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Franklin Short Duration US Government ETF

43 hedge funds and large institutions have $165M invested in Franklin Short Duration US Government ETF in 2022 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.41% less ownership

Funds ownership: 69.52%69.1% (-0.41%)

4% less funds holding

Funds holding: 4543 (-2)

27% less capital invested

Capital invested by funds: $226M → $165M (-$61.1M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

48% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 23

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
12
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$579K -$325K -3,578 -36%
RJA
27
Raymond James & Associates
Florida
$467K -$359K -3,956 -43%
PAG
28
Private Advisor Group
New Jersey
$462K -$892K -9,824 -66%
BRWA
29
B. Riley Wealth Advisors
Florida
$443K -$42.5K -468 -9%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$438K +$15.7K +173 +4%
FIM
31
Freedom Investment Management
Connecticut
$401K -$15.1K -166 -4%
IF
32
Intrua Financial
Texas
$352K -$33.6K -370 -9%
VCP
33
Verus Capital Partners
Arizona
$315K -$12.7K -140 -4%
TF
34
Trek Financial
Arizona
$301K -$27.6K -304 -8%
AWS
35
Atria Wealth Solutions
New York
$298K +$301K +3,318 New
MML Investors Services
36
MML Investors Services
Massachusetts
$239K +$242K +2,665 New
SS
37
Sunbelt Securities
Texas
$207K +$9.18K +101 +5%
HI
38
Harbour Investments
Wisconsin
$37K
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$24K +$23.9K +263 New
NC
40
NewSquare Capital
Pennsylvania
$16K -$221K -2,433 -93%
EW
41
Evoke Wealth
California
$11K +$11.4K +125 New
KFI
42
Key Financial Inc
Pennsylvania
$4K
FGAM
43
Financial Gravity Asset Management
Texas
$736 -$454 -5 -1%
AWA
44
Arete Wealth Advisors
Illinois
-$839K -9,182 Closed
MA
45
MJP Associates
Connecticut
-$839K -9,182 Closed
FHC
46
First Heartland Consultants
Missouri
-$203K -2,231 Closed
Ameriprise
47
Ameriprise
Minnesota
-$204K -2,229 Closed
CA
48
Cetera Advisors
Colorado
-$201K -2,203 Closed
SWM
49
SeaCrest Wealth Management
New York
-$19K -211 Closed
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
-$16K -173 Closed

FTSD Hedge Fund Activity: Q3 2022 in Review

43 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Franklin Short Duration US Government ETF (FTSD) for Q3 2022, worth a combined $165M — down 27% from $226M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of FTSD and 5 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 12 added.

The largest buyer was UBS Group, adding an estimated $15M. The largest seller was Commonwealth Equity Services, cutting an estimated $35.8M.

  • 43 institutional investors held Franklin Short Duration US Government ETF (FTSD) as of Q3 2022, down from 45 in Q2 2022.
  • Funds reported $165M of Franklin Short Duration US Government ETF stock for Q3 2022, down 27% quarter-over-quarter.
  • 5 funds opened new Franklin Short Duration US Government ETF positions in Q3 2022 and 7 closed out, a net change of -2 holders.
  • The largest Franklin Short Duration US Government ETF buyer in Q3 2022 was UBS Group, an estimated $15M added.
  • The largest Franklin Short Duration US Government ETF seller in Q3 2022 was Commonwealth Equity Services, an estimated $35.8M sold.

Based on aggregated 13F filings for Q3 2022.