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Franklin Short Duration US Government ETF

43 hedge funds and large institutions have $123M invested in Franklin Short Duration US Government ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 23 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

13% more capital invested

Capital invested by funds: $109M → $123M (+$14.4M)

11.17% more ownership

Funds ownership: 61.41%72.58% (+11%)

10% more funds holding

Funds holding: 3943 (+4)

48% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 23

Holders
43
Holders Change
+4
Holders Change %
+10.26%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
23
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TVAMP
26
Tennessee Valley Asset Management Partners
Tennessee
$486K +$2.14K +24 +0.4%
LWM
27
Laidlaw Wealth Management
New York
$435K -$413K -4,629 -49%
BFG
28
Berger Financial Group
Minnesota
$419K -$47K -526 -10%
CAN
29
Cetera Advisor Networks
California
$415K -$10.4K -116 -2%
Truist Financial
30
Truist Financial
North Carolina
$383K -$27.1K -303 -7%
IF
31
Intrua Financial
Texas
$341K +$3.3K +37 +1%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$287K +$59.1K +662 +26%
VCP
33
Verus Capital Partners
Arizona
$272K +$357 +4 +0.1%
FIM
34
Freedom Investment Management
Connecticut
$225K -$75.9K -850 -25%
PAG
35
Private Advisor Group
New Jersey
$208K
SS
36
Sunbelt Securities
Texas
$181K -$13.1K -147 -7%
WIM
37
Westside Investment Management
California
$44.6K
Legacy Financial Group (Iowa)
38
Legacy Financial Group (Iowa)
Iowa
$36.4K +$36.4K +408 New
GWM
39
Geneos Wealth Management
Colorado
$14.9K +$14.9K +167 New
IA
40
IFP Advisors
Florida
$10.2K -$107K -1,203 -91%
KFI
41
Key Financial Inc
Pennsylvania
$6.96K -$2.23K -25 -24%
SIS
42
Sound Income Strategies
Florida
$2.41K
FGAM
43
Financial Gravity Asset Management
Texas
$619 -$7.32K -82 -92%
VWA
44
V Wealth Advisors
Kansas
-$632K -7,063 Closed

FTSD Hedge Fund Activity: Q3 2023 in Review

43 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Franklin Short Duration US Government ETF (FTSD) for Q3 2023, worth a combined $123M — up 13% from $109M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FTSD positions and 1 closed out — a net gain of 4 holders — while 12 added to existing stakes and 23 trimmed.

The largest buyer was M Holdings Securities, opening a new position worth an estimated $6.98M. The largest seller was UBS Group, cutting an estimated $4.28M.

  • 43 institutional investors held Franklin Short Duration US Government ETF (FTSD) as of Q3 2023, up from 39 in Q2 2023.
  • Funds reported $123M of Franklin Short Duration US Government ETF stock for Q3 2023, up 13% quarter-over-quarter.
  • 5 funds opened new Franklin Short Duration US Government ETF positions in Q3 2023 and 1 closed out, a net change of +4 holders.
  • The largest Franklin Short Duration US Government ETF buyer in Q3 2023 was M Holdings Securities, an estimated $6.98M added.
  • The largest Franklin Short Duration US Government ETF seller in Q3 2023 was UBS Group, an estimated $4.28M sold.

Based on aggregated 13F filings for Q3 2023.