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Franklin International Aggregate Bond ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 2433 (+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%)

Holders
33
Holders Change
+9
Holders Change %
+37.5%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
13
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$189M +$23.2M +1,122,117 +14%
Franklin Resources
2
Franklin Resources
California
$183M +$2.27M +110,042 +1%
HFS
3
Hantz Financial Services
Michigan
$78.1M +$6.28M +303,991 +9%
LPL Financial
4
LPL Financial
California
$7.86M +$658K +31,819 +9%
SIM
5
Stratos Investment Management
Ohio
$5.74M +$4.54M +219,635 +346%
Bank of America
6
Bank of America
North Carolina
$3.13M -$5.44K -263 -0.2%
APW
7
Acima Private Wealth
Virginia
$2.59M +$90K +4,355 +4%
RL
8
Retireful LLC
Michigan
$2.37M +$2.42M +116,855 New
FIA
9
Foundations Investment Advisors
Arizona
$2.27M +$300K +14,501 +15%
Citadel Advisors
10
Citadel Advisors
Florida
$2.2M +$2.24M +108,442 New
Jane Street
11
Jane Street
New York
$1.96M +$1.3M +62,958 +187%
IAA
12
Independent Advisor Alliance
North Carolina
$1.93M +$1.96M +95,061 New
AA
13
ACT Advisors
North Carolina
$980K -$14K -676 -1%
FF
14
Fortitude Financial
Washington
$847K +$863K +41,749 New
OWM
15
Opes Wealth Management
California
$674K +$22.3K +1,078 +3%
YAL
16
Your Advocates Ltd
Texas
$461K -$103K -4,989 -18%
FCT
17
Family Capital Trust
Massachusetts
$454K +$1.28K +62 +0.3%
NAM
18
NorthCrest Asset Manangement
Minnesota
$406K +$414K +20,044 New
MC
19
Matisse Capital
Oregon
$316K
MFA
20
Millington Financial Advisors
Illinois
$315K -$11.2K -540 -3%
BCM
21
Brookstone Capital Management
Illinois
$269K -$160K -7,761 -37%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$249K +$253K +12,259 New
CTC
23
Central Trust Company
Missouri
$159K +$18.4K +891 +13%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$114K +$58.3K +2,822 +101%
PTC
25
Private Trust Company
Ohio
$91.3K -$1.12K -54 -1%

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.