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Franklin Investment Grade Corporate ETF

30 hedge funds and large institutions have $489M invested in Franklin Investment Grade Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 7

3.22% less ownership

Funds ownership: 92.76%89.54% (-3.2%)

5% less capital invested

Capital invested by funds: $517M → $489M (-$28.3M)

19% less funds holding

Funds holding: 3730 (-7)

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
30
Holders Change
-7
Holders Change %
-18.92%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
16
Reduced
7
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$318M -$31.1M -1,446,604 -9%
HFS
2
Hantz Financial Services
Michigan
$88.5M +$9.57M +445,152 +12%
Morgan Stanley
3
Morgan Stanley
New York
$33.1M +$3.62M +168,434 +12%
Bank of America
4
Bank of America
North Carolina
$18.5M +$9.03M +419,709 +92%
BEI
5
Benjamin Edwards Inc
Missouri
$5.61M +$508K +23,639 +10%
SA
6
Sanctuary Advisors
Indiana
$5.43M +$457K +21,234 +9%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.06M +$298K +13,878 +11%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$2.87M +$128K +5,936 +5%
Truist Financial
9
Truist Financial
North Carolina
$2.6M +$320K +14,883 +14%
LPL Financial
10
LPL Financial
California
$2.18M +$92.8K +4,314 +4%
Ameriprise
11
Ameriprise
Minnesota
$1.48M +$259K +12,060 +21%
Raymond James Financial
12
Raymond James Financial
Florida
$1.25M +$1.28M +59,371 New
JP Morgan Chase
13
JP Morgan Chase
New York
$1.07M +$39.5K +1,838 +4%
AI
14
Atria Investments
North Carolina
$1.03M +$17.5K +812 +2%
Citadel Advisors
15
Citadel Advisors
Florida
$1M -$181K -8,439 -15%
FTUS
16
Flow Traders U.S.
New York
$746K -$1.09M -50,576 -59%
MML Investors Services
17
MML Investors Services
Massachusetts
$651K +$34.8K +1,617 +6%
Osaic Holdings
18
Osaic Holdings
Arizona
$514K -$22.3K -1,038 -4%
VCP
19
Verus Capital Partners
Arizona
$426K -$18.4K -855 -4%
HighTower Advisors
20
HighTower Advisors
Illinois
$417K +$94K +4,372 +28%
Envestnet Portfolio Solutions
21
Envestnet Portfolio Solutions
Illinois
$270K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$149K +$60K +2,789 +65%
HI
23
Harbour Investments
Wisconsin
$63.3K
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$37.4K +$10.9K +509 +40%
Wells Fargo
25
Wells Fargo
California
$28.1K -$323 -15 -1%

FLCO Hedge Fund Activity: Q4 2024 in Review

30 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Franklin Investment Grade Corporate ETF (FLCO) for Q4 2024, worth a combined $489M — down 5.5% from $517M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of FLCO and 2 opened new positions — a net loss of 6 holders — while 7 trimmed existing stakes and 16 added.

The largest buyer was Hantz Financial Services, adding an estimated $9.57M. The largest seller was Franklin Resources, cutting an estimated $31.1M.

  • 30 institutional investors held Franklin Investment Grade Corporate ETF (FLCO) as of Q4 2024, down from 37 in Q3 2024.
  • Funds reported $489M of Franklin Investment Grade Corporate ETF stock for Q4 2024, down 5.5% quarter-over-quarter.
  • 2 funds opened new Franklin Investment Grade Corporate ETF positions in Q4 2024 and 8 closed out, a net change of -6 holders.
  • The largest Franklin Investment Grade Corporate ETF buyer in Q4 2024 was Hantz Financial Services, an estimated $9.57M added.
  • The largest Franklin Investment Grade Corporate ETF seller in Q4 2024 was Franklin Resources, an estimated $31.1M sold.

Based on aggregated 13F filings for Q4 2024.