Franklin International Aggregate Bond ETF
FLIA
27 hedge funds and large institutions have $407M invested in Franklin International Aggregate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 3 closing their positions.
12% more capital invested
Capital invested by funds: $365M → $407M (+$42.3M)
1.56% more ownership
Funds ownership: 74.34% → 75.89% (+1.6%)
4% less funds holding
Funds holding: 28 → 27 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
36% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
+$23M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$13.2M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$8.89M |
| 4 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$422K |
| 5 |
APW
Acima Private Wealth
Richmond,
Virginia
|
+$62.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$640K |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$627K |
| 3 |
YAL
Your Advocates Ltd
Houston,
Texas
|
-$293K |
| 4 |
Jane Street
New York
|
-$212K |
| 5 |
LPL Financial
San Diego,
California
|
-$131K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TWC
26
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $806 | +$804 | +40 | New |
|
27
Morgan Stanley
New York
| $31 | – | – | – |
|
|
VWA
28
Visionary Wealth Advisors
O'fallon,
Illinois
| – | -$640K | -31,634 | Closed |
|
|
KA
29
Kozak & Associates
Highlands Ranch,
Colorado
| – | -$6.62K | -328 | Closed |
|
30
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$182 | -9 | Closed |
|
FLIA Hedge Fund Activity: Q2 2024 in Review
27 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Franklin International Aggregate Bond ETF (FLIA) for Q2 2024, worth a combined $407M — up 12% from $365M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of FLIA and 2 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 7 added.
The largest buyer was Hantz Financial Services, adding an estimated $23M. The largest seller was Visionary Wealth Advisors, exiting entirely with an estimated $640K sold.
- 27 institutional investors held Franklin International Aggregate Bond ETF (FLIA) as of Q2 2024, down from 28 in Q1 2024.
- Funds reported $407M of Franklin International Aggregate Bond ETF stock for Q2 2024, up 12% quarter-over-quarter.
- 2 funds opened new Franklin International Aggregate Bond ETF positions in Q2 2024 and 3 closed out, a net change of -1 holder.
- The largest Franklin International Aggregate Bond ETF buyer in Q2 2024 was Hantz Financial Services, an estimated $23M added.
- The largest Franklin International Aggregate Bond ETF seller in Q2 2024 was Visionary Wealth Advisors, an estimated $640K sold.
Based on aggregated 13F filings for Q2 2024.