We are live on ! Find out more
FTMA

Franklin Massachusetts Municipal Income ETF
FTMA

55 hedge funds and large institutions have $121M invested in Franklin Massachusetts Municipal Income ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

17% more funds holding

Funds holding: 47 → 55 (+8)

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

11% more capital invested

Capital invested by funds: $108M → $121M (+$12.2M)

2.29% more ownership

Funds ownership: 45.1% → 47.39% (+2.3%)

Holders
55
Holders Change
+8
Holders Change %
+17.02%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
17
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$7.15M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.24M
3
KAS
Kestra Advisory Services
Texas
+$1.91M
4
Bank of America
Bank of America
North Carolina
+$939K
5
ORC
O'Rourke & Company
Massachusetts
+$901K

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$821K
2
Jane Street
Jane Street
New York
-$811K
3
Goldman Sachs
Goldman Sachs
New York
-$510K
4
SPIA
Steward Partners Investment Advisory
New York
-$392K
5
FFS
Founders Financial Securities
Maryland
-$174K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$223K +$10.2K +1,133 +5%
Goldman Sachs
27
Goldman Sachs
New York
$216K -$510K -56,389 -70%
CA
28
Claro Advisors
Massachusetts
$200K +$202K +22,333 New
Russell Investments Group
29
Russell Investments Group
United Kingdom
$197K +$199K +21,977 New
Stifel Financial
30
Stifel Financial
Missouri
$187K -$54.2K -6,003 -22%
SWM
31
SHP Wealth Management
Massachusetts
$179K +$17.3K +1,909 +11%
Mariner
32
Mariner
Kansas
$173K -$24K -2,656 -12%
SP
33
Stablepoint Partners
Massachusetts
$172K +$174K +19,229 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$164K -$38K -4,206 -19%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$156K -$120K -13,282 -43%
JJBC
36
James J. Burns & Company
New York
$155K +$244 +27 +0.2%
MWM
37
Modera Wealth Management
New Jersey
$153K – – –
FHA
38
Flagship Harbor Advisors
Massachusetts
$153K -$19.6K -2,171 -11%
CASB
39
Cape Ann Savings Bank
Massachusetts
$148K +$150K +16,548 New
OCPWS
40
One Charles Private Wealth Services
Massachusetts
$142K – – –
MBTD
41
Mechanics Bank - Trust Department
California
$133K – – –
Jones Financial Companies
42
Jones Financial Companies
Missouri
$127K -$48.8K -5,400 -28%
FZCM
43
Flynn Zito Capital Management
New York
$126K -$34.2K -3,785 -21%
EB
44
Eastern Bank
Massachusetts
$120K +$121K +13,346 New
BFWM
45
Bright Futures Wealth Management
New York
$115K – – –
IFG
46
Independent Financial Group
California
$108K – – –
MPWT
47
MassMutual Private Wealth & Trust
Connecticut
$96K +$96.7K +10,706 New
WA
48
Waverly Advisors
Alabama
$94.1K – – –
AWM
49
AE Wealth Management
Kansas
$60K – – –
UBS Group
50
UBS Group
Switzerland
$48.2K -$165K -18,273 -77%
1
2
3

FTMA Hedge Fund Activity: Q1 2026 in Review

55 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Franklin Massachusetts Municipal Income ETF (FTMA) for Q1 2026, worth a combined $121M — up 11% from $108M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FTMA positions and 2 closed out — a net gain of 9 holders — while 17 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.15M. The largest seller was Ameriprise, cutting an estimated $821K.

  • 55 institutional investors held Franklin Massachusetts Municipal Income ETF (FTMA) as of Q1 2026, up from 47 in Q4 2025.
  • Funds reported $121M of Franklin Massachusetts Municipal Income ETF stock for Q1 2026, up 11% quarter-over-quarter.
  • 11 funds opened new Franklin Massachusetts Municipal Income ETF positions in Q1 2026 and 2 closed out, a net change of +9 holders.
  • The largest Franklin Massachusetts Municipal Income ETF buyer in Q1 2026 was Morgan Stanley, an estimated $7.15M added.
  • The largest Franklin Massachusetts Municipal Income ETF seller in Q1 2026 was Ameriprise, an estimated $821K sold.

Based on aggregated 13F filings for Q1 2026.