Franklin International Aggregate Bond ETF
FLIA
33 hedge funds and large institutions have $485M invested in Franklin International Aggregate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 1 closing their positions.
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
38% more funds holding
Funds holding: 24 → 33 (+9)
7% more capital invested
Capital invested by funds: $452M → $485M (+$33.1M)
1.93% more ownership
Funds ownership: 77.37% → 79.3% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$23.2M |
| 2 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
+$6.28M |
| 3 |
SIM
Stratos Investment Management
Beachwood,
Ohio
|
+$4.54M |
| 4 |
RL
Retireful LLC
Haslett,
Michigan
|
+$2.42M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$2.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KW
KWB Wealth
Redlands,
California
|
-$2.66M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$160K |
| 3 |
YAL
Your Advocates Ltd
Houston,
Texas
|
-$103K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$24.2K |
| 5 |
AA
ACT Advisors
Asheville,
North Carolina
|
-$14K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
BlackRock
New York
| $88.9K | +$90.6K | +4,382 | New |
|
|
ME
27
McIlrath & Eck
Arlington,
Washington
| $46.4K | +$47.3K | +2,290 | New |
|
28
JP Morgan Chase
New York
| $36.6K | +$37.3K | +1,806 | New |
|
29
Osaic Holdings
Scottsdale,
Arizona
| $11.2K | +$7.86K | +380 | +222% |
|
|
PS
30
Principal Securities
Des Moines,
Iowa
| $2.29K | +$2.34K | +113 | New |
|
|
31
UBS Group
Zurich,
Switzerland
| $1.03K | -$24.2K | -1,169 | -96% |
|
|
FIM
32
FWL Investment Management
Dallas,
Texas
| $958 | – | – | – |
|
33
Morgan Stanley
New York
| $40 | – | – | – |
|
|
KW
34
KWB Wealth
Redlands,
California
| – | -$2.66M | -131,932 | Closed |
|
FLIA Hedge Fund Activity: Q4 2024 in Review
33 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Franklin International Aggregate Bond ETF (FLIA) for Q4 2024, worth a combined $485M — up 7.3% from $452M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FLIA positions and 1 closed out — a net gain of 9 holders — while 13 added to existing stakes and 7 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $23.2M. The largest seller was KWB Wealth, exiting entirely with an estimated $2.66M sold.
- 33 institutional investors held Franklin International Aggregate Bond ETF (FLIA) as of Q4 2024, up from 24 in Q3 2024.
- Funds reported $485M of Franklin International Aggregate Bond ETF stock for Q4 2024, up 7.3% quarter-over-quarter.
- 10 funds opened new Franklin International Aggregate Bond ETF positions in Q4 2024 and 1 closed out, a net change of +9 holders.
- The largest Franklin International Aggregate Bond ETF buyer in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $23.2M added.
- The largest Franklin International Aggregate Bond ETF seller in Q4 2024 was KWB Wealth, an estimated $2.66M sold.
Based on aggregated 13F filings for Q4 2024.