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Franklin Investment Grade Corporate ETF

23 hedge funds and large institutions have $1.04B invested in Franklin Investment Grade Corporate ETF in 2021 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

4% more capital invested

Capital invested by funds: $1B → $1.04B (+$38.2M)

0% more funds holding

Funds holding: 2323 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

1% less ownership

Funds ownership: 98.18%97.18% (-1%)

Holders
23
Holders Change
Holders Change %
0%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
10
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$1.01B +$10.6M +411,228 +1%
Bank of America
2
Bank of America
North Carolina
$19.2M +$1.48M +57,127 +8%
BFEC
3
Benjamin F. Edwards & Company
Missouri
$3.61M +$713K +27,594 +25%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.37M +$850K +32,863 +57%
Truist Financial
5
Truist Financial
North Carolina
$1.55M +$1.24M +47,813 +426%
Morgan Stanley
6
Morgan Stanley
New York
$1.45M +$92.5K +3,576 +7%
ACM
7
AlphaStar Capital Management
North Carolina
$1.09M -$179K -6,919 -14%
LPL Financial
8
LPL Financial
California
$590K -$78.7K -3,045 -12%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$488K -$6.83K -264 -1%
SW
10
SVB Wealth
Massachusetts
$465K
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$401K +$396K +15,307 New
APA
12
American Portfolios Advisors
New York
$367K +$124K +4,804 +52%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$364K +$63.1K +2,442 +21%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$309K -$22.2K -859 -7%
Osaic Holdings
15
Osaic Holdings
Arizona
$234K +$13.3K +513 +6%
GWM
16
Geneos Wealth Management
Colorado
$115K
Wells Fargo
17
Wells Fargo
California
$83K -$986K -38,149 -92%
HI
18
Harbour Investments
Wisconsin
$79K -$12.9K -500 -14%
FDCDDQ
19
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48.3K
UBS Group
20
UBS Group
Switzerland
$38K -$74.1K -2,864 -67%
PFGIA
21
Patriot Financial Group Insurance Agency
Massachusetts
$16K +$1.5K +58 +10%
NFG
22
Next Financial Group
Texas
$11K
GEA
23
Glen Eagle Advisors
New Jersey
$9.75K -$388 -15 -4%
Jane Street
24
Jane Street
New York
-$3.21M -125,793 Closed

FLCO Hedge Fund Activity: Q2 2021 in Review

23 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Franklin Investment Grade Corporate ETF (FLCO) for Q2 2021, worth a combined $1.04B — up 3.8% from $1B a quarter earlier.

Fund positioning in FLCO was balanced in Q2 2021: 1 fund opened new positions, 1 closed out, 10 added to existing stakes and 8 trimmed.

The largest buyer was Franklin Resources, adding an estimated $10.6M. The largest seller was Jane Street, exiting entirely with an estimated $3.21M sold.

  • 23 institutional investors held Franklin Investment Grade Corporate ETF (FLCO) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $1.04B of Franklin Investment Grade Corporate ETF stock for Q2 2021, up 3.8% quarter-over-quarter.
  • 1 fund opened new Franklin Investment Grade Corporate ETF positions in Q2 2021 and 1 closed out, a net change of 0 holders.
  • The largest Franklin Investment Grade Corporate ETF buyer in Q2 2021 was Franklin Resources, an estimated $10.6M added.
  • The largest Franklin Investment Grade Corporate ETF seller in Q2 2021 was Jane Street, an estimated $3.21M sold.

Based on aggregated 13F filings for Q2 2021.