Franklin Ultra Short Bond ETF
FLUD
8 hedge funds and large institutions have $3.34M invested in Franklin Ultra Short Bond ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
49% more capital invested
Capital invested by funds: $2.24M → $3.34M (+$1.1M)
33% more funds holding
Funds holding: 6 → 8 (+2)
7.02% more ownership
Funds ownership: 60% → 67.02% (+7%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Prosperity Financial Group
San Ramon,
California
|
+$1.51M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
+$181K |
| 3 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
+$25.1K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$1.39K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$405K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$161K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$54.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFG
1
Prosperity Financial Group
San Ramon,
California
| $1.51M | +$1.51M | +60,657 | New |
|
|
2
Citadel Advisors
Miami,
Florida
| $930K | -$161K | -6,490 | -15% |
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $385K | – | – | – |
|
|
4
Jane Street
New York
| $231K | -$405K | -16,288 | -64% |
|
|
IA
5
IFP Advisors
Tampa,
Florida
| $182K | +$181K | +7,300 | New |
|
6
Franklin Resources
San Mateo,
California
| $74.8K | – | – | – |
|
|
FDCDDQ
7
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $25.1K | +$25.1K | +1,008 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| $1.87K | +$1.39K | +56 | +295% |
|
|
9
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$54.7K | -2,198 | Closed |
|
FLUD Hedge Fund Activity: Q2 2024 in Review
8 of the 6,927 institutional investors tracked by Wall St. Rank reported a position in Franklin Ultra Short Bond ETF (FLUD) for Q2 2024, worth a combined $3.34M — up 49% from $2.24M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new FLUD positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Prosperity Financial Group, opening a new position worth an estimated $1.51M. The largest seller was Jane Street, cutting an estimated $405K.
- 8 institutional investors held Franklin Ultra Short Bond ETF (FLUD) as of Q2 2024, up from 6 in Q1 2024.
- Funds reported $3.34M of Franklin Ultra Short Bond ETF stock for Q2 2024, up 49% quarter-over-quarter.
- 3 funds opened new Franklin Ultra Short Bond ETF positions in Q2 2024 and 1 closed out, a net change of +2 holders.
- The largest Franklin Ultra Short Bond ETF buyer in Q2 2024 was Prosperity Financial Group, an estimated $1.51M added.
- The largest Franklin Ultra Short Bond ETF seller in Q2 2024 was Jane Street, an estimated $405K sold.
Based on aggregated 13F filings for Q2 2024.