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Franklin Short Duration US Government ETF
FTSD

33 hedge funds and large institutions have $108M invested in Franklin Short Duration US Government ETF in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more capital invested

Capital invested by funds: $74.8M → $108M (+$32.9M)

5.51% more ownership

Funds ownership: 51.86% → 57.38% (+5.5%)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

6% less funds holding

Funds holding: 35 → 33 (-2)

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
10
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$33.1M
2
FHC
First Heartland Consultants
Missouri
+$6.05M
3
MHS
M Holdings Securities
Oregon
+$4.22M
4
Morgan Stanley
Morgan Stanley
New York
+$2.84M
5
LWM
Laidlaw Wealth Management
New York
+$2.15M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$14.6M
2
Jane Street
Jane Street
New York
-$2.79M
3
CA
Cetera Advisors
Colorado
-$1.81M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.29M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$342K +$342K +3,605 New
SWP
27
Stratos Wealth Partners
Ohio
$254K – – –
KPW
28
Kore Private Wealth
New York
$80K -$144K -1,518 -64%
VCP
29
Verus Capital Partners
Arizona
$76K -$40K -422 -34%
GSWM
30
Golden State Wealth Management
California
$35K +$35.3K +373 New
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27K – – –
APA
32
American Portfolios Advisors
New York
$12.5K +$1.61K +17 +15%
PFGIA
33
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$3.13K +33 New
AMC
34
Asset Management Corp
Illinois
– -$472K -5,004 Closed
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
– -$443K -4,699 Closed
SF
36
Synovus Financial
Georgia
– -$323K -3,419 Closed
PO
37
Private Ocean
California
– -$217K -2,300 Closed
RIA
38
Realta Investment Advisors
Delaware
– -$47K -500 Closed
BCI
39
Brinker Capital Investments
Pennsylvania
– -$33K -354 Closed
ACM
40
Anfield Capital Management
California
– -$12K -125 Closed
1
2

FTSD Hedge Fund Activity: Q1 2020 in Review

33 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Franklin Short Duration US Government ETF (FTSD) for Q1 2020, worth a combined $108M — up 44% from $74.8M a quarter earlier.

Fund positioning in FTSD was balanced in Q1 2020: 7 funds opened new positions, 7 closed out, 10 added to existing stakes and 14 trimmed.

The largest buyer was Bank of America, adding an estimated $33.1M. The largest seller was Franklin Resources, cutting an estimated $14.6M.

  • 33 institutional investors held Franklin Short Duration US Government ETF (FTSD) as of Q1 2020, down from 35 in Q4 2019.
  • Funds reported $108M of Franklin Short Duration US Government ETF stock for Q1 2020, up 44% quarter-over-quarter.
  • 7 funds opened new Franklin Short Duration US Government ETF positions in Q1 2020 and 7 closed out, a net change of 0 holders.
  • The largest Franklin Short Duration US Government ETF buyer in Q1 2020 was Bank of America, an estimated $33.1M added.
  • The largest Franklin Short Duration US Government ETF seller in Q1 2020 was Franklin Resources, an estimated $14.6M sold.

Based on aggregated 13F filings for Q1 2020.