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Franklin Investment Grade Corporate ETF
FLCO

28 hedge funds and large institutions have $586M invested in Franklin Investment Grade Corporate ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

27% more funds holding

Funds holding: 22 → 28 (+6)

0.33% more ownership

Funds ownership: 94.82% → 95.15% (+0.33%)

4% less capital invested

Capital invested by funds: $613M → $586M (-$27.1M)

Holders
28
Holders Change
+6
Holders Change %
+27.27%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
6
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$1.16M
2
Citadel Advisors
Citadel Advisors
Florida
+$961K
3
Osaic Holdings
Osaic Holdings
Arizona
+$646K
4
Bank of America
Bank of America
North Carolina
+$579K
5
JP Morgan Chase
JP Morgan Chase
New York
+$562K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$5.14M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$311K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$134K
4
ACM
AlphaStar Capital Management
North Carolina
-$79.6K
5
GRP
Global Retirement Partners
California
-$8.32K
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
1
Franklin Resources
California
$520M +$1.16M +55,871 +0.2%
Morgan Stanley
2
Morgan Stanley
New York
$35.3M +$126K +6,033 +0.3%
Bank of America
3
Bank of America
North Carolina
$7.65M +$579K +27,819 +8%
BFEC
4
Benjamin F. Edwards & Company
Missouri
$4.29M +$217K +10,449 +5%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$3.45M -$311K -14,931 -8%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.61M +$94.4K +4,535 +4%
Jane Street
7
Jane Street
New York
$2.52M -$5.14M -247,186 -67%
Truist Financial
8
Truist Financial
North Carolina
$1.6M +$93.3K +4,482 +6%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.17M +$646K +31,065 +117%
LPL Financial
10
LPL Financial
California
$1.06M +$162K +7,766 +18%
Citadel Advisors
11
Citadel Advisors
Florida
$936K +$961K +46,161 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$918K -$134K -6,422 -12%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$669K +$87.3K +4,197 +15%
JP Morgan Chase
14
JP Morgan Chase
New York
$548K +$562K +27,007 New
ACM
15
AlphaStar Capital Management
North Carolina
$490K -$79.6K -3,823 -14%
VCP
16
Verus Capital Partners
Arizona
$478K -$5.7K -274 -1%
Brown Advisory
17
Brown Advisory
Maryland
$469K +$481K +23,108 New
Envestnet Portfolio Solutions
18
Envestnet Portfolio Solutions
Illinois
$457K +$469K +22,529 New
CAN
19
Cetera Advisor Networks
California
$256K +$54.4K +2,613 +26%
GWM
20
Geneos Wealth Management
Colorado
$246K +$98.4K +4,729 +64%
HI
21
Harbour Investments
Wisconsin
$60.8K – – –
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.4K – – –
NS
23
NBC Securities
Alabama
$17K +$17.6K +845 New
National Bank of Canada
24
National Bank of Canada
Quebec, Canada
$13.3K +$6.01K +289 +78%
Wells Fargo
25
Wells Fargo
California
$10.5K – – –
1
2

FLCO Hedge Fund Activity: Q3 2023 in Review

28 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Franklin Investment Grade Corporate ETF (FLCO) for Q3 2023, worth a combined $586M — down 4.4% from $613M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FLCO positions and 0 closed out — a net gain of 6 holders — while 12 added to existing stakes and 6 trimmed.

The largest buyer was Franklin Resources, adding an estimated $1.16M. The largest seller was Jane Street, cutting an estimated $5.14M.

  • 28 institutional investors held Franklin Investment Grade Corporate ETF (FLCO) as of Q3 2023, up from 22 in Q2 2023.
  • Funds reported $586M of Franklin Investment Grade Corporate ETF stock for Q3 2023, down 4.4% quarter-over-quarter.
  • 6 funds opened new Franklin Investment Grade Corporate ETF positions in Q3 2023 and 0 closed out, a net change of +6 holders.
  • The largest Franklin Investment Grade Corporate ETF buyer in Q3 2023 was Franklin Resources, an estimated $1.16M added.
  • The largest Franklin Investment Grade Corporate ETF seller in Q3 2023 was Jane Street, an estimated $5.14M sold.

Based on aggregated 13F filings for Q3 2023.