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Franklin US Treasury Bond ETF

25 hedge funds and large institutions have $467M invested in Franklin US Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
-3
Holders Change %
-10.71%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Franklin Resources
1
Franklin Resources
California
$397M +$28.4M +1,364,853 +8%
CWM
2
Congress Wealth Management
Massachusetts
$17.3M -$605K -29,031 -3%
TIM
3
Total Investment Management
Arizona
$13.5M +$57.7K +2,772 +0.4%
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$13.1M +$2.22M +106,830 +20%
LPL Financial
5
LPL Financial
California
$11.2M +$10.2M +489,769 +996%
RJA
6
Raymond James & Associates
Florida
$4.23M +$4.23M +203,208 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.44M -$208K -9,988 -8%
AWM
8
AE Wealth Management
Kansas
$1.79M +$1.79M +87,115 New
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.2M -$191K -9,185 -14%
Osaic Holdings
10
Osaic Holdings
Arizona
$1.12M -$112K -5,385 -9%
VA
11
Valmark Advisers
Ohio
$720K +$93.5K +4,491 +15%
Citadel Advisors
12
Citadel Advisors
Florida
$697K +$333K +15,981 +91%
Envestnet Portfolio Solutions
13
Envestnet Portfolio Solutions
Illinois
$619K +$34.4K +1,653 +6%
AWS
14
Atria Wealth Solutions
New York
$428K +$21.8K +1,049 +5%
CAN
15
Cetera Advisor Networks
California
$332K -$102K -4,883 -23%
TFA
16
Transamerica Financial Advisors
Florida
$269K +$29.3K +1,405 +12%
LFPWM
17
Leicht Financial Planning & Wealth Management
New Jersey
$240K +$240K +11,503 New
GWM
18
Geneos Wealth Management
Colorado
$222K +$19.2K +923 +9%
LFG
19
Lockerman Financial Group
California
$221K -$10.9K -525 -5%
HGERS
20
Householder Group Estate & Retirement Specialist
Arizona
$183K +$353 +17 +0.2%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$123K +$96.9K +4,651 +377%
KFI
22
Key Financial Inc
Pennsylvania
$105K
WIM
23
Westside Investment Management
California
$41.7K
AF
24
Allworth Financial
California
$27.3K
RAM
25
Riggs Asset Management
Pennsylvania
$1.35K