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Franklin Investment Grade Corporate ETF

48 hedge funds and large institutions have $574M invested in Franklin Investment Grade Corporate ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

229% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 7

26% more funds holding

Funds holding: 3848 (+10)

6% more capital invested

Capital invested by funds: $539M → $574M (+$34.2M)

0.5% less ownership

Funds ownership: 97.7%97.2% (-0.5%)

Holders
48
Holders Change
+10
Holders Change %
+26.32%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
23
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$319M -$3.99M -184,242 -1%
HFS
2
Hantz Financial Services
Michigan
$98.4M -$16.7M -773,826 -14%
Morgan Stanley
3
Morgan Stanley
New York
$25.6M +$485K +22,399 +2%
Bank of America
4
Bank of America
North Carolina
$21.2M +$710K +32,807 +3%
CF
5
Convergence Financial
Missouri
$19.5M +$19.7M +910,087 New
LC
6
Legacy CG
Texas
$15.7M +$15.9M +733,605 New
Ameriprise
7
Ameriprise
Minnesota
$14.3M +$8.53M +394,058 +144%
SA
8
Sanctuary Advisors
Indiana
$8.98M +$844K +39,008 +10%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$7.57M +$7.65M +353,586 New
BEI
10
Benjamin Edwards Inc
Missouri
$6.23M +$65.3K +3,020 +1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$5.37M +$481K +22,226 +10%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.53M +$115K +5,314 +3%
Truist Financial
13
Truist Financial
North Carolina
$3.45M +$137K +6,330 +4%
LPL Financial
14
LPL Financial
California
$2.82M +$296K +13,660 +12%
SP
15
Sequent Planning
Nebraska
$2.78M +$284K +13,118 +11%
Citadel Advisors
16
Citadel Advisors
Florida
$2.54M +$2.34M +108,178 +1,060%
JP Morgan Chase
17
JP Morgan Chase
New York
$2.47M +$335K +15,485 +15%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$2.45M +$501K +23,158 +25%
Goldman Sachs
19
Goldman Sachs
New York
$1.33M +$1.35M +62,252 New
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$1.25M +$221K +10,205 +21%
AFG
21
Atomi Financial Group
New York
$1.21M +$221K +10,214 +22%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.03M -$267K -12,347 -20%
Jane Street
23
Jane Street
New York
$852K +$861K +39,781 New
MOS
24
MGO One Seven
Ohio
$804K +$229K +10,601 +39%
Raymond James Financial
25
Raymond James Financial
Florida
$465K -$943K -43,561 -67%

FLCO Hedge Fund Activity: Q1 2026 in Review

48 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Franklin Investment Grade Corporate ETF (FLCO) for Q1 2026, worth a combined $574M — up 6.3% from $539M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FLCO positions and 1 closed out — a net gain of 11 holders — while 23 added to existing stakes and 7 trimmed.

The largest buyer was Convergence Financial, opening a new position worth an estimated $19.7M. The largest seller was Hantz Financial Services, cutting an estimated $16.7M.

  • 48 institutional investors held Franklin Investment Grade Corporate ETF (FLCO) as of Q1 2026, up from 38 in Q4 2025.
  • Funds reported $574M of Franklin Investment Grade Corporate ETF stock for Q1 2026, up 6.3% quarter-over-quarter.
  • 12 funds opened new Franklin Investment Grade Corporate ETF positions in Q1 2026 and 1 closed out, a net change of +11 holders.
  • The largest Franklin Investment Grade Corporate ETF buyer in Q1 2026 was Convergence Financial, an estimated $19.7M added.
  • The largest Franklin Investment Grade Corporate ETF seller in Q1 2026 was Hantz Financial Services, an estimated $16.7M sold.

Based on aggregated 13F filings for Q1 2026.