We are live on ! Find out more
FTSD icon

Franklin Short Duration US Government ETF

45 hedge funds and large institutions have $241M invested in Franklin Short Duration US Government ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

12.92% more ownership

Funds ownership: 54.14%67.06% (+13%)

12% more capital invested

Capital invested by funds: $216M → $241M (+$25.4M)

10% less funds holding

Funds holding: 5045 (-5)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

56% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 25

Holders
45
Holders Change
-5
Holders Change %
-10%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
11
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$814K -$224K -2,403 -21%
Truist Financial
27
Truist Financial
North Carolina
$619K -$46.9K -504 -7%
BRWA
28
B. Riley Wealth Advisors
Florida
$521K -$21.6K -232 -4%
IF
29
Intrua Financial
Texas
$512K -$132K -1,422 -20%
KCFA
30
Key Client Fiduciary Advisors
New Jersey
$499K -$31.6K -340 -6%
APA
31
American Portfolios Advisors
New York
$492K +$43.4K +466 +10%
FIM
32
Freedom Investment Management
Connecticut
$470K +$15.5K +167 +3%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$450K -$9.49K -102 -2%
GSWM
34
Golden State Wealth Management
California
$397K -$55.4K -595 -12%
PAG
35
Private Advisor Group
New Jersey
$388K +$392K +4,213 New
VCP
36
Verus Capital Partners
Arizona
$359K +$365K +3,924 New
TF
37
Trek Financial
Arizona
$339K +$86.2K +926 +34%
PWM
38
Prentice Wealth Management
New York
$318K -$27.3K -293 -8%
CA
39
Cetera Advisors
Colorado
$282K -$556K -5,979 -66%
NC
40
NewSquare Capital
Pennsylvania
$240K +$243K +2,606 New
FHC
41
First Heartland Consultants
Missouri
$216K -$174K -1,874 -44%
BAM
42
Belpointe Asset Management
Nevada
$114K +$116K +1,245 New
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$16K
KFI
44
Key Financial Inc
Pennsylvania
$4K
FGAM
45
Financial Gravity Asset Management
Texas
$758 -$931 -10 -2%
OC
46
Oppenheimer & Co
New York
-$1.47M -15,685 Closed
MC
47
Matisse Capital
Oregon
-$442K -4,700 Closed
RWP
48
Ridgecrest Wealth Partners
California
-$346K -3,680 Closed
IFG
49
Investors Financial Group
Minnesota
-$345K -3,672 Closed
PWM
50
Perigon Wealth Management
California
-$321K -3,422 Closed

FTSD Hedge Fund Activity: Q1 2022 in Review

45 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Franklin Short Duration US Government ETF (FTSD) for Q1 2022, worth a combined $241M — up 12% from $216M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of FTSD and 5 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 11 added.

The largest buyer was Bank of America, adding an estimated $18M. The largest seller was Morgan Stanley, cutting an estimated $3.24M.

  • 45 institutional investors held Franklin Short Duration US Government ETF (FTSD) as of Q1 2022, down from 50 in Q4 2021.
  • Funds reported $241M of Franklin Short Duration US Government ETF stock for Q1 2022, up 12% quarter-over-quarter.
  • 5 funds opened new Franklin Short Duration US Government ETF positions in Q1 2022 and 9 closed out, a net change of -4 holders.
  • The largest Franklin Short Duration US Government ETF buyer in Q1 2022 was Bank of America, an estimated $18M added.
  • The largest Franklin Short Duration US Government ETF seller in Q1 2022 was Morgan Stanley, an estimated $3.24M sold.

Based on aggregated 13F filings for Q1 2022.