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Franklin US Treasury Bond ETF

36 hedge funds and large institutions have $1.03B invested in Franklin US Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

6% more funds holding

Funds holding: 3436 (+2)

5% more capital invested

Capital invested by funds: $987M → $1.03B (+$45.5M)

1.07% less ownership

Funds ownership: 98.16%97.08% (-1.1%)

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
15
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$744M -$6.58M -320,958 -0.9%
Bank of America
2
Bank of America
North Carolina
$113M +$5.37M +262,232 +5%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$43.7M +$462K +22,557 +1%
Osaic Holdings
4
Osaic Holdings
Arizona
$41.1M +$15.3M +747,915 +60%
FAM
5
Flaharty Asset Management
Florida
$27.6M +$27.4M +1,338,170 New
LPL Financial
6
LPL Financial
California
$10.6M +$1.79M +87,098 +20%
FHC
7
First Heartland Consultants
Missouri
$8.47M -$1.26M -61,639 -13%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$8.27M +$340K +16,582 +4%
CIA
9
Concurrent Investment Advisors
Florida
$8.14M +$1.13M +55,343 +16%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$7.13M +$754K +36,784 +12%
SP
11
Sequent Planning
Nebraska
$5.43M +$5.39M +263,194 New
Raymond James Financial
12
Raymond James Financial
Florida
$3.2M +$181K +8,823 +6%
Citadel Advisors
13
Citadel Advisors
Florida
$2.99M +$2.56M +125,129 +638%
TFA
14
Transamerica Financial Advisors
Florida
$1.8M -$17.5K -856 -1%
EMAM
15
Encompass More Asset Management
California
$1.68M +$840K +41,005 +102%
AI
16
Atria Investments
North Carolina
$1.56M +$1.54M +75,357 New
NA
17
NewEdge Advisors
Louisiana
$851K +$125K +6,079 +17%
VA
18
Valmark Advisers
Ohio
$696K -$134K -6,545 -16%
GWM
19
Geneos Wealth Management
Colorado
$507K +$12.9K +628 +3%
SG
20
StoneX Group
New York
$446K +$443K +21,630 New
MOS
21
MGO One Seven
Ohio
$317K +$315K +15,369 New
JP Morgan Chase
22
JP Morgan Chase
New York
$258K +$71.4K +3,486 +39%
TIM
23
Total Investment Management
Arizona
$255K
AWM
24
Aprio Wealth Management
Georgia
$227K -$5.68K -277 -2%
Comerica Bank
25
Comerica Bank
Texas
$150K

FLGV Hedge Fund Activity: Q3 2025 in Review

36 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Franklin US Treasury Bond ETF (FLGV) for Q3 2025, worth a combined $1.03B — up 4.6% from $987M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FLGV positions and 4 closed out — a net gain of 4 holders — while 15 added to existing stakes and 8 trimmed.

The largest buyer was Flaharty Asset Management, opening a new position worth an estimated $27.4M. The largest seller was Franklin Resources, cutting an estimated $6.58M.

  • 36 institutional investors held Franklin US Treasury Bond ETF (FLGV) as of Q3 2025, up from 34 in Q2 2025.
  • Funds reported $1.03B of Franklin US Treasury Bond ETF stock for Q3 2025, up 4.6% quarter-over-quarter.
  • 8 funds opened new Franklin US Treasury Bond ETF positions in Q3 2025 and 4 closed out, a net change of +4 holders.
  • The largest Franklin US Treasury Bond ETF buyer in Q3 2025 was Flaharty Asset Management, an estimated $27.4M added.
  • The largest Franklin US Treasury Bond ETF seller in Q3 2025 was Franklin Resources, an estimated $6.58M sold.

Based on aggregated 13F filings for Q3 2025.