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Franklin International Aggregate Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 2428 (+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%)

Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$168M +$1.86M +92,543 +1%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$128M +$15.6M +774,654 +14%
HFS
3
Hantz Financial Services
Michigan
$42.7M +$30.1M +1,497,203 +244%
LPL Financial
4
LPL Financial
California
$8.85M +$3.91M +194,484 +80%
Bank of America
5
Bank of America
North Carolina
$2.94M -$272K -13,530 -9%
KW
6
KWB Wealth
California
$2.75M +$342K +16,999 +14%
APW
7
Acima Private Wealth
Virginia
$2.32M +$2.31M +114,660 New
BCM
8
Brookstone Capital Management
Illinois
$1.39M -$329K -16,357 -19%
Jane Street
9
Jane Street
New York
$1.06M +$15.5K +770 +1%
AA
10
ACT Advisors
North Carolina
$1.03M -$60.8K -3,022 -6%
YAL
11
Your Advocates Ltd
Texas
$926K +$45.8K +2,278 +5%
FIA
12
Foundations Investment Advisors
Arizona
$736K +$732K +36,370 New
VWA
13
Visionary Wealth Advisors
Illinois
$640K +$31.3K +1,555 +5%
OWM
14
Opes Wealth Management
California
$620K +$24K +1,192 +4%
FCT
15
Family Capital Trust
Massachusetts
$452K
PCIA
16
Prime Capital Investment Advisors
Kansas
$346K -$2.35K -117 -0.7%
MFA
17
Millington Financial Advisors
Illinois
$337K -$4.91K -244 -1%
MC
18
Matisse Capital
Oregon
$316K
HighTower Advisors
19
HighTower Advisors
Illinois
$237K -$44.4K -2,204 -16%
DZ Bank
20
DZ Bank
Germany
$189K +$146K +7,243 +347%
CTC
21
Central Trust Company
Missouri
$105K +$40.6K +2,017 +64%
PTC
22
Private Trust Company
Ohio
$80.6K
UBS Group
23
UBS Group
Switzerland
$38.5K +$38.3K +1,904 New
Osaic Holdings
24
Osaic Holdings
Arizona
$8.98K -$29.2K -1,450 -77%
KA
25
Kozak & Associates
Colorado
$6.62K +$6.6K +328 New

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.