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Franklin FTSE China ETF

35 hedge funds and large institutions have $57.9M invested in Franklin FTSE China ETF in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

11% more capital invested

Capital invested by funds: $52M → $57.9M (+$5.91M)

9.29% more ownership

Funds ownership: 48.91%58.2% (+9.3%)

3% more funds holding

Funds holding: 3435 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
13
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Glovista Investments
New Jersey
$21.2M -$125K -7,536 -0.6%
FDP
2
Financiere des Professionnels
Quebec, Canada
$6.82M
MMEA
3
Main Management ETF Advisors
California
$5.79M +$5.97M +360,680 New
LWL
4
Leo Wealth LLC
Texas
$3.7M +$3.82M +230,855 New
Morgan Stanley
5
Morgan Stanley
New York
$3.12M +$1.32M +79,700 +70%
OMC
6
Old Mission Capital
Illinois
$3.1M +$2.52M +152,241 +374%
Jane Street
7
Jane Street
New York
$2.46M +$1.38M +83,355 +119%
Franklin Resources
8
Franklin Resources
California
$2.34M
EH
9
Equitable Holdings
New York
$2.07M +$1.96M +118,327 +1,145%
IC
10
Innealta Capital
Texas
$1.97M
MIS
11
Morningstar Investment Services
Illinois
$1.07M +$560K +33,837 +103%
CW
12
CreativeOne Wealth
Kansas
$948K +$88.9K +5,372 +10%
Kovitz Investment Group Partners
13
Kovitz Investment Group Partners
Illinois
$773K -$11.1K -672 -1%
MMH
14
Menora Mivtachim Holdings
Israel
$722K -$248K -15,000 -25%
TC
15
TownSquare Capital
Utah
$331K +$342K +20,635 New
BCM
16
Boltwood Capital Management
California
$321K +$69.5K +4,200 +27%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$228K +$62.3K +3,761 +36%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$219K +$2.15K +130 +1%
LPL Financial
19
LPL Financial
California
$207K -$10.6K -639 -5%
UBS Group
20
UBS Group
Switzerland
$172K -$6.38M -385,685 -97%
GM
21
GeoWealth Management
Illinois
$137K +$15.2K +919 +12%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$52K -$10.7K -644 -17%
ACA
23
Atlas Capital Advisors
Wyoming
$36.6K -$3.64K -220 -9%
MM
24
Main Management
California
$33K +$33.7K +2,033 New
Bank of America
25
Bank of America
North Carolina
$17.4K +$530 +32 +3%

FLCH Hedge Fund Activity: Q4 2023 in Review

35 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Franklin FTSE China ETF (FLCH) for Q4 2023, worth a combined $57.9M — up 11% from $52M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FLCH positions and 6 closed out — a net gain of 1 holder — while 13 added to existing stakes and 9 trimmed.

The largest buyer was Main Management ETF Advisors, opening a new position worth an estimated $5.97M. The largest seller was UBS Group, cutting an estimated $6.38M.

  • 35 institutional investors held Franklin FTSE China ETF (FLCH) as of Q4 2023, up from 34 in Q3 2023.
  • Funds reported $57.9M of Franklin FTSE China ETF stock for Q4 2023, up 11% quarter-over-quarter.
  • 7 funds opened new Franklin FTSE China ETF positions in Q4 2023 and 6 closed out, a net change of +1 holder.
  • The largest Franklin FTSE China ETF buyer in Q4 2023 was Main Management ETF Advisors, an estimated $5.97M added.
  • The largest Franklin FTSE China ETF seller in Q4 2023 was UBS Group, an estimated $6.38M sold.

Based on aggregated 13F filings for Q4 2023.