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Franklin FTSE China ETF

33 hedge funds and large institutions have $43.2M invested in Franklin FTSE China ETF in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

41% more capital invested

Capital invested by funds: $30.6M → $43.2M (+$12.6M)

12.51% more ownership

Funds ownership: 26.97%39.48% (+13%)

0% more funds holding

Funds holding: 3333 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
33
Holders Change
Holders Change %
0%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
12
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MMEA
1
Main Management ETF Advisors
California
$11.3M +$5.35M +315,570 +87%
FDP
2
Financiere des Professionnels
Quebec, Canada
$7.12M
CWM
3
Congress Wealth Management
Massachusetts
$5.35M +$5.48M +322,761 New
LWL
4
Leo Wealth LLC
Texas
$4.72M +$780K +46,011 +19%
EH
5
Equitable Holdings
New York
$2.58M +$189K +11,123 +8%
Franklin Resources
6
Franklin Resources
California
$2.41M
IC
7
Innealta Capital
Texas
$2.04M
Goldman Sachs
8
Goldman Sachs
New York
$1.59M +$1.63M +95,912 New
MMH
9
Menora Mivtachim Holdings
Israel
$1.33M -$509K -30,000 -27%
Kovitz Investment Group Partners
10
Kovitz Investment Group Partners
Illinois
$743K +$1.43K +84 +0.2%
CW
11
CreativeOne Wealth
Kansas
$671K -$135K -7,932 -16%
MIS
12
Morningstar Investment Services
Illinois
$539K -$10.3K -610 -2%
BCM
13
Boltwood Capital Management
California
$499K +$81.4K +4,800 +19%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$480K +$492K +28,981 New
KW
15
KWB Wealth
California
$401K
LPL Financial
16
LPL Financial
California
$347K +$7.13K +420 +2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$242K +$1.92K +113 +0.8%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$194K +$12K +708 +6%
ACA
19
Atlas Capital Advisors
Wyoming
$170K +$160K +9,422 +1,162%
UBS Group
20
UBS Group
Switzerland
$141K +$5.85K +345 +4%
GM
21
GeoWealth Management
Illinois
$109K -$4.78K -282 -4%
Morgan Stanley
22
Morgan Stanley
New York
$103K +$695 +41 +0.7%
Bank of America
23
Bank of America
North Carolina
$75.6K -$6.89K -406 -8%
MM
24
Main Management
California
$62K +$29.4K +1,731 +85%
CFD
25
Creative Financial Designs
Indiana
$14.1K -$797 -47 -5%

FLCH Hedge Fund Activity: Q2 2024 in Review

33 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Franklin FTSE China ETF (FLCH) for Q2 2024, worth a combined $43.2M — up 41% from $30.6M a quarter earlier.

Fund positioning in FLCH was balanced in Q2 2024: 4 funds opened new positions, 4 closed out, 12 added to existing stakes and 7 trimmed.

The largest buyer was Congress Wealth Management, opening a new position worth an estimated $5.48M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.01M sold.

  • 33 institutional investors held Franklin FTSE China ETF (FLCH) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $43.2M of Franklin FTSE China ETF stock for Q2 2024, up 41% quarter-over-quarter.
  • 4 funds opened new Franklin FTSE China ETF positions in Q2 2024 and 4 closed out, a net change of 0 holders.
  • The largest Franklin FTSE China ETF buyer in Q2 2024 was Congress Wealth Management, an estimated $5.48M added.
  • The largest Franklin FTSE China ETF seller in Q2 2024 was Old Mission Capital, an estimated $1.01M sold.

Based on aggregated 13F filings for Q2 2024.