Franklin US Treasury Bond ETF
FLGV
30 hedge funds and large institutions have $744M invested in Franklin US Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
3% more funds holding
Funds holding: 29 → 30 (+1)
5% more capital invested
Capital invested by funds: $709M → $744M (+$34.8M)
2.3% less ownership
Funds ownership: 99.12% → 96.82% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$34M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$9.5M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$3.52M |
| 4 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$1.26M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$279K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.02M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.28M |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$785K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$759K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
26
NewEdge Advisors
New Orleans,
Louisiana
| $14.1K | – | – | – |
|
27
Morgan Stanley
New York
| $5.06K | -$190K | -9,412 | -97% |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $4.38K | +$4.36K | +216 | New |
|
|
RAM
29
Riggs Asset Management
Dallas,
Pennsylvania
| $1.32K | – | – | – |
|
30
Fidelity Investments
Boston,
Massachusetts
| $20 | +$20 | +1 | New |
|
|
AWM
31
AE Wealth Management
Topeka,
Kansas
| – | -$1.8M | -87,725 | Closed |
|
|
AWS
32
Atria Wealth Solutions
New York
| – | -$785K | -38,317 | Closed |
|
33
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$1K | -46 | Closed |
|
FLGV Hedge Fund Activity: Q2 2024 in Review
30 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Franklin US Treasury Bond ETF (FLGV) for Q2 2024, worth a combined $744M — up 4.9% from $709M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FLGV positions and 3 closed out — a net gain of 2 holders — while 12 added to existing stakes and 8 trimmed.
The largest buyer was Franklin Resources, adding an estimated $34M. The largest seller was LPL Financial, cutting an estimated $3.02M.
- 30 institutional investors held Franklin US Treasury Bond ETF (FLGV) as of Q2 2024, up from 29 in Q1 2024.
- Funds reported $744M of Franklin US Treasury Bond ETF stock for Q2 2024, up 4.9% quarter-over-quarter.
- 5 funds opened new Franklin US Treasury Bond ETF positions in Q2 2024 and 3 closed out, a net change of +2 holders.
- The largest Franklin US Treasury Bond ETF buyer in Q2 2024 was Franklin Resources, an estimated $34M added.
- The largest Franklin US Treasury Bond ETF seller in Q2 2024 was LPL Financial, an estimated $3.02M sold.
Based on aggregated 13F filings for Q2 2024.