Franklin Ultra Short Bond ETF
FLUD
8 hedge funds and large institutions have $4.04M invested in Franklin Ultra Short Bond ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 2 closing their positions.
21% more capital invested
Capital invested by funds: $3.34M → $4.04M (+$695K)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
2.29% less ownership
Funds ownership: 67.02% → 64.73% (-2.3%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EMAM
Encompass More Asset Management
Danville,
California
|
+$1.84M |
| 2 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$498K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$1.92K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Prosperity Financial Group
San Ramon,
California
|
-$968K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$447K |
| 3 |
Jane Street
New York
|
-$231K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.87K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EMAM
1
Encompass More Asset Management
Danville,
California
| $1.84M | +$1.84M | +73,848 | New |
|
|
PFG
2
Prosperity Financial Group
San Ramon,
California
| $544K | -$968K | -38,860 | -64% |
|
|
IWM
3
IHT Wealth Management
Chicago,
Illinois
| $498K | +$498K | +20,000 | New |
|
|
4
Citadel Advisors
Miami,
Florida
| $483K | -$447K | -17,953 | -48% |
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $385K | – | – | – |
|
|
IA
6
IFP Advisors
Tampa,
Florida
| $184K | +$1.92K | +77 | +1% |
|
7
Franklin Resources
San Mateo,
California
| $74.7K | – | – | – |
|
|
FDCDDQ
8
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $24.9K | – | – | – |
|
|
9
Jane Street
New York
| – | -$231K | -9,256 | Closed |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$1.87K | -75 | Closed |
|
FLUD Hedge Fund Activity: Q3 2024 in Review
8 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in Franklin Ultra Short Bond ETF (FLUD) for Q3 2024, worth a combined $4.04M — up 21% from $3.34M a quarter earlier.
Fund positioning in FLUD was balanced in Q3 2024: 2 funds opened new positions, 2 closed out, 1 added to existing stakes and 2 trimmed.
The largest buyer was Encompass More Asset Management, opening a new position worth an estimated $1.84M. The largest seller was Prosperity Financial Group, cutting an estimated $968K.
- 8 institutional investors held Franklin Ultra Short Bond ETF (FLUD) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $4.04M of Franklin Ultra Short Bond ETF stock for Q3 2024, up 21% quarter-over-quarter.
- 2 funds opened new Franklin Ultra Short Bond ETF positions in Q3 2024 and 2 closed out, a net change of 0 holders.
- The largest Franklin Ultra Short Bond ETF buyer in Q3 2024 was Encompass More Asset Management, an estimated $1.84M added.
- The largest Franklin Ultra Short Bond ETF seller in Q3 2024 was Prosperity Financial Group, an estimated $968K sold.
Based on aggregated 13F filings for Q3 2024.