Franklin International Aggregate Bond ETF
FLIA
24 hedge funds and large institutions have $313M invested in Franklin International Aggregate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
9% more funds holding
Funds holding: 22 → 24 (+2)
6% more capital invested
Capital invested by funds: $295M → $313M (+$18.6M)
23.73% less ownership
Funds ownership: 94.49% → 70.77% (-24%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
+$12.1M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$9.32M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$1.68M |
| 4 |
KW
KWB Wealth
Redlands,
California
|
+$1.34M |
| 5 |
Jane Street
New York
|
+$728K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$19.7M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.01M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$462K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$252K |
| 5 |
CTC
Central Trust Company
Jefferson City,
Missouri
|
-$233K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$252K | -12,957 | Closed |
|
|
AF
27
Allworth Financial
Folsom,
California
| – | -$23.1K | -1,191 | Closed |
|
28
UBS Group
Zurich,
Switzerland
| – | -$2.82K | -145 | Closed |
|
FLIA Hedge Fund Activity: Q4 2023 in Review
24 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Franklin International Aggregate Bond ETF (FLIA) for Q4 2023, worth a combined $313M — up 6.3% from $295M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FLIA positions and 4 closed out — a net gain of 2 holders — while 9 added to existing stakes and 6 trimmed.
The largest buyer was Hantz Financial Services, opening a new position worth an estimated $12.1M. The largest seller was Franklin Resources, cutting an estimated $19.7M.
- 24 institutional investors held Franklin International Aggregate Bond ETF (FLIA) as of Q4 2023, up from 22 in Q3 2023.
- Funds reported $313M of Franklin International Aggregate Bond ETF stock for Q4 2023, up 6.3% quarter-over-quarter.
- 6 funds opened new Franklin International Aggregate Bond ETF positions in Q4 2023 and 4 closed out, a net change of +2 holders.
- The largest Franklin International Aggregate Bond ETF buyer in Q4 2023 was Hantz Financial Services, an estimated $12.1M added.
- The largest Franklin International Aggregate Bond ETF seller in Q4 2023 was Franklin Resources, an estimated $19.7M sold.
Based on aggregated 13F filings for Q4 2023.