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Franklin High Yield Corporate ETF

59 hedge funds and large institutions have $504M invested in Franklin High Yield Corporate ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

23% more funds holding

Funds holding: 4859 (+11)

4% more capital invested

Capital invested by funds: $483M → $504M (+$21.3M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

11.34% less ownership

Funds ownership: 95.86%84.53% (-11%)

Holders
59
Holders Change
+11
Holders Change %
+22.92%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
23
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$322M -$17.5M -724,194 -5%
HFS
2
Hantz Financial Services
Michigan
$37M +$3.86M +160,137 +12%
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$23.9M +$24.1M +1,000,000 New
PWM
4
Prentice Wealth Management
New York
$17.8M +$803K +33,292 +5%
DAS
5
Dynamic Advisor Solutions
Arizona
$15.1M +$375K +15,543 +3%
LPL Financial
6
LPL Financial
California
$14.3M -$191K -7,923 -1%
KAM
7
Kensington Asset Management
Texas
$9.56M
Ameriprise
8
Ameriprise
Minnesota
$8.52M +$2.11M +87,575 +33%
OPAM
9
Ocean Park Asset Management
California
$6.83M
Wells Fargo
10
Wells Fargo
California
$5.58M +$1.18M +48,990 +27%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$5.25M +$1.93M +79,924 +57%
CWMS
12
Cannon Wealth Management Services
North Carolina
$4.43M -$889K -36,871 -17%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.06M +$62.4K +2,589 +2%
PA
14
PFG Advisors
Arizona
$2.92M +$291K +12,075 +11%
Raymond James Financial
15
Raymond James Financial
Florida
$2.64M +$2.66M +110,498 New
IAIM
16
International Assets Investment Management
Florida
$2.1M -$61.9M -2,567,981 -97%
SA
17
Sovran Advisors
California
$2.07M +$2.1M +86,966 New
AWS
18
Atria Wealth Solutions
New York
$1.85M +$1.87M +77,426 New
Citadel Advisors
19
Citadel Advisors
Florida
$1.56M +$1.58M +65,426 New
WCM
20
Winebrenner Capital Management
Kentucky
$1.51M +$1.53M +63,307 New
CPP
21
Capasso Planning Partners
South Carolina
$1.49M -$1.17M -48,391 -44%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$1.36M +$1.37M +56,782 New
KAS
23
Kestra Advisory Services
Texas
$1.15M +$1.16M +48,262 New
KA
24
Kovack Advisors
Florida
$1.1M +$274K +11,347 +33%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$952K +$43.7K +1,812 +5%

FLHY Hedge Fund Activity: Q4 2024 in Review

59 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Franklin High Yield Corporate ETF (FLHY) for Q4 2024, worth a combined $504M — up 4.4% from $483M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FLHY positions and 3 closed out — a net gain of 15 holders — while 23 added to existing stakes and 13 trimmed.

The largest buyer was State of New Jersey Common Pension Fund D, opening a new position worth an estimated $24.1M. The largest seller was International Assets Investment Management, cutting an estimated $61.9M.

  • 59 institutional investors held Franklin High Yield Corporate ETF (FLHY) as of Q4 2024, up from 48 in Q3 2024.
  • Funds reported $504M of Franklin High Yield Corporate ETF stock for Q4 2024, up 4.4% quarter-over-quarter.
  • 18 funds opened new Franklin High Yield Corporate ETF positions in Q4 2024 and 3 closed out, a net change of +15 holders.
  • The largest Franklin High Yield Corporate ETF buyer in Q4 2024 was State of New Jersey Common Pension Fund D, an estimated $24.1M added.
  • The largest Franklin High Yield Corporate ETF seller in Q4 2024 was International Assets Investment Management, an estimated $61.9M sold.

Based on aggregated 13F filings for Q4 2024.