We are live on ! Find out more
FLGV icon

Franklin US Treasury Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 3332 (-1)

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
15
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$680M -$20.3M -991,109 -3%
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$36.2M +$4.99M +244,284 +16%
Osaic Holdings
3
Osaic Holdings
Arizona
$21.8M +$11.2M +548,267 +102%
FHC
4
First Heartland Consultants
Missouri
$15.4M +$15.6M +764,414 New
TIM
5
Total Investment Management
Arizona
$15M +$944K +46,191 +7%
CWM
6
Congress Wealth Management
Massachusetts
$12.4M -$9.28K -454 -0.1%
Raymond James Financial
7
Raymond James Financial
Florida
$5.72M +$5.81M +284,139 New
CIA
8
Concurrent Investment Advisors
Florida
$4.49M +$1.36M +66,578 +43%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.25M +$973K +47,602 +42%
LPL Financial
10
LPL Financial
California
$2.38M +$781K +38,181 +48%
TFA
11
Transamerica Financial Advisors
Florida
$1.89M -$72.5K -3,547 -4%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.58M +$526K +25,716 +48%
VA
13
Valmark Advisers
Ohio
$763K +$40.8K +1,996 +6%
Citadel Advisors
14
Citadel Advisors
Florida
$759K +$414K +20,268 +116%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$667K +$677K +33,139 New
EMAM
16
Encompass More Asset Management
California
$650K +$175K +8,556 +36%
Envestnet Portfolio Solutions
17
Envestnet Portfolio Solutions
Illinois
$588K +$214K +10,475 +56%
AAS
18
Avantax Advisory Services
Texas
$426K +$88.5K +4,328 +26%
FFA
19
Farther Finance Advisors
California
$372K +$48.4K +2,369 +15%
GWM
20
Geneos Wealth Management
Colorado
$338K +$13.4K +657 +4%
LFG
21
Lockerman Financial Group
California
$303K -$9.65K -472 -3%
AWS
22
Atria Wealth Solutions
New York
$291K +$296K +14,470 New
JP Morgan Chase
23
JP Morgan Chase
New York
$185K -$62.4K -3,051 -25%
Comerica Bank
24
Comerica Bank
Texas
$141K -$3.29K -161 -2%
KFI
25
Key Financial Inc
Pennsylvania
$102K

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.