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Franklin Investment Grade Corporate ETF

31 hedge funds and large institutions have $537M invested in Franklin Investment Grade Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

5% more capital invested

Capital invested by funds: $510M → $537M (+$26.8M)

3% more funds holding

Funds holding: 3031 (+1)

0.6% less ownership

Funds ownership: 90.44%89.84% (-0.6%)

Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
14
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$340M +$22.1M +1,041,806 +7%
HFS
2
Hantz Financial Services
Michigan
$110M +$5.88M +277,363 +6%
Morgan Stanley
3
Morgan Stanley
New York
$31.1M -$4.47M -210,812 -13%
Bank of America
4
Bank of America
North Carolina
$20.3M +$1.41M +66,524 +8%
SA
5
Sanctuary Advisors
Indiana
$5.12M -$483K -22,778 -9%
BEI
6
Benjamin Edwards Inc
Missouri
$4.97M -$767K -36,188 -14%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.05M +$730K +34,458 +22%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$3.23M +$211K +9,947 +7%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.97M +$1.6M +75,703 +123%
Truist Financial
10
Truist Financial
North Carolina
$2.76M -$4.77K -225 -0.2%
LPL Financial
11
LPL Financial
California
$2.41M +$481K +22,717 +26%
Ameriprise
12
Ameriprise
Minnesota
$2.01M +$79.4K +3,745 +4%
Citadel Advisors
13
Citadel Advisors
Florida
$1.77M -$2.87M -135,295 -62%
JP Morgan Chase
14
JP Morgan Chase
New York
$1.39M +$223K +10,514 +20%
MML Investors Services
15
MML Investors Services
Massachusetts
$1.35M +$549K +25,925 +71%
Raymond James Financial
16
Raymond James Financial
Florida
$1.2M -$39.6K -1,870 -3%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$553K +$46.7K +2,203 +9%
Osaic Holdings
18
Osaic Holdings
Arizona
$463K +$11.7K +553 +3%
HighTower Advisors
19
HighTower Advisors
Illinois
$336K
Envestnet Portfolio Solutions
20
Envestnet Portfolio Solutions
Illinois
$280K +$3.79K +179 +1%
AAS
21
Avantax Advisory Services
Texas
$203K +$199K +9,413 New
Wells Fargo
22
Wells Fargo
California
$126K +$97.5K +4,599 +371%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$119K -$22.5K -1,061 -16%
TWC
24
TD Waterhouse Canada
Ontario, Canada
$109K +$107K +5,060 New
BIG
25
Brooklyn Investment Group
New York
$77.7K +$76.2K +3,598 New

FLCO Hedge Fund Activity: Q2 2025 in Review

31 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Franklin Investment Grade Corporate ETF (FLCO) for Q2 2025, worth a combined $537M — up 5.2% from $510M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FLCO positions and 3 closed out — a net gain of 1 holder — while 14 added to existing stakes and 10 trimmed.

The largest buyer was Franklin Resources, adding an estimated $22.1M. The largest seller was Morgan Stanley, cutting an estimated $4.47M.

  • 31 institutional investors held Franklin Investment Grade Corporate ETF (FLCO) as of Q2 2025, up from 30 in Q1 2025.
  • Funds reported $537M of Franklin Investment Grade Corporate ETF stock for Q2 2025, up 5.2% quarter-over-quarter.
  • 4 funds opened new Franklin Investment Grade Corporate ETF positions in Q2 2025 and 3 closed out, a net change of +1 holder.
  • The largest Franklin Investment Grade Corporate ETF buyer in Q2 2025 was Franklin Resources, an estimated $22.1M added.
  • The largest Franklin Investment Grade Corporate ETF seller in Q2 2025 was Morgan Stanley, an estimated $4.47M sold.

Based on aggregated 13F filings for Q2 2025.