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FTCA

Franklin California Municipal Income ETF

75 hedge funds and large institutions have $56.6M invested in Franklin California Municipal Income ETF in 2026 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

164% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 11

30% more capital invested

Capital invested by funds: $43.6M → $56.6M (+$13M)

17% more funds holding

Funds holding: 6475 (+11)

2.53% more ownership

Funds ownership: 7.22%9.76% (+2.5%)

Holders
75
Holders Change
+11
Holders Change %
+17.19%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
29
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$10.6M +$3.55M +482,499 +49%
Bank of America
2
Bank of America
North Carolina
$6.02M +$747K +101,435 +14%
Morgan Stanley
3
Morgan Stanley
New York
$5.9M +$1.16M +158,059 +24%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.5M +$4.86M +659,876 +694%
UBS Group
5
UBS Group
Switzerland
$1.37M +$263K +35,788 +23%
BAG
6
Bridgewealth Advisory Group
California
$1.36M -$12K -1,630 -0.9%
Raymond James Financial
7
Raymond James Financial
Florida
$1.33M +$529K +71,848 +65%
SWM
8
SeaCrest Wealth Management
New York
$1.24M +$876 +119 +0.1%
Ameriprise
9
Ameriprise
Minnesota
$1.23M -$136K -18,505 -10%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.21M +$75.9K +10,315 +7%
IWC
11
Integrated Wealth Concepts
Massachusetts
$1.12M +$493K +67,022 +77%
WRPWM
12
Werba Rubin Papier Wealth Management
California
$998K -$5.01K -680 -0.5%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$871K +$162K +21,975 +22%
Wells Fargo
14
Wells Fargo
California
$828K +$300K +40,820 +56%
Osaic Holdings
15
Osaic Holdings
Arizona
$793K +$35.1K +4,772 +5%
Jane Street
16
Jane Street
New York
$788K -$4.14M -562,129 -84%
DWM
17
Destination Wealth Management
California
$786K
Citigroup
18
Citigroup
New York
$786K +$427K +58,000 +116%
Creative Planning
19
Creative Planning
Kansas
$778K +$602K +81,795 +326%
TWM
20
TCFG Wealth Management
California
$674K +$205K +27,810 +43%
TIA
21
TCFG Investment Advisors
California
$674K +$681K +92,545 New
OIA
22
OneDigital Investment Advisors
Kansas
$664K +$672K +91,268 New
FC
23
Fjell Capital
North Dakota
$593K +$600K +81,522 New
Mariner
24
Mariner
Kansas
$566K +$10.7K +1,459 +2%
SA
25
Sovran Advisors
California
$552K +$4.65K +632 +0.8%