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Franklin Ultra Short Bond ETF

16 hedge funds and large institutions have $205M invested in Franklin Ultra Short Bond ETF in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

45% more funds holding

Funds holding: 1116 (+5)

33% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 3

30% more capital invested

Capital invested by funds: $158M → $205M (+$47.3M)

1.4% more ownership

Funds ownership: 87.87%89.27% (+1.4%)

Holders
16
Holders Change
+5
Holders Change %
+45.45%
% of All Funds
0.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
4
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$123M -$18.3M -731,980 -13%
Raymond James Financial
2
Raymond James Financial
Florida
$49.3M +$45.4M +1,813,715 +1,159%
LPL Financial
3
LPL Financial
California
$18.5M +$14.1M +562,939 +320%
KPWS
4
Kestra Private Wealth Services
Texas
$5.38M +$5.38M +215,169 New
SPIA
5
Steward Partners Investment Advisory
New York
$1.91M +$914K +36,540 +91%
IAA
6
Independent Advisor Alliance
North Carolina
$1.86M +$1.86M +74,477 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.3M -$2.99M -119,638 -70%
FTUS
8
Flow Traders U.S.
New York
$1.03M +$1.03M +41,074 New
Citadel Advisors
9
Citadel Advisors
Florida
$624K +$625K +24,975 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$595K +$384K +15,345 +182%
Goldman Sachs
11
Goldman Sachs
New York
$515K +$516K +20,618 New
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$355K +$355K +14,185 New
Truist Financial
13
Truist Financial
North Carolina
$226K +$227K +9,055 New
AUB
14
Atlantic Union Bankshares
Virginia
$200K +$200K +8,000 New
Osaic Holdings
15
Osaic Holdings
Arizona
$100K
AWM
16
AE Wealth Management
Kansas
$50 -$2.75K -110 -98%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
-$893K -35,710 Closed
Jane Street
18
Jane Street
New York
-$816K -32,663 Closed
CI
19
CacheTech Inc
Utah
-$739K -29,574 Closed

FLUD Hedge Fund Activity: Q1 2026 in Review

16 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Franklin Ultra Short Bond ETF (FLUD) for Q1 2026, worth a combined $205M — up 30% from $158M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FLUD positions and 3 closed out — a net gain of 5 holders — while 4 added to existing stakes and 3 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $45.4M. The largest seller was Franklin Resources, cutting an estimated $18.3M.

  • 16 institutional investors held Franklin Ultra Short Bond ETF (FLUD) as of Q1 2026, up from 11 in Q4 2025.
  • Funds reported $205M of Franklin Ultra Short Bond ETF stock for Q1 2026, up 30% quarter-over-quarter.
  • 8 funds opened new Franklin Ultra Short Bond ETF positions in Q1 2026 and 3 closed out, a net change of +5 holders.
  • The largest Franklin Ultra Short Bond ETF buyer in Q1 2026 was Raymond James Financial, an estimated $45.4M added.
  • The largest Franklin Ultra Short Bond ETF seller in Q1 2026 was Franklin Resources, an estimated $18.3M sold.

Based on aggregated 13F filings for Q1 2026.