Franklin US Treasury Bond ETF
FLGV
33 hedge funds and large institutions have $816M invested in Franklin US Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
56% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 9
10% more funds holding
Funds holding: 30 → 33 (+3)
10% more capital invested
Capital invested by funds: $744M → $816M (+$71.8M)
2.31% less ownership
Funds ownership: 96.82% → 94.52% (-2.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$62.3M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$2.31M |
| 3 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$1.69M |
| 4 |
Jane Street
New York
|
+$1.12M |
| 5 |
TIM
Total Investment Management
Scottsdale,
Arizona
|
+$816K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
-$7.48M |
| 2 |
LPL Financial
San Diego,
California
|
-$6.58M |
| 3 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$1.15M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$73K |
| 5 |
VA
Valmark Advisers
Akron,
Ohio
|
-$34.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Wells Fargo
San Francisco,
California
| $39.4K | -$73K | -3,507 | -65% |
|
|
WIM
27
Westside Investment Management
Santa Monica,
California
| $37.9K | – | – | – |
|
|
NA
28
NewEdge Advisors
New Orleans,
Louisiana
| $32K | +$17.2K | +825 | +119% |
|
|
AF
29
Allworth Financial
Folsom,
California
| $27.6K | – | – | – |
|
30
Morgan Stanley
New York
| $5.22K | -$21 | -1 | -0.4% |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| $4.2K | -$354 | -17 | -8% |
|
32
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1.45K | +$1.44K | +69 | New |
|
|
RAM
33
Riggs Asset Management
Dallas,
Pennsylvania
| $1.37K | – | – | – |
|
34
UBS Group
Zurich,
Switzerland
| – | -$27.5K | -1,355 | Closed |
|
|
IAIM
35
International Assets Investment Management
Orlando,
Florida
| – | -$15.4K | -757 | Closed |
|
36
Fidelity Investments
Boston,
Massachusetts
| – | -$20 | -1 | Closed |
|
FLGV Hedge Fund Activity: Q3 2024 in Review
33 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Franklin US Treasury Bond ETF (FLGV) for Q3 2024, worth a combined $816M — up 9.7% from $744M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FLGV positions and 3 closed out — a net gain of 3 holders — while 14 added to existing stakes and 9 trimmed.
The largest buyer was Franklin Resources, adding an estimated $62.3M. The largest seller was Congress Wealth Management, cutting an estimated $7.48M.
- 33 institutional investors held Franklin US Treasury Bond ETF (FLGV) as of Q3 2024, up from 30 in Q2 2024.
- Funds reported $816M of Franklin US Treasury Bond ETF stock for Q3 2024, up 9.7% quarter-over-quarter.
- 6 funds opened new Franklin US Treasury Bond ETF positions in Q3 2024 and 3 closed out, a net change of +3 holders.
- The largest Franklin US Treasury Bond ETF buyer in Q3 2024 was Franklin Resources, an estimated $62.3M added.
- The largest Franklin US Treasury Bond ETF seller in Q3 2024 was Congress Wealth Management, an estimated $7.48M sold.
Based on aggregated 13F filings for Q3 2024.