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Franklin US Treasury Bond ETF
FLGV

19 hedge funds and large institutions have $389M invested in Franklin US Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

500% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 1

90% more funds holding

Funds holding: 10 → 19 (+9)

18% more capital invested

Capital invested by funds: $329M → $389M (+$60.3M)

1.86% more ownership

Funds ownership: 96.04% → 97.9% (+1.9%)

Holders
19
Holders Change
+9
Holders Change %
+90%
% of All Funds
0.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
6
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$31.3M
2
TIM
Total Investment Management
Arizona
+$9.71M
3
IWM
IHT Wealth Management
Illinois
+$8M
4
Jane Street
Jane Street
New York
+$4.9M
5
HighTower Advisors
HighTower Advisors
Illinois
+$3.02M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$34K
2
CWM
Congress Wealth Management
Massachusetts
-$353
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
1
Franklin Resources
California
$346M +$31.3M +1,508,926 +10%
TIM
2
Total Investment Management
Arizona
$9.68M +$9.71M +467,748 New
IWM
3
IHT Wealth Management
Illinois
$7.97M +$8M +385,165 New
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$7.85M +$301K +14,488 +4%
Jane Street
5
Jane Street
New York
$6.71M +$4.9M +236,084 +268%
HighTower Advisors
6
HighTower Advisors
Illinois
$3.02M +$3.02M +145,627 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.81M +$205K +9,894 +13%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.73M +$1.74M +83,587 New
Citadel Advisors
9
Citadel Advisors
Florida
$1.28M +$1.28M +61,842 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$930K +$933K +44,942 New
Osaic Holdings
11
Osaic Holdings
Arizona
$579K +$550K +26,512 +1,836%
LPL Financial
12
LPL Financial
California
$548K +$236K +11,370 +75%
CWM
13
Congress Wealth Management
Massachusetts
$392K -$353 -17 -0.1%
CAN
14
Cetera Advisor Networks
California
$251K +$252K +12,148 New
VAS
15
Vestmark Advisory Solutions
Massachusetts
$202K +$203K +9,757 New
Morgan Stanley
16
Morgan Stanley
New York
$116K +$117K +5,620 New
MCC
17
Money Concepts Capital
Florida
$71.7K – – –
AF
18
Allworth Financial
California
$55.7K +$55.9K +2,691 New
WIM
19
Westside Investment Management
California
$41 +$41.5K +2,000 New
UBS Group
20
UBS Group
Switzerland
– -$34K -1,626 Closed

FLGV Hedge Fund Activity: Q4 2022 in Review

19 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Franklin US Treasury Bond ETF (FLGV) for Q4 2022, worth a combined $389M — up 18% from $329M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FLGV positions and 1 closed out — a net gain of 10 holders — while 6 added to existing stakes and 1 trimmed.

The largest buyer was Franklin Resources, adding an estimated $31.3M. The largest seller was UBS Group, exiting entirely with an estimated $34K sold.

  • 19 institutional investors held Franklin US Treasury Bond ETF (FLGV) as of Q4 2022, up from 10 in Q3 2022.
  • Funds reported $389M of Franklin US Treasury Bond ETF stock for Q4 2022, up 18% quarter-over-quarter.
  • 11 funds opened new Franklin US Treasury Bond ETF positions in Q4 2022 and 1 closed out, a net change of +10 holders.
  • The largest Franklin US Treasury Bond ETF buyer in Q4 2022 was Franklin Resources, an estimated $31.3M added.
  • The largest Franklin US Treasury Bond ETF seller in Q4 2022 was UBS Group, an estimated $34K sold.

Based on aggregated 13F filings for Q4 2022.