Franklin US Treasury Bond ETF
FLGV
32 hedge funds and large institutions have $806M invested in Franklin US Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 6 closing their positions.
114% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 7
1.36% more ownership
Funds ownership: 94.52% → 95.87% (+1.4%)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
1% less capital invested
Capital invested by funds: $816M → $806M (-$9.21M)
3% less funds holding
Funds holding: 33 → 32 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$15.6M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$11.2M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$4.99M |
| 4 |
CIA
Concurrent Investment Advisors
Tampa,
Florida
|
+$1.36M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$973K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$20.3M |
| 2 |
Jane Street
New York
|
-$1.84M |
| 3 |
HF
HRT Financial
New York
|
-$808K |
| 4 |
HGERS
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
|
-$178K |
| 5 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$72.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
26
AE Wealth Management
Topeka,
Kansas
| $80.5K | +$81.8K | +4,000 | New |
|
|
WIM
27
Westside Investment Management
Santa Monica,
California
| $36.2K | – | – | – |
|
28
UBS Group
Zurich,
Switzerland
| $33.5K | +$34.1K | +1,666 | New |
|
|
NA
29
NewEdge Advisors
New Orleans,
Louisiana
| $30.6K | – | – | – |
|
|
IA
30
IFP Advisors
Tampa,
Florida
| $4.68K | +$675 | +33 | +17% |
|
|
RAM
31
Riggs Asset Management
Dallas,
Pennsylvania
| $1.31K | – | – | – |
|
32
Morgan Stanley
New York
| $848 | -$4.21K | -206 | -83% |
|
|
33
Jane Street
New York
| – | -$1.84M | -87,381 | Closed |
|
|
HF
34
HRT Financial
New York
| – | -$808K | -38,405 | Closed |
|
|
HGERS
35
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$178K | -8,472 | Closed |
|
36
Wells Fargo
San Francisco,
California
| – | -$39.4K | -1,872 | Closed |
|
|
AF
37
Allworth Financial
Folsom,
California
| – | -$27.6K | -1,309 | Closed |
|
38
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$1.45K | -69 | Closed |
|
FLGV Hedge Fund Activity: Q4 2024 in Review
32 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Franklin US Treasury Bond ETF (FLGV) for Q4 2024, worth a combined $806M — down 1.1% from $816M a quarter earlier.
Fund positioning in FLGV was balanced in Q4 2024: 6 funds opened new positions, 6 closed out, 15 added to existing stakes and 7 trimmed.
The largest buyer was First Heartland Consultants, opening a new position worth an estimated $15.6M. The largest seller was Franklin Resources, cutting an estimated $20.3M.
- 32 institutional investors held Franklin US Treasury Bond ETF (FLGV) as of Q4 2024, down from 33 in Q3 2024.
- Funds reported $806M of Franklin US Treasury Bond ETF stock for Q4 2024, down 1.1% quarter-over-quarter.
- 6 funds opened new Franklin US Treasury Bond ETF positions in Q4 2024 and 6 closed out, a net change of 0 holders.
- The largest Franklin US Treasury Bond ETF buyer in Q4 2024 was First Heartland Consultants, an estimated $15.6M added.
- The largest Franklin US Treasury Bond ETF seller in Q4 2024 was Franklin Resources, an estimated $20.3M sold.
Based on aggregated 13F filings for Q4 2024.