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Franklin Investment Grade Corporate ETF

37 hedge funds and large institutions have $517M invested in Franklin Investment Grade Corporate ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

62% more capital invested

Capital invested by funds: $320M → $517M (+$198M)

9.27% more ownership

Funds ownership: 83.49%92.76% (+9.3%)

9% more funds holding

Funds holding: 3437 (+3)

Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
16
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$359M +$156M +7,207,665 +77%
HFS
2
Hantz Financial Services
Michigan
$82.9M +$13.5M +621,032 +20%
Morgan Stanley
3
Morgan Stanley
New York
$30.9M +$423K +19,534 +1%
Bank of America
4
Bank of America
North Carolina
$10.1M +$1.63M +75,187 +20%
BEI
5
Benjamin Edwards Inc
Missouri
$5.36M +$5.26M +242,466 New
SA
6
Sanctuary Advisors
Indiana
$5M +$4.83M +222,715 +1,942%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.9M +$40.9K +1,887 +1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$2.88M +$2.82M +130,135 New
Jane Street
9
Jane Street
New York
$2.4M +$2.36M +108,700 New
Truist Financial
10
Truist Financial
North Carolina
$2.39M +$301K +13,904 +15%
LPL Financial
11
LPL Financial
California
$2.19M -$1.64M -75,638 -43%
FTUS
12
Flow Traders U.S.
New York
$1.9M +$1.86M +85,931 New
Ameriprise
13
Ameriprise
Minnesota
$1.28M +$205K +9,448 +19%
Citadel Advisors
14
Citadel Advisors
Florida
$1.24M +$1.21M +55,942 New
JP Morgan Chase
15
JP Morgan Chase
New York
$1.08M +$1.05M +48,352 +13,394%
AI
16
Atria Investments
North Carolina
$1.06M +$1.04M +48,094 New
RJA
17
Raymond James & Associates
Florida
$980K +$269K +12,407 +39%
MML Investors Services
18
MML Investors Services
Massachusetts
$646K +$194K +8,934 +44%
Osaic Holdings
19
Osaic Holdings
Arizona
$561K -$127K -5,841 -19%
ACM
20
AlphaStar Capital Management
North Carolina
$529K -$1.24K -57 -0.2%
VCP
21
Verus Capital Partners
Arizona
$465K -$30.2K -1,394 -6%
HighTower Advisors
22
HighTower Advisors
Illinois
$340K -$741K -34,183 -69%
Envestnet Portfolio Solutions
23
Envestnet Portfolio Solutions
Illinois
$283K
AAS
24
Avantax Advisory Services
Texas
$205K +$201K +9,275 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$95K +$56.6K +2,612 +156%

FLCO Hedge Fund Activity: Q3 2024 in Review

37 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Franklin Investment Grade Corporate ETF (FLCO) for Q3 2024, worth a combined $517M — up 62% from $320M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FLCO positions and 3 closed out — a net gain of 4 holders — while 16 added to existing stakes and 6 trimmed.

The largest buyer was Franklin Resources, adding an estimated $156M. The largest seller was LPL Financial, cutting an estimated $1.64M.

  • 37 institutional investors held Franklin Investment Grade Corporate ETF (FLCO) as of Q3 2024, up from 34 in Q2 2024.
  • Funds reported $517M of Franklin Investment Grade Corporate ETF stock for Q3 2024, up 62% quarter-over-quarter.
  • 7 funds opened new Franklin Investment Grade Corporate ETF positions in Q3 2024 and 3 closed out, a net change of +4 holders.
  • The largest Franklin Investment Grade Corporate ETF buyer in Q3 2024 was Franklin Resources, an estimated $156M added.
  • The largest Franklin Investment Grade Corporate ETF seller in Q3 2024 was LPL Financial, an estimated $1.64M sold.

Based on aggregated 13F filings for Q3 2024.