Franklin Investment Grade Corporate ETF
FLCO
30 hedge funds and large institutions have $489M invested in Franklin Investment Grade Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 8 closing their positions.
129% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 7
3.22% less ownership
Funds ownership: 92.76% → 89.54% (-3.2%)
5% less capital invested
Capital invested by funds: $517M → $489M (-$28.3M)
19% less funds holding
Funds holding: 37 → 30 (-7)
75% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
+$9.57M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$9.03M |
| 3 |
Morgan Stanley
New York
|
+$3.62M |
| 4 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$508K |
| 5 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$457K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$31.1M |
| 2 |
Jane Street
New York
|
-$2.4M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$1.09M |
| 4 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$529K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$205K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $23.7K | -$774 | -36 | -3% |
|
27
National Bank of Canada
Montreal,
Quebec, Canada
| $13.9K | – | – | – |
|
|
FCT
28
First Community Trust
Dubuque,
Iowa
| $12.1K | +$12.3K | +574 | New |
|
29
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $11K | – | – | – |
|
|
GRP
30
Global Retirement Partners
San Rafael,
California
| $1.69K | – | – | – |
|
|
IAIM
31
International Assets Investment Management
Orlando,
Florida
| – | -$22.3K | -663,270 | Closed |
|
|
32
Jane Street
New York
| – | -$2.4M | -108,700 | Closed |
|
|
ACM
33
AlphaStar Capital Management
Cornelius,
North Carolina
| – | -$529K | -23,924 | Closed |
|
|
AAS
34
Avantax Advisory Services
Dallas,
Texas
| – | -$205K | -9,275 | Closed |
|
35
UBS Group
Zurich,
Switzerland
| – | -$21.9K | -992 | Closed |
|
|
NS
36
NBC Securities
Birmingham,
Alabama
| – | -$18K | -845 | Closed |
|
|
AF
37
Allworth Financial
Folsom,
California
| – | -$15.5K | -700 | Closed |
|
|
GEA
38
Glen Eagle Advisors
Kingston,
New Jersey
| – | -$751 | -34 | Closed |
|
FLCO Hedge Fund Activity: Q4 2024 in Review
30 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Franklin Investment Grade Corporate ETF (FLCO) for Q4 2024, worth a combined $489M — down 5.5% from $517M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of FLCO and 2 opened new positions — a net loss of 6 holders — while 7 trimmed existing stakes and 16 added.
The largest buyer was Hantz Financial Services, adding an estimated $9.57M. The largest seller was Franklin Resources, cutting an estimated $31.1M.
- 30 institutional investors held Franklin Investment Grade Corporate ETF (FLCO) as of Q4 2024, down from 37 in Q3 2024.
- Funds reported $489M of Franklin Investment Grade Corporate ETF stock for Q4 2024, down 5.5% quarter-over-quarter.
- 2 funds opened new Franklin Investment Grade Corporate ETF positions in Q4 2024 and 8 closed out, a net change of -6 holders.
- The largest Franklin Investment Grade Corporate ETF buyer in Q4 2024 was Hantz Financial Services, an estimated $9.57M added.
- The largest Franklin Investment Grade Corporate ETF seller in Q4 2024 was Franklin Resources, an estimated $31.1M sold.
Based on aggregated 13F filings for Q4 2024.