Franklin High Yield Corporate ETF
FLHY
12 hedge funds and large institutions have $382M invested in Franklin High Yield Corporate ETF in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
53.71% more ownership
Funds ownership: 170.68% → 224.39% (+54%)
33% more funds holding
Funds holding: 9 → 12 (+3)
30% more capital invested
Capital invested by funds: $293M → $382M (+$89.1M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$84.8M |
| 2 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
+$2.69M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.78M |
| 4 |
D
Diversified
Wilmington,
Delaware
|
+$1.26M |
| 5 |
PWM
Prentice Wealth Management
Rochester,
New York
|
+$958K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAN
Claraphi Advisory Network
Aliso Viejo,
United States
|
-$320K |
| 2 |
APA
American Portfolios Advisors
Holbrook,
New York
|
-$244K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$216K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Franklin Resources
San Mateo,
California
| $361M | +$84.8M | +3,233,350 | +31% |
|
|
PWM
2
Prentice Wealth Management
Rochester,
New York
| $12.4M | +$958K | +36,520 | +8% |
|
|
CTC
3
Central Trust Company
Jefferson City,
Missouri
| $3.65M | +$2.69M | +102,551 | +278% |
|
|
4
LPL Financial
San Diego,
California
| $1.78M | +$1.78M | +67,849 | New |
|
|
D
5
Diversified
Wilmington,
Delaware
| $1.26M | +$1.26M | +48,060 | New |
|
|
APA
6
American Portfolios Advisors
Holbrook,
New York
| $574K | -$244K | -9,316 | -30% |
|
|
7
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $561K | -$216K | -8,251 | -28% |
|
|
KCFA
8
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| $531K | +$531K | +20,250 | New |
|
9
Jane Street
New York
| $301K | +$301K | +11,477 | New |
|
|
AAM
10
Advisors Asset Management
Monument,
Colorado
| $98K | +$17.7K | +674 | +22% |
|
11
UBS Group
Zurich,
Switzerland
| $14K | +$13.6K | +520 | New |
|
|
CAN
12
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$320K | -12,118 | Closed |
|
|
13
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$4K | -164 | Closed |
|
FLHY Hedge Fund Activity: Q4 2021 in Review
12 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Franklin High Yield Corporate ETF (FLHY) for Q4 2021, worth a combined $382M — up 30% from $293M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FLHY positions and 2 closed out — a net gain of 3 holders — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Franklin Resources, adding an estimated $84.8M. The largest seller was Claraphi Advisory Network, exiting entirely with an estimated $320K sold.
- 12 institutional investors held Franklin High Yield Corporate ETF (FLHY) as of Q4 2021, up from 9 in Q3 2021.
- Funds reported $382M of Franklin High Yield Corporate ETF stock for Q4 2021, up 30% quarter-over-quarter.
- 5 funds opened new Franklin High Yield Corporate ETF positions in Q4 2021 and 2 closed out, a net change of +3 holders.
- The largest Franklin High Yield Corporate ETF buyer in Q4 2021 was Franklin Resources, an estimated $84.8M added.
- The largest Franklin High Yield Corporate ETF seller in Q4 2021 was Claraphi Advisory Network, an estimated $320K sold.
Based on aggregated 13F filings for Q4 2021.