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Franklin International Aggregate Bond ETF

19 hedge funds and large institutions have $263M invested in Franklin International Aggregate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 4 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

90% more funds holding

Funds holding: 1019 (+9)

44% more capital invested

Capital invested by funds: $183M → $263M (+$79.7M)

0% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 4

1.23% less ownership

Funds ownership: 96.22%94.99% (-1.2%)

Holders
19
Holders Change
+9
Holders Change %
+90%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
4
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$183M +$3.65M +186,900 +2%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$69.5M +$69M +3,531,146 New
Bank of America
3
Bank of America
North Carolina
$3.68M +$144K +7,392 +4%
OMC
4
Old Mission Capital
Illinois
$1.49M +$946K +48,425 +176%
LPL Financial
5
LPL Financial
California
$1.05M -$42.6K -2,182 -4%
YAL
6
Your Advocates Ltd
Texas
$672K -$492K -25,184 -42%
RIA
7
Regal Investment Advisors
Michigan
$661K +$657K +33,602 New
Citadel Advisors
8
Citadel Advisors
Florida
$508K +$505K +25,830 New
Jane Street
9
Jane Street
New York
$406K +$403K +20,633 New
MFA
10
Millington Financial Advisors
Illinois
$378K -$3.44K -176 -0.9%
MC
11
Matisse Capital
Oregon
$307K +$305K +15,600 New
OWM
12
Opes Wealth Management
California
$268K +$266K +13,600 New
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$230K +$229K +11,704 New
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$202K +$201K +10,270 New
DZ Bank
15
DZ Bank
Germany
$123K -$13.6K -696 -10%
PTC
16
Private Trust Company
Ohio
$82.3K +$81.8K +4,183 New
Osaic Holdings
17
Osaic Holdings
Arizona
$59.5K +$57.2K +2,928 +3,082%
AF
18
Allworth Financial
California
$23.4K
UBS Group
19
UBS Group
Switzerland
$2.85K +$2.83K +145 New
HighTower Advisors
20
HighTower Advisors
Illinois
-$1.22M -63,541 Closed

FLIA Hedge Fund Activity: Q1 2023 in Review

19 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Franklin International Aggregate Bond ETF (FLIA) for Q1 2023, worth a combined $263M — up 44% from $183M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FLIA positions and 1 closed out — a net gain of 9 holders — while 4 added to existing stakes and 4 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $69M. The largest seller was HighTower Advisors, exiting entirely with an estimated $1.22M sold.

  • 19 institutional investors held Franklin International Aggregate Bond ETF (FLIA) as of Q1 2023, up from 10 in Q4 2022.
  • Funds reported $263M of Franklin International Aggregate Bond ETF stock for Q1 2023, up 44% quarter-over-quarter.
  • 10 funds opened new Franklin International Aggregate Bond ETF positions in Q1 2023 and 1 closed out, a net change of +9 holders.
  • The largest Franklin International Aggregate Bond ETF buyer in Q1 2023 was Wealth Enhancement Advisory Services, an estimated $69M added.
  • The largest Franklin International Aggregate Bond ETF seller in Q1 2023 was HighTower Advisors, an estimated $1.22M sold.

Based on aggregated 13F filings for Q1 2023.