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Franklin FTSE Switzerland ETF

20 hedge funds and large institutions have $30.7M invested in Franklin FTSE Switzerland ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

69% more capital invested

Capital invested by funds: $18.1M → $30.7M (+$12.6M)

33% more funds holding

Funds holding: 1520 (+5)

20.57% more ownership

Funds ownership: 36.31%56.88% (+21%)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

Holders
20
Holders Change
+5
Holders Change %
+33.33%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
4
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1
Marotta Asset Management
Virginia
$7.24M +$7.4M +228,088 New
IC
2
Innealta Capital
Texas
$5.1M
Jane Street
3
Jane Street
New York
$4.57M +$2.94M +90,775 +171%
PCH
4
PGIM Custom Harvest
New Jersey
$4.57M -$117K -3,617 -2%
Citadel Advisors
5
Citadel Advisors
Florida
$1.78M +$716K +22,075 +65%
Corient Private Wealth
6
Corient Private Wealth
Florida
$1.61M +$371K +11,433 +29%
LPL Financial
7
LPL Financial
California
$1.36M -$304K -9,372 -18%
Bank Julius Baer & Co
8
Bank Julius Baer & Co
Switzerland
$1.09M -$21K -646 -2%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$946K +$927K +28,576 New
Franklin Resources
10
Franklin Resources
California
$794K
MMH
11
Menora Mivtachim Holdings
Israel
$476K +$487K +15,000 New
RPGK
12
Retirement Planning Group (Kansas)
Kansas
$350K -$7.43K -229 -2%
RJA
13
Raymond James & Associates
Florida
$342K +$811 +25 +0.2%
OMC
14
Old Mission Capital
Illinois
$291K
CLOS
15
Compagnie Lombard Odier SCmA
Switzerland
$159K +$162K +5,000 New
Bank of America
16
Bank of America
North Carolina
$32.8K -$17.8K -550 -35%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$19.1K
Morgan Stanley
18
Morgan Stanley
New York
$13.8K -$2.04K -63 -13%
UBS Group
19
UBS Group
Switzerland
$4.99K +$5.09K +157 New
Wells Fargo
20
Wells Fargo
California
$32 +$32 +1 New
OCM
21
Orion Capital Management
California
-$18.3K -585 Closed

FLSW Hedge Fund Activity: Q2 2023 in Review

20 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Franklin FTSE Switzerland ETF (FLSW) for Q2 2023, worth a combined $30.7M — up 69% from $18.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FLSW positions and 1 closed out — a net gain of 5 holders — while 4 added to existing stakes and 6 trimmed.

The largest buyer was Jane Street, adding an estimated $2.94M. The largest seller was LPL Financial, cutting an estimated $304K.

  • 20 institutional investors held Franklin FTSE Switzerland ETF (FLSW) as of Q2 2023, up from 15 in Q1 2023.
  • Funds reported $30.7M of Franklin FTSE Switzerland ETF stock for Q2 2023, up 69% quarter-over-quarter.
  • 6 funds opened new Franklin FTSE Switzerland ETF positions in Q2 2023 and 1 closed out, a net change of +5 holders.
  • The largest Franklin FTSE Switzerland ETF buyer in Q2 2023 was Jane Street, an estimated $2.94M added.
  • The largest Franklin FTSE Switzerland ETF seller in Q2 2023 was LPL Financial, an estimated $304K sold.

Based on aggregated 13F filings for Q2 2023.