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Franklin Investment Grade Corporate ETF
FLCO

13 hedge funds and large institutions have $571M invested in Franklin Investment Grade Corporate ETF in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 0 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

152% more capital invested

Capital invested by funds: $226M → $571M (+$344M)

44% more funds holding

Funds holding: 9 → 13 (+4)

1.36% more ownership

Funds ownership: 97.12% → 98.49% (+1.4%)

Holders
13
Holders Change
+4
Holders Change %
+44.44%
% of All Funds
0.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$336M
2
Bank of America
Bank of America
North Carolina
+$4.14M
3
Morgan Stanley
Morgan Stanley
New York
+$1.78M
4
Jane Street
Jane Street
New York
+$1.46M
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$358K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$6K
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
1
Franklin Resources
California
$558M +$336M +13,097,338 +151%
Bank of America
2
Bank of America
North Carolina
$6.01M +$4.14M +161,420 +222%
BFEC
3
Benjamin F. Edwards & Company
Missouri
$2.5M +$358K +13,963 +17%
Morgan Stanley
4
Morgan Stanley
New York
$1.98M +$1.78M +69,607 +933%
Jane Street
5
Jane Street
New York
$1.47M +$1.46M +57,125 New
LPL Financial
6
LPL Financial
California
$614K +$293K +11,430 +91%
FHA
7
Flagship Harbor Advisors
Massachusetts
$330K +$38.5K +1,500 +13%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$117K +$78.6K +3,067 +204%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$90K – – –
VCP
10
Verus Capital Partners
Arizona
$64K +$64.3K +2,508 New
APA
11
American Portfolios Advisors
New York
$26.5K +$26.5K +1,033 New
AG
12
Advisor Group
Arizona
$26K +$25.9K +1,011 New
UBS Group
13
UBS Group
Switzerland
– -$6K -246 Closed
Wells Fargo
14
Wells Fargo
California
– +$26 +1 New

FLCO Hedge Fund Activity: Q4 2019 in Review

13 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Franklin Investment Grade Corporate ETF (FLCO) for Q4 2019, worth a combined $571M — up 152% from $226M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FLCO positions and 1 closed out — a net gain of 4 holders — while 7 added to existing stakes and 0 trimmed.

The largest buyer was Franklin Resources, adding an estimated $336M. The largest seller was UBS Group, exiting entirely with an estimated $6K sold.

  • 13 institutional investors held Franklin Investment Grade Corporate ETF (FLCO) as of Q4 2019, up from 9 in Q3 2019.
  • Funds reported $571M of Franklin Investment Grade Corporate ETF stock for Q4 2019, up 152% quarter-over-quarter.
  • 5 funds opened new Franklin Investment Grade Corporate ETF positions in Q4 2019 and 1 closed out, a net change of +4 holders.
  • The largest Franklin Investment Grade Corporate ETF buyer in Q4 2019 was Franklin Resources, an estimated $336M added.
  • The largest Franklin Investment Grade Corporate ETF seller in Q4 2019 was UBS Group, an estimated $6K sold.

Based on aggregated 13F filings for Q4 2019.