Franklin US Treasury Bond ETF
FLGV
20 hedge funds and large institutions have $429M invested in Franklin US Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 2 reducing their positions, and 1 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 2
5% more capital invested
Capital invested by funds: $407M → $429M (+$21.6M)
0.74% more ownership
Funds ownership: 96.6% → 97.35% (+0.74%)
0% more funds holding
Funds holding: 20 → 20 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$17.2M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$11.6M |
| 3 |
LPL Financial
San Diego,
California
|
+$999K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$912K |
| 5 |
Jane Street
New York
|
+$540K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$1.26M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$423K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$14.9K |
FLGV Hedge Fund Activity: Q2 2023 in Review
20 of the 6,384 institutional investors tracked by Wall St. Rank reported a position in Franklin US Treasury Bond ETF (FLGV) for Q2 2023, worth a combined $429M — up 5.3% from $407M a quarter earlier.
Fund positioning in FLGV was balanced in Q2 2023: 1 fund opened new positions, 1 closed out, 14 added to existing stakes and 2 trimmed.
The largest buyer was Congress Wealth Management, adding an estimated $17.2M. The largest seller was IHT Wealth Management, cutting an estimated $1.26M.
- 20 institutional investors held Franklin US Treasury Bond ETF (FLGV) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $429M of Franklin US Treasury Bond ETF stock for Q2 2023, up 5.3% quarter-over-quarter.
- 1 fund opened new Franklin US Treasury Bond ETF positions in Q2 2023 and 1 closed out, a net change of 0 holders.
- The largest Franklin US Treasury Bond ETF buyer in Q2 2023 was Congress Wealth Management, an estimated $17.2M added.
- The largest Franklin US Treasury Bond ETF seller in Q2 2023 was IHT Wealth Management, an estimated $1.26M sold.
Based on aggregated 13F filings for Q2 2023.