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Franklin Investment Grade Corporate ETF

28 hedge funds and large institutions have $586M invested in Franklin Investment Grade Corporate ETF in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

17% more funds holding

Funds holding: 2428 (+4)

8% more capital invested

Capital invested by funds: $542M → $586M (+$43.6M)

0.28% more ownership

Funds ownership: 93.77%94.05% (+0.28%)

Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$532M +$1.48M +71,471 +0.3%
Morgan Stanley
2
Morgan Stanley
New York
$32M +$29.5M +1,427,410 +1,364%
Bank of America
3
Bank of America
North Carolina
$6.29M -$764K -36,951 -11%
HighTower Advisors
4
HighTower Advisors
Illinois
$3.33M +$3.31M +159,808 New
BFEC
5
Benjamin F. Edwards & Company
Missouri
$2.91M -$77.4K -3,741 -3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2M +$197K +9,544 +11%
Truist Financial
7
Truist Financial
North Carolina
$1.63M +$33.2K +1,606 +2%
LPL Financial
8
LPL Financial
California
$1.01M +$404K +19,536 +68%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$869K -$3.65M -176,646 -81%
ACM
10
AlphaStar Capital Management
North Carolina
$717K -$80.3K -3,882 -10%
VCP
11
Verus Capital Partners
Arizona
$507K -$4.65K -225 -0.9%
Jane Street
12
Jane Street
New York
$502K +$498K +24,057 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$457K +$453K +21,908 New
OMC
14
Old Mission Capital
Illinois
$401K +$397K +19,200 New
Osaic Holdings
15
Osaic Holdings
Arizona
$370K +$257K +12,434 +236%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$266K -$19.3K -935 -7%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$216K +$3.19K +154 +2%
GWM
18
Geneos Wealth Management
Colorado
$154K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$67K
HI
20
Harbour Investments
Wisconsin
$62.6K
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.5K
UBS Group
22
UBS Group
Switzerland
$20.1K +$14.5K +701 +267%
Wells Fargo
23
Wells Fargo
California
$10.8K
GRP
24
Global Retirement Partners
California
$10K
National Bank of Canada
25
National Bank of Canada
Quebec, Canada
$7.76K

FLCO Hedge Fund Activity: Q4 2022 in Review

28 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Franklin Investment Grade Corporate ETF (FLCO) for Q4 2022, worth a combined $586M — up 8% from $542M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FLCO positions and 1 closed out — a net gain of 5 holders — while 8 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $29.5M. The largest seller was Susquehanna International Group, cutting an estimated $3.65M.

  • 28 institutional investors held Franklin Investment Grade Corporate ETF (FLCO) as of Q4 2022, up from 24 in Q3 2022.
  • Funds reported $586M of Franklin Investment Grade Corporate ETF stock for Q4 2022, up 8% quarter-over-quarter.
  • 6 funds opened new Franklin Investment Grade Corporate ETF positions in Q4 2022 and 1 closed out, a net change of +5 holders.
  • The largest Franklin Investment Grade Corporate ETF buyer in Q4 2022 was Morgan Stanley, an estimated $29.5M added.
  • The largest Franklin Investment Grade Corporate ETF seller in Q4 2022 was Susquehanna International Group, an estimated $3.65M sold.

Based on aggregated 13F filings for Q4 2022.