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Franklin Short Duration US Government ETF

43 hedge funds and large institutions have $339M invested in Franklin Short Duration US Government ETF in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

44% more capital invested

Capital invested by funds: $236M → $339M (+$103M)

16% more funds holding

Funds holding: 3743 (+6)

3.39% less ownership

Funds ownership: 71.73%68.35% (-3.4%)

Holders
43
Holders Change
+6
Holders Change %
+16.22%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
19
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$701K -$171K -1,782 -20%
HR
27
Hayden Royal
North Carolina
$526K +$191K +1,986 +57%
CA
28
Cetera Advisors
Colorado
$523K +$146K +1,523 +39%
AAS
29
Avantax Advisory Services
Texas
$518K +$83.2K +867 +19%
APA
30
American Portfolios Advisors
New York
$496K +$371K +3,863 +294%
IWM
31
IHT Wealth Management
Illinois
$487K +$487K +5,077 New
IFG
32
Investors Financial Group
Minnesota
$430K -$143K -1,495 -25%
KWM
33
Kingsview Wealth Management
Oregon
$412K +$412K +4,296 New
GM
34
GeoWealth Management
Illinois
$364K -$7.67K -80 -2%
SW
35
SVB Wealth
Massachusetts
$295K +$295K +3,075 New
FHC
36
First Heartland Consultants
Missouri
$271K -$6.56M -68,373 -96%
FGA
37
Fortis Group Advisors
New Jersey
$245K +$246K +2,566 New
WMA
38
Wealth Management Associates
New Jersey
$227K +$227K +2,371 New
SWP
39
Stratos Wealth Partners
Ohio
$226K -$12K -125 -5%
CCA
40
Column Capital Advisors
Indiana
$201K +$201K +2,100 New
SPIA
41
Steward Partners Investment Advisory
New York
$20K
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$7K
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
$3.32K +$483K +5,030 +17%
AWA
44
Arete Wealth Advisors
Illinois
-$880K -9,182 Closed
KPW
45
Kore Private Wealth
New York
-$81K -849 Closed
KC
46
Knuff & Co
California
-$43K -445 Closed
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$27.3K -285 Closed

FTSD Hedge Fund Activity: Q3 2020 in Review

43 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Franklin Short Duration US Government ETF (FTSD) for Q3 2020, worth a combined $339M — up 44% from $236M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FTSD positions and 4 closed out — a net gain of 6 holders — while 19 added to existing stakes and 12 trimmed.

The largest buyer was Franklin Resources, adding an estimated $73.8M. The largest seller was Cetera Advisor Networks, cutting an estimated $10.3M.

  • 43 institutional investors held Franklin Short Duration US Government ETF (FTSD) as of Q3 2020, up from 37 in Q2 2020.
  • Funds reported $339M of Franklin Short Duration US Government ETF stock for Q3 2020, up 44% quarter-over-quarter.
  • 10 funds opened new Franklin Short Duration US Government ETF positions in Q3 2020 and 4 closed out, a net change of +6 holders.
  • The largest Franklin Short Duration US Government ETF buyer in Q3 2020 was Franklin Resources, an estimated $73.8M added.
  • The largest Franklin Short Duration US Government ETF seller in Q3 2020 was Cetera Advisor Networks, an estimated $10.3M sold.

Based on aggregated 13F filings for Q3 2020.