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FTMA

Franklin Massachusetts Municipal Income ETF

59 hedge funds and large institutions have $139M invested in Franklin Massachusetts Municipal Income ETF in 2026 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

16% more capital invested

Capital invested by funds: $121M → $139M (+$18.9M)

7% more funds holding

Funds holding: 5559 (+4)

0.41% less ownership

Funds ownership: 47.39%46.98% (-0.41%)

Holders
59
Holders Change
+4
Holders Change %
+7.27%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
21
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$37.6M +$8.16M +902,884 +28%
Ameriprise
2
Ameriprise
Minnesota
$27M -$512K -56,622 -2%
Morgan Stanley
3
Morgan Stanley
New York
$25.2M +$868K +95,992 +4%
LPL Financial
4
LPL Financial
California
$4.57M +$1.7M +187,996 +60%
MPWS
5
McCarter Private Wealth Services
Massachusetts
$4.39M +$4.35M +481,186 New
IWC
6
Integrated Wealth Concepts
Massachusetts
$3.9M +$3.86M +427,117 New
NA
7
NewEdge Advisors
Louisiana
$3.16M -$283K -31,251 -8%
KAS
8
Kestra Advisory Services
Texas
$3.02M +$391K +43,222 +15%
Wells Fargo
9
Wells Fargo
California
$2.73M +$399K +44,114 +17%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.7M +$232K +25,629 +9%
Raymond James Financial
11
Raymond James Financial
Florida
$2.19M +$143K +15,847 +7%
RFP
12
Root Financial Partners
California
$2.04M +$2.02M +223,241 New
VT
13
Vise Technologies
New York
$2.04M +$2.02M +223,241 New
ORC
14
O'Rourke & Company
Massachusetts
$1.82M
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.57M +$1.67K +185 +0.1%
AWA
16
Alta Wealth Advisors
Massachusetts
$1.37M -$52.6K -5,821 -4%
EC
17
Elequin Capital
New York
$1.21M +$1.2M +132,778 New
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$1.18M -$18.2K -2,015 -2%
PWM
19
Perigon Wealth Management
California
$1.09M +$1.08M +119,490 New
PAG
20
Private Advisor Group
New Jersey
$1.02M -$4.91K -543 -0.5%
AFM
21
Abbot Financial Management
Massachusetts
$911K -$23.6K -2,614 -3%
Jane Street
22
Jane Street
New York
$801K -$1.59M -175,924 -67%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$652K +$289K +31,950 +81%
CW
24
CreativeOne Wealth
Kansas
$650K +$644K +71,202 New
SPIA
25
Steward Partners Investment Advisory
New York
$635K -$511K -56,531 -45%

FTMA Hedge Fund Activity: Q2 2026 in Review

59 of the 8,153 institutional investors tracked by Wall St. Rank reported a position in Franklin Massachusetts Municipal Income ETF (FTMA) for Q2 2026, worth a combined $139M — up 16% from $121M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FTMA positions and 6 closed out — a net gain of 6 holders — while 21 added to existing stakes and 13 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $8.16M. The largest seller was McAdam LLC, exiting entirely with an estimated $2.02M sold.

  • 59 institutional investors held Franklin Massachusetts Municipal Income ETF (FTMA) as of Q2 2026, up from 55 in Q1 2026.
  • Funds reported $139M of Franklin Massachusetts Municipal Income ETF stock for Q2 2026, up 16% quarter-over-quarter.
  • 12 funds opened new Franklin Massachusetts Municipal Income ETF positions in Q2 2026 and 6 closed out, a net change of +6 holders.
  • The largest Franklin Massachusetts Municipal Income ETF buyer in Q2 2026 was Commonwealth Equity Services, an estimated $8.16M added.
  • The largest Franklin Massachusetts Municipal Income ETF seller in Q2 2026 was McAdam LLC, an estimated $2.02M sold.

Based on aggregated 13F filings for Q2 2026.