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Franklin Short Duration US Government ETF

58 hedge funds and large institutions have $271M invested in Franklin Short Duration US Government ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

15% more capital invested

Capital invested by funds: $235M → $271M (+$35.8M)

9% more funds holding

Funds holding: 5358 (+5)

3.26% more ownership

Funds ownership: 53.9%57.16% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

28% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 25

Holders
58
Holders Change
+5
Holders Change %
+9.43%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
18
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.26M -$8K -84 -0.6%
BFG
27
Berger Financial Group
Minnesota
$1.1M -$72.5K -762 -6%
RJA
28
Raymond James & Associates
Florida
$1.1M -$455K -4,782 -29%
IF
29
Intrua Financial
Texas
$993K -$41.8K -439 -4%
MA
30
MJP Associates
Connecticut
$872K
AWA
31
Arete Wealth Advisors
Illinois
$872K +$874K +9,182 New
PWM
32
Perigon Wealth Management
California
$859K -$77.9K -818 -8%
PWM
33
Prentice Wealth Management
New York
$798K +$66.4K +698 +9%
AAS
34
Avantax Advisory Services
Texas
$749K +$84.3K +886 +13%
HR
35
Hayden Royal
North Carolina
$597K -$4.19K -44 -0.7%
BRWA
36
B. Riley Wealth Advisors
Florida
$585K +$9.99K +105 +2%
Truist Financial
37
Truist Financial
North Carolina
$548K -$3.52K -37 -0.6%
FI
38
Financial Insights
Washington
$541K +$54.3K +570 New
APA
39
American Portfolios Advisors
New York
$532K -$19K -200 -3%
KWM
40
Kingsview Wealth Management
Oregon
$503K -$28.6K -301 -5%
KAS
41
Kestra Advisory Services
Texas
$494K -$36.8K -387 -7%
GSEP
42
Golden State Equity Partners
California
$492K +$494K +5,188 New
FIM
43
Freedom Investment Management
Connecticut
$440K -$141K -1,484 -24%
IFG
44
Investors Financial Group
Minnesota
$398K
TF
45
Trek Financial
Arizona
$339K -$6.09K -64 -2%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$310K -$91.6K -962 -23%
FHC
47
First Heartland Consultants
Missouri
$297K +$19.9K +209 +7%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$297K +$297K +3,125 New
FTUS
49
Flow Traders U.S.
New York
$294K +$295K +3,100 New
SW
50
SVB Wealth
Massachusetts
$292K

FTSD Hedge Fund Activity: Q2 2021 in Review

58 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Franklin Short Duration US Government ETF (FTSD) for Q2 2021, worth a combined $271M — up 15% from $235M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FTSD positions and 4 closed out — a net gain of 5 holders — while 18 added to existing stakes and 25 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $36.5M. The largest seller was Royal Bank of Canada, cutting an estimated $6.32M.

  • 58 institutional investors held Franklin Short Duration US Government ETF (FTSD) as of Q2 2021, up from 53 in Q1 2021.
  • Funds reported $271M of Franklin Short Duration US Government ETF stock for Q2 2021, up 15% quarter-over-quarter.
  • 9 funds opened new Franklin Short Duration US Government ETF positions in Q2 2021 and 4 closed out, a net change of +5 holders.
  • The largest Franklin Short Duration US Government ETF buyer in Q2 2021 was Commonwealth Equity Services, an estimated $36.5M added.
  • The largest Franklin Short Duration US Government ETF seller in Q2 2021 was Royal Bank of Canada, an estimated $6.32M sold.

Based on aggregated 13F filings for Q2 2021.