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Franklin Investment Grade Corporate ETF

21 hedge funds and large institutions have $1.01B invested in Franklin Investment Grade Corporate ETF in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

175% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 4

17% more funds holding

Funds holding: 1821 (+3)

11% more capital invested

Capital invested by funds: $917M → $1.01B (+$97.3M)

0.02% more ownership

Funds ownership: 98.53%98.55% (+0.02%)

Holders
21
Holders Change
+3
Holders Change %
+16.67%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$979M +$115M +4,260,205 +13%
Bank of America
2
Bank of America
North Carolina
$22.6M +$5.99M +221,749 +35%
BFEC
3
Benjamin F. Edwards & Company
Missouri
$2.64M +$310K +11,470 +13%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.62M +$43.3K +1,602 +3%
ACM
5
AlphaStar Capital Management
North Carolina
$1.58M -$75.4K -2,793 -5%
Morgan Stanley
6
Morgan Stanley
New York
$1.51M -$2.22M -82,054 -59%
Wells Fargo
7
Wells Fargo
California
$1.04M +$415K +15,363 +65%
LPL Financial
8
LPL Financial
California
$714K +$44.1K +1,634 +6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$677K +$58.9K +2,180 +9%
Citadel Advisors
10
Citadel Advisors
Florida
$585K +$50.7K +1,879 +9%
SW
11
SVB Wealth
Massachusetts
$473K +$479K +17,755 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$384K +$55.2K +2,044 +16%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$297K -$28.9K -1,069 -9%
Osaic Holdings
14
Osaic Holdings
Arizona
$230K +$1.59K +59 +0.7%
Jane Street
15
Jane Street
New York
$224K -$320K -11,842 -58%
Truist Financial
16
Truist Financial
North Carolina
$223K +$226K +8,384 New
FHA
17
Flagship Harbor Advisors
Massachusetts
$130K
APA
18
American Portfolios Advisors
New York
$130K +$75.7K +2,803 +135%
GWM
19
Geneos Wealth Management
Colorado
$99K +$100K +3,720 New
NFG
20
Next Financial Group
Texas
$5K +$5.37K +199 New
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
$2K
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$283K -10,693 Closed

FLCO Hedge Fund Activity: Q3 2020 in Review

21 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Franklin Investment Grade Corporate ETF (FLCO) for Q3 2020, worth a combined $1.01B — up 11% from $917M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FLCO positions and 1 closed out — a net gain of 3 holders — while 11 added to existing stakes and 4 trimmed.

The largest buyer was Franklin Resources, adding an estimated $115M. The largest seller was Morgan Stanley, cutting an estimated $2.22M.

  • 21 institutional investors held Franklin Investment Grade Corporate ETF (FLCO) as of Q3 2020, up from 18 in Q2 2020.
  • Funds reported $1.01B of Franklin Investment Grade Corporate ETF stock for Q3 2020, up 11% quarter-over-quarter.
  • 4 funds opened new Franklin Investment Grade Corporate ETF positions in Q3 2020 and 1 closed out, a net change of +3 holders.
  • The largest Franklin Investment Grade Corporate ETF buyer in Q3 2020 was Franklin Resources, an estimated $115M added.
  • The largest Franklin Investment Grade Corporate ETF seller in Q3 2020 was Morgan Stanley, an estimated $2.22M sold.

Based on aggregated 13F filings for Q3 2020.