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Franklin International Aggregate Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 2827 (-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

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$177M +$8.89M +442,134 +5%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$141M +$13.2M +654,847 +10%
HFS
3
Hantz Financial Services
Michigan
$65.6M +$23M +1,144,783 +54%
LPL Financial
4
LPL Financial
California
$8.69M -$131K -6,503 -1%
Bank of America
5
Bank of America
North Carolina
$2.87M -$56.8K -2,824 -2%
KW
6
KWB Wealth
California
$2.72M -$27.3K -1,359 -1%
APW
7
Acima Private Wealth
Virginia
$2.37M +$62.4K +3,101 +3%
FIA
8
Foundations Investment Advisors
Arizona
$1.16M +$422K +20,986 +58%
AA
9
ACT Advisors
North Carolina
$1.01M -$13K -647 -1%
Jane Street
10
Jane Street
New York
$846K -$212K -10,549 -20%
BCM
11
Brookstone Capital Management
Illinois
$762K -$627K -31,152 -45%
YAL
12
Your Advocates Ltd
Texas
$629K -$293K -14,565 -32%
OWM
13
Opes Wealth Management
California
$625K +$7.16K +356 +1%
FCT
14
Family Capital Trust
Massachusetts
$450K
MFA
15
Millington Financial Advisors
Illinois
$326K -$8.99K -447 -3%
MC
16
Matisse Capital
Oregon
$314K
PCIA
17
Prime Capital Investment Advisors
Kansas
$247K -$97.1K -4,828 -28%
HighTower Advisors
18
HighTower Advisors
Illinois
$237K
DZ Bank
19
DZ Bank
Germany
$188K
CTC
20
Central Trust Company
Missouri
$120K +$15.8K +785 +15%
PTC
21
Private Trust Company
Ohio
$80.3K
UBS Group
22
UBS Group
Switzerland
$22.1K -$16.3K -809 -42%
PIS
23
POM Investment Strategies
North Carolina
$6.33K +$6.32K +314 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$5K
Osaic Holdings
25
Osaic Holdings
Arizona
$3.45K -$5.49K -273 -61%

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.