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Franklin Short Duration US Government ETF

53 hedge funds and large institutions have $235M invested in Franklin Short Duration US Government ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more funds holding

Funds holding: 4453 (+9)

8.75% less ownership

Funds ownership: 62.65%53.9% (-8.7%)

10% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 20

31% less capital invested

Capital invested by funds: $339M → $235M (-$104M)

Holders
53
Holders Change
+9
Holders Change %
+20.45%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
12
Increased
18
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
26
Perigon Wealth Management
California
$939K -$23.4K -245 -2%
MA
27
MJP Associates
Connecticut
$874K
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$802K +$327K +3,421 +68%
PWM
29
Prentice Wealth Management
New York
$733K +$737K +7,705 New
AAS
30
Avantax Advisory Services
Texas
$670K +$120K +1,254 +22%
HR
31
Hayden Royal
North Carolina
$603K +$605K +6,327 New
FIM
32
Freedom Investment Management
Connecticut
$583K +$585K +6,120 New
BRWA
33
B. Riley Wealth Advisors
Florida
$577K -$574 -6 -0.1%
SPIA
34
Steward Partners Investment Advisory
New York
$560K +$563K +5,884 New
Truist Financial
35
Truist Financial
North Carolina
$553K +$306K +3,198 +122%
APA
36
American Portfolios Advisors
New York
$552K +$11.8K +123 +2%
KWM
37
Kingsview Wealth Management
Oregon
$534K -$28.4K -297 -5%
KAS
38
Kestra Advisory Services
Texas
$532K -$75.8K -793 -12%
PAG
39
Private Advisor Group
New Jersey
$422K -$189K -1,976 -31%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$402K -$95.1K -995 -19%
IFG
41
Investors Financial Group
Minnesota
$399K -$28.5K -298 -7%
FHA
42
Flagship Harbor Advisors
Massachusetts
$360K -$413K -4,314 -53%
Stifel Financial
43
Stifel Financial
Missouri
$357K +$359K +3,754 New
TF
44
Trek Financial
Arizona
$346K +$348K +3,634 New
SW
45
SVB Wealth
Massachusetts
$293K
DC
46
Davenport & Co
Virginia
$286K +$287K +3,000 New
HI
47
Harbour Investments
Wisconsin
$282K +$283K +2,963 New
FHC
48
First Heartland Consultants
Missouri
$278K -$18.6K -195 -6%
SWP
49
Stratos Wealth Partners
Ohio
$225K
WMA
50
Wealth Management Associates
New Jersey
$202K -$43.1K -451 -18%

FTSD Hedge Fund Activity: Q1 2021 in Review

53 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Franklin Short Duration US Government ETF (FTSD) for Q1 2021, worth a combined $235M — down 31% from $339M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FTSD positions and 3 closed out — a net gain of 9 holders — while 18 added to existing stakes and 20 trimmed.

The largest buyer was Bank of America, adding an estimated $7.27M. The largest seller was Franklin Resources, cutting an estimated $117M.

  • 53 institutional investors held Franklin Short Duration US Government ETF (FTSD) as of Q1 2021, up from 44 in Q4 2020.
  • Funds reported $235M of Franklin Short Duration US Government ETF stock for Q1 2021, down 31% quarter-over-quarter.
  • 12 funds opened new Franklin Short Duration US Government ETF positions in Q1 2021 and 3 closed out, a net change of +9 holders.
  • The largest Franklin Short Duration US Government ETF buyer in Q1 2021 was Bank of America, an estimated $7.27M added.
  • The largest Franklin Short Duration US Government ETF seller in Q1 2021 was Franklin Resources, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2021.