of America
North Carolina
$45M -$2.55M -119,193 -5%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$30.3M +$1.88M +87,618 +7%
HFS
6
Hantz Financial Services
Michigan
$28.3M +$1.44M +67,319 +5%
CF
7
Convergence Financial
Missouri
$25.5M +$25.9M +1,208,278 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$21.3M +$933K +43,559 +5%
Morgan Stanley
9
Morgan Stanley
New York
$20.2M +$676K +31,552 +3%
JP Morgan Chase
10
JP Morgan Chase
New York
$18.7M +$1.53M +71,517 +9%
AF
11
Allworth Financial
California
$16.2M +$168K +7,850 +1%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$10.2M +$2.16M +100,751 +26%
AI
13
Atria Investments
North Carolina
$8.95M +$47.2K +2,206 +0.5%
AssetMark Inc
14
AssetMark Inc
California
$7.47M +$1.44M +67,247 +23%
LPL Financial
15
LPL Financial
California
$6.78M -$646K -30,177 -9%
BWL
16
Bogart Wealth LLC
Virginia
$6.73M +$53.7K +2,509 +0.8%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$5.24M +$1.2M +55,974 +29%
Envestnet Portfolio Solutions
18
Envestnet Portfolio Solutions
Illinois
$3.57M +$235K +10,963 +7%
PAG
19
Private Advisor Group
New Jersey
$3.34M -$29.6K -1,381 -0.9%
CTC
20
Central Trust Company
Missouri
$3.03M +$1.77M +82,792 +136%
Osaic Holdings
21
Osaic Holdings
Arizona
$2.45M -$1.99M -92,855 -44%
AWS
22
Atria Wealth Solutions
New York
$2.44M +$124K +5,784 +5%
Jane Street
23
Jane Street
New York
$1.52M +$1.54M +72,122 New
Citadel Advisors
24
Citadel Advisors
Florida
$1.36M +$46.4K +2,169 +3%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.19M +$415K +19,387 +52%

FLCB Hedge Fund Activity: Q4 2024 in Review

52 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Franklin US Core Bond ETF (FLCB) for Q4 2024, worth a combined $1.97B — down 4.2% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FLCB positions and 1 closed out — a net gain of 6 holders — while 29 added to existing stakes and 10 trimmed.

The largest buyer was Convergence Financial, opening a new position worth an estimated $25.9M. The largest seller was Franklin Resources, cutting an estimated $72.2M.

  • 52 institutional investors held Franklin US Core Bond ETF (FLCB) as of Q4 2024, up from 47 in Q3 2024.
  • Funds reported $1.97B of Franklin US Core Bond ETF stock for Q4 2024, down 4.2% quarter-over-quarter.
  • 7 funds opened new Franklin US Core Bond ETF positions in Q4 2024 and 1 closed out, a net change of +6 holders.
  • The largest Franklin US Core Bond ETF buyer in Q4 2024 was Convergence Financial, an estimated $25.9M added.
  • The largest Franklin US Core Bond ETF seller in Q4 2024 was Franklin Resources, an estimated $72.2M sold.

Based on aggregated 13F filings for Q4 2024.