Franklin Ultra Short Bond ETF
FLUD
8 hedge funds and large institutions have $22.6M invested in Franklin Ultra Short Bond ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 3 closing their positions.
460% more capital invested
Capital invested by funds: $4.04M → $22.6M (+$18.6M)
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
26.35% more ownership
Funds ownership: 64.73% → 91.08% (+26%)
0% more funds holding
Funds holding: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$18.4M |
| 2 |
Jane Street
New York
|
+$771K |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$197K |
| 4 |
EMAM
Encompass More Asset Management
Danville,
California
|
+$169K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$33.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$498K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$385K |
| 3 |
PFG
Prosperity Financial Group
San Ramon,
California
|
-$28K |
| 4 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$24.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Franklin Resources
San Mateo,
California
| $18.4M | +$18.4M | +739,200 | +24,640% |
|
|
EMAM
2
Encompass More Asset Management
Danville,
California
| $2M | +$169K | +6,813 | +9% |
|
|
3
Jane Street
New York
| $769K | +$771K | +30,991 | New |
|
|
4
Citadel Advisors
Miami,
Florida
| $513K | +$33.6K | +1,350 | +7% |
|
|
PFG
5
Prosperity Financial Group
San Ramon,
California
| $513K | -$28K | -1,126 | -5% |
|
|
AWM
6
AE Wealth Management
Topeka,
Kansas
| $197K | +$197K | +7,929 | New |
|
|
IA
7
IFP Advisors
Tampa,
Florida
| $186K | +$2.98K | +120 | +2% |
|
8
UBS Group
Zurich,
Switzerland
| $2.88K | +$2.89K | +116 | New |
|
|
IWM
9
IHT Wealth Management
Chicago,
Illinois
| – | -$498K | -20,000 | Closed |
|
|
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$385K | -15,450 | Closed |
|
|
FDCDDQ
11
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$24.9K | -1,008 | Closed |
|
FLUD Hedge Fund Activity: Q4 2024 in Review
8 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Franklin Ultra Short Bond ETF (FLUD) for Q4 2024, worth a combined $22.6M — up 460% from $4.04M a quarter earlier.
Fund positioning in FLUD was balanced in Q4 2024: 3 funds opened new positions, 3 closed out, 4 added to existing stakes and 1 trimmed.
The largest buyer was Franklin Resources, adding an estimated $18.4M. The largest seller was IHT Wealth Management, exiting entirely with an estimated $498K sold.
- 8 institutional investors held Franklin Ultra Short Bond ETF (FLUD) as of Q4 2024, unchanged from Q3 2024.
- Funds reported $22.6M of Franklin Ultra Short Bond ETF stock for Q4 2024, up 460% quarter-over-quarter.
- 3 funds opened new Franklin Ultra Short Bond ETF positions in Q4 2024 and 3 closed out, a net change of 0 holders.
- The largest Franklin Ultra Short Bond ETF buyer in Q4 2024 was Franklin Resources, an estimated $18.4M added.
- The largest Franklin Ultra Short Bond ETF seller in Q4 2024 was IHT Wealth Management, an estimated $498K sold.
Based on aggregated 13F filings for Q4 2024.