Franklin US Treasury Bond ETF
FLGV
29 hedge funds and large institutions have $709M invested in Franklin US Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 2 reducing their positions, and 2 closing their positions.
750% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 2
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
52% more capital invested
Capital invested by funds: $467M → $709M (+$242M)
16% more funds holding
Funds holding: 25 → 29 (+4)
1.58% more ownership
Funds ownership: 97.54% → 99.12% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$227M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$13.1M |
| 3 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$2.86M |
| 4 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$2.84M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$851K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$697K |
| 2 |
LFPWM
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
|
-$240K |
| 3 |
HGERS
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
-$7.53K |
| 4 |
LFG
Lockerman Financial Group
Newport Beach,
California
|
-$3.39K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
26
NewEdge Advisors
New Orleans,
Louisiana
| $14.2K | +$14.2K | +694 | New |
|
27
UBS Group
Zurich,
Switzerland
| $13.8K | +$13.8K | +673 | New |
|
|
RAM
28
Riggs Asset Management
Dallas,
Pennsylvania
| $1.33K | – | – | – |
|
29
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | +$944 | +46 | New |
|
|
30
Citadel Advisors
Miami,
Florida
| – | -$697K | -33,449 | Closed |
|
|
LFPWM
31
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| – | -$240K | -11,503 | Closed |
|
FLGV Hedge Fund Activity: Q1 2024 in Review
29 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Franklin US Treasury Bond ETF (FLGV) for Q1 2024, worth a combined $709M — up 52% from $467M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FLGV positions and 2 closed out — a net gain of 4 holders — while 17 added to existing stakes and 2 trimmed.
The largest buyer was Franklin Resources, adding an estimated $227M. The largest seller was Citadel Advisors, exiting entirely with an estimated $697K sold.
- 29 institutional investors held Franklin US Treasury Bond ETF (FLGV) as of Q1 2024, up from 25 in Q4 2023.
- Funds reported $709M of Franklin US Treasury Bond ETF stock for Q1 2024, up 52% quarter-over-quarter.
- 6 funds opened new Franklin US Treasury Bond ETF positions in Q1 2024 and 2 closed out, a net change of +4 holders.
- The largest Franklin US Treasury Bond ETF buyer in Q1 2024 was Franklin Resources, an estimated $227M added.
- The largest Franklin US Treasury Bond ETF seller in Q1 2024 was Citadel Advisors, an estimated $697K sold.
Based on aggregated 13F filings for Q1 2024.