Franklin FTSE Taiwan ETF
FLTW
12 hedge funds and large institutions have $19.6M invested in Franklin FTSE Taiwan ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
63% more capital invested
Capital invested by funds: $12.1M → $19.6M (+$7.54M)
50% more funds holding
Funds holding: 8 → 12 (+4)
3.88% more ownership
Funds ownership: 53.8% → 57.68% (+3.9%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Marotta Asset Management
Charlottesville,
Virginia
|
+$3.8M |
| 2 |
IC
Innealta Capital
Austin,
Texas
|
+$2.75M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$856K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$526K |
| 5 |
LPL Financial
San Diego,
California
|
+$246K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$2.39M |
| 2 |
PSUF
People's United Financial
Bridgeport,
Connecticut
|
-$64.6K |
| 3 |
LK
Lumbard & Kellner
Hollis,
New Hampshire
|
-$29.3K |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Bank of America
Charlotte,
North Carolina
| $6.88M | +$856K | +21,202 | +15% |
|
|
LK
2
Lumbard & Kellner
Hollis,
New Hampshire
| $4.76M | -$29.3K | -725 | -0.7% |
|
|
MAM
3
Marotta Asset Management
Charlottesville,
Virginia
| $3.93M | +$3.8M | +94,105 | New |
|
|
IC
4
Innealta Capital
Austin,
Texas
| $2.84M | +$2.75M | +68,165 | New |
|
|
5
Envestnet Asset Management
Chicago,
Illinois
| $543K | +$526K | +13,031 | New |
|
|
6
LPL Financial
San Diego,
California
| $254K | +$246K | +6,098 | New |
|
|
PSUF
7
People's United Financial
Bridgeport,
Connecticut
| $218K | -$64.6K | -1,600 | -23% |
|
|
GRP
8
Global Retirement Partners
San Rafael,
California
| $132K | +$128K | +3,164 | New |
|
|
AII
9
AGF Investments Inc
Toronto,
Ontario, Canada
| $10K | – | – | – |
|
10
Osaic Holdings
Scottsdale,
Arizona
| $10K | +$10.1K | +251 | New |
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| $4K | – | – | – |
|
|
12
Franklin Resources
San Mateo,
California
| – | -$2.39M | -65,000 | Closed |
|
|
13
Bessemer Group
Woodbridge,
New Jersey
| – | -$2K | -62 | Closed |
|
FLTW Hedge Fund Activity: Q1 2021 in Review
12 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Franklin FTSE Taiwan ETF (FLTW) for Q1 2021, worth a combined $19.6M — up 63% from $12.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FLTW positions and 2 closed out — a net gain of 4 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Marotta Asset Management, opening a new position worth an estimated $3.8M. The largest seller was Franklin Resources, exiting entirely with an estimated $2.39M sold.
- 12 institutional investors held Franklin FTSE Taiwan ETF (FLTW) as of Q1 2021, up from 8 in Q4 2020.
- Funds reported $19.6M of Franklin FTSE Taiwan ETF stock for Q1 2021, up 63% quarter-over-quarter.
- 6 funds opened new Franklin FTSE Taiwan ETF positions in Q1 2021 and 2 closed out, a net change of +4 holders.
- The largest Franklin FTSE Taiwan ETF buyer in Q1 2021 was Marotta Asset Management, an estimated $3.8M added.
- The largest Franklin FTSE Taiwan ETF seller in Q1 2021 was Franklin Resources, an estimated $2.39M sold.
Based on aggregated 13F filings for Q1 2021.