FLGV icon

Franklin US Treasury Bond ETF
FLGV

Overview Fund Activity

30 hedge funds and large institutions have $744M invested in Franklin US Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
12
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$34.2M
2
Osaic Holdings
Osaic Holdings
Arizona
+$9.56M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$3.55M
4
CIA
Concurrent Investment Advisors
Florida
+$1.27M
5
RJA
Raymond James & Associates
Florida
+$281K

Top Sellers

1
LPL Financial
LPL Financial
California
-$3.04M
2
AWM
AE Wealth Management
Kansas
-$1.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.29M
4
AWS
Atria Wealth Solutions
New York
-$785K
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$764K
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
1
Franklin Resources
California
$646M +$34.2M +1,684,530 +6%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$29.3M +$3.55M +174,595 +14%
CWM
3
Congress Wealth Management
Massachusetts
$19.8M +$86K +4,230 +0.4%
TIM
4
Total Investment Management
Arizona
$13.4M -$69.2K -3,404 -0.5%
Osaic Holdings
5
Osaic Holdings
Arizona
$10.7M +$9.56M +470,629 +866%
LPL Financial
6
LPL Financial
California
$8.06M -$3.04M -149,389 -27%
RJA
7
Raymond James & Associates
Florida
$5.17M +$281K +13,829 +6%
TFA
8
Transamerica Financial Advisors
Florida
$3.1M – – –
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.94M -$1.29M -63,501 -40%
CIA
10
Concurrent Investment Advisors
Florida
$1.53M +$1.27M +62,465 +482%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$901K -$764K -37,611 -46%
VA
12
Valmark Advisers
Ohio
$763K +$51.4K +2,531 +7%
Jane Street
13
Jane Street
New York
$679K +$115K +5,654 +20%
GWM
14
Geneos Wealth Management
Colorado
$341K +$116K +5,704 +52%
LFG
15
Lockerman Financial Group
California
$314K +$102K +5,031 +48%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$238K -$30.8K -1,516 -11%
Envestnet Portfolio Solutions
17
Envestnet Portfolio Solutions
Illinois
$235K -$576K -28,350 -71%
Comerica Bank
18
Comerica Bank
Texas
$178K +$178K +8,764 New
HGERS
19
Householder Group Estate & Retirement Specialist
Arizona
$171K +$303 +15 +0.2%
Wells Fargo
20
Wells Fargo
California
$109K +$109K +5,379 New
KFI
21
Key Financial Inc
Pennsylvania
$103K – – –
WIM
22
Westside Investment Management
California
$36.6K -$4.06K -200 -10%
UBS Group
23
UBS Group
Switzerland
$27.5K +$13.9K +682 +101%
AF
24
Allworth Financial
California
$26.8K – – –
IAIM
25
International Assets Investment Management
Florida
$15.4K +$15.4K +757 New
1
2