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Franklin High Yield Corporate ETF

16 hedge funds and large institutions have $159M invested in Franklin High Yield Corporate ETF in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

5% more capital invested

Capital invested by funds: $151M → $159M (+$7.49M)

0.05% more ownership

Funds ownership: 76.49%76.55% (+0.05%)

0% more funds holding

Funds holding: 1616 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
16
Holders Change
Holders Change %
0%
% of All Funds
0.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
7
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$131M -$923K -40,929 -0.7%
PWM
2
Prentice Wealth Management
New York
$12.6M +$110K +4,892 +0.9%
Jane Street
3
Jane Street
New York
$4.74M +$2.43M +107,793 +108%
MFG
4
Merit Financial Group
Georgia
$3.53M +$359K +15,930 +12%
IAIM
5
International Assets Investment Management
Florida
$2.43M +$21.2K +942 +1%
LPL Financial
6
LPL Financial
California
$2.1M +$294K +13,051 +17%
Osaic Holdings
7
Osaic Holdings
Arizona
$515K -$10.4K -461 -2%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$393K +$387K +17,177 New
TC
9
Toews Corporation
New Jersey
$343K +$338K +15,000 New
AAM
10
Advisors Asset Management
Colorado
$316K +$83.1K +3,684 +36%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$292K +$288K +12,764 New
KCFA
12
Key Client Fiduciary Advisors
New Jersey
$282K -$22.6K -1,000 -7%
RIA
13
Regal Investment Advisors
Michigan
$264K -$8.05K -357 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$209K +$38.8K +1,719 +23%
CTC
15
Central Trust Company
Missouri
$70.1K -$1.44K -64 -2%
BAM
16
Belpointe Asset Management
Nevada
$19.9K -$7.8K -346 -29%
Wells Fargo
17
Wells Fargo
California
$18
LMKC
18
L.M. Kohn & Company
Ohio
-$1.37M -62,139 Closed
FWM
19
Focused Wealth Management
New York
-$124K -5,610 Closed
UBS Group
20
UBS Group
Switzerland
-$14.7K -666 Closed

FLHY Hedge Fund Activity: Q1 2023 in Review

16 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Franklin High Yield Corporate ETF (FLHY) for Q1 2023, worth a combined $159M — up 5% from $151M a quarter earlier.

Fund positioning in FLHY was balanced in Q1 2023: 3 funds opened new positions, 3 closed out, 7 added to existing stakes and 6 trimmed.

The largest buyer was Jane Street, adding an estimated $2.43M. The largest seller was L.M. Kohn & Company, exiting entirely with an estimated $1.37M sold.

  • 16 institutional investors held Franklin High Yield Corporate ETF (FLHY) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $159M of Franklin High Yield Corporate ETF stock for Q1 2023, up 5% quarter-over-quarter.
  • 3 funds opened new Franklin High Yield Corporate ETF positions in Q1 2023 and 3 closed out, a net change of 0 holders.
  • The largest Franklin High Yield Corporate ETF buyer in Q1 2023 was Jane Street, an estimated $2.43M added.
  • The largest Franklin High Yield Corporate ETF seller in Q1 2023 was L.M. Kohn & Company, an estimated $1.37M sold.

Based on aggregated 13F filings for Q1 2023.