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Franklin High Yield Corporate ETF

31 hedge funds and large institutions have $191M invested in Franklin High Yield Corporate ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 7

41% more funds holding

Funds holding: 2231 (+9)

9% more capital invested

Capital invested by funds: $175M → $191M (+$15.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.74% less ownership

Funds ownership: 72.31%71.57% (-0.74%)

Holders
31
Holders Change
+9
Holders Change %
+40.91%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
14
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$125M -$1.59M -67,674 -1%
HFS
2
Hantz Financial Services
Michigan
$21.2M +$9.28M +394,476 +79%
PWM
3
Prentice Wealth Management
New York
$14.8M +$704K +29,946 +5%
LPL Financial
4
LPL Financial
California
$10.3M +$1.43M +60,697 +16%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.5M +$550K +23,390 +19%
Wells Fargo
6
Wells Fargo
California
$2.65M +$893K +37,980 +51%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$2.48M +$580K +24,657 +31%
IAIM
8
International Assets Investment Management
Florida
$2.32M +$406K +17,275 +21%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.27M +$1.11M +47,386 +98%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$934K +$212K +9,010 +30%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$892K +$884K +37,578 New
MML Investors Services
12
MML Investors Services
Massachusetts
$772K -$41.6K -1,768 -5%
VA
13
Valmark Advisers
Ohio
$629K +$14.9K +634 +2%
KA
14
Kovack Advisors
Florida
$567K +$562K +23,913 New
Jane Street
15
Jane Street
New York
$520K -$1.51M -64,244 -75%
CA
16
Cetera Advisors
Colorado
$490K +$486K +20,647 New
JWCA
17
J.W. Cole Advisors
Florida
$432K +$2K +85 +0.5%
AAM
18
Advisors Asset Management
Colorado
$315K -$79.1K -3,365 -20%
RIA
19
Regal Investment Advisors
Michigan
$296K -$13.1K -557 -4%
CAN
20
Cetera Advisor Networks
California
$258K +$256K +10,874 New
WEG
21
World Equity Group
Illinois
$240K +$237K +10,094 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$210K +$208K +8,839 New
CTC
23
Central Trust Company
Missouri
$142K +$5.74K +244 +4%
JP Morgan Chase
24
JP Morgan Chase
New York
$83.7K -$141 -6 -0.2%
US Bancorp
25
US Bancorp
Minnesota
$71.4K +$70.7K +3,008 New

FLHY Hedge Fund Activity: Q1 2024 in Review

31 of the 6,945 institutional investors tracked by Wall St. Rank reported a position in Franklin High Yield Corporate ETF (FLHY) for Q1 2024, worth a combined $191M — up 8.9% from $175M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FLHY positions and 1 closed out — a net gain of 9 holders — while 14 added to existing stakes and 7 trimmed.

The largest buyer was Hantz Financial Services, adding an estimated $9.28M. The largest seller was Franklin Resources, cutting an estimated $1.59M.

  • 31 institutional investors held Franklin High Yield Corporate ETF (FLHY) as of Q1 2024, up from 22 in Q4 2023.
  • Funds reported $191M of Franklin High Yield Corporate ETF stock for Q1 2024, up 8.9% quarter-over-quarter.
  • 10 funds opened new Franklin High Yield Corporate ETF positions in Q1 2024 and 1 closed out, a net change of +9 holders.
  • The largest Franklin High Yield Corporate ETF buyer in Q1 2024 was Hantz Financial Services, an estimated $9.28M added.
  • The largest Franklin High Yield Corporate ETF seller in Q1 2024 was Franklin Resources, an estimated $1.59M sold.

Based on aggregated 13F filings for Q1 2024.