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Franklin FTSE Switzerland ETF

20 hedge funds and large institutions have $34.1M invested in Franklin FTSE Switzerland ETF in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

11% more funds holding

Funds holding: 1820 (+2)

2.46% less ownership

Funds ownership: 69.5%67.04% (-2.5%)

15% less capital invested

Capital invested by funds: $40.2M → $34.1M (-$6.03M)

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
5
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
1
Morningstar Investment Management
Illinois
$10.2M
MAM
2
Marotta Asset Management
Virginia
$8.08M +$353K +10,441 +4%
PCH
3
PGIM Custom Harvest
New Jersey
$6.08M +$466K +13,756 +8%
IC
4
Innealta Capital
Texas
$3.08M
EWA
5
EP Wealth Advisors
California
$2.04M -$47.4K -1,400 -2%
Corient Private Wealth
6
Corient Private Wealth
Florida
$1.31M -$3.65K -108 -0.2%
Bank Julius Baer & Co
7
Bank Julius Baer & Co
Switzerland
$1.12M +$74.4K +2,198 +7%
Bank of America
8
Bank of America
North Carolina
$871K +$923K +27,258 New
QCM
9
Quantinno Capital Management
New York
$742K +$23.2K +685 +3%
Raymond James Financial
10
Raymond James Financial
Florida
$269K +$285K +8,420 New
VCM
11
Vivaldi Capital Management
Illinois
$232K +$227K +6,707 New
CLOS
12
Compagnie Lombard Odier SCmA
Switzerland
$79.9K
EBA
13
Eagle Bay Advisors
New York
$39.5K
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$19.2K
Morgan Stanley
15
Morgan Stanley
New York
$9.63K +$34 +1 +0.3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$6K +$6.19K +183 New
WSFS
17
Wilmington Savings Fund Society
Delaware
$3.23K +$3.42K +101 New
AWM
18
AE Wealth Management
Kansas
$2.81K +$2.98K +88 New
UBS Group
19
UBS Group
Switzerland
$607 +$643 +19 New
Wells Fargo
20
Wells Fargo
California
$40 -$440 -13 -93%
Jane Street
21
Jane Street
New York
-$2.13M -59,093 Closed
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
-$649K -17,891 Closed
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
-$563K -15,631 Closed
GS
24
GTS Securities
New York
-$275K -7,636 Closed

FLSW Hedge Fund Activity: Q4 2024 in Review

20 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Franklin FTSE Switzerland ETF (FLSW) for Q4 2024, worth a combined $34.1M — down 15% from $40.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FLSW positions and 4 closed out — a net gain of 3 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Bank of America, opening a new position worth an estimated $923K. The largest seller was Jane Street, exiting entirely with an estimated $2.13M sold.

  • 20 institutional investors held Franklin FTSE Switzerland ETF (FLSW) as of Q4 2024, up from 18 in Q3 2024.
  • Funds reported $34.1M of Franklin FTSE Switzerland ETF stock for Q4 2024, down 15% quarter-over-quarter.
  • 7 funds opened new Franklin FTSE Switzerland ETF positions in Q4 2024 and 4 closed out, a net change of +3 holders.
  • The largest Franklin FTSE Switzerland ETF buyer in Q4 2024 was Bank of America, an estimated $923K added.
  • The largest Franklin FTSE Switzerland ETF seller in Q4 2024 was Jane Street, an estimated $2.13M sold.

Based on aggregated 13F filings for Q4 2024.