Franklin International Aggregate Bond ETF
FLIA
28 hedge funds and large institutions have $365M invested in Franklin International Aggregate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
17% more funds holding
Funds holding: 24 → 28 (+4)
16% more capital invested
Capital invested by funds: $313M → $365M (+$51.6M)
3.57% more ownership
Funds ownership: 70.77% → 74.34% (+3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
+$30.1M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$15.6M |
| 3 |
LPL Financial
San Diego,
California
|
+$3.91M |
| 4 |
APW
Acima Private Wealth
Richmond,
Virginia
|
+$2.31M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$1.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$761K |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$329K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$272K |
| 4 |
AA
ACT Advisors
Asheville,
North Carolina
|
-$60.8K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$44.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $5K | – | – | – |
|
27
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $182 | – | – | – |
|
28
Morgan Stanley
New York
| $21 | +$20 | +1 | New |
|
|
RIA
29
Regal Investment Advisors
Kentwood,
Michigan
| – | -$761K | -37,298 | Closed |
|
FLIA Hedge Fund Activity: Q1 2024 in Review
28 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Franklin International Aggregate Bond ETF (FLIA) for Q1 2024, worth a combined $365M — up 16% from $313M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FLIA positions and 1 closed out — a net gain of 4 holders — while 11 added to existing stakes and 7 trimmed.
The largest buyer was Hantz Financial Services, adding an estimated $30.1M. The largest seller was Regal Investment Advisors, exiting entirely with an estimated $761K sold.
- 28 institutional investors held Franklin International Aggregate Bond ETF (FLIA) as of Q1 2024, up from 24 in Q4 2023.
- Funds reported $365M of Franklin International Aggregate Bond ETF stock for Q1 2024, up 16% quarter-over-quarter.
- 5 funds opened new Franklin International Aggregate Bond ETF positions in Q1 2024 and 1 closed out, a net change of +4 holders.
- The largest Franklin International Aggregate Bond ETF buyer in Q1 2024 was Hantz Financial Services, an estimated $30.1M added.
- The largest Franklin International Aggregate Bond ETF seller in Q1 2024 was Regal Investment Advisors, an estimated $761K sold.
Based on aggregated 13F filings for Q1 2024.