We are live on ! Find out more
FTSD icon

Franklin Short Duration US Government ETF
FTSD

46 hedge funds and large institutions have $114M invested in Franklin Short Duration US Government ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 27 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

7% more funds holding

Funds holding: 43 → 46 (+3)

4.33% less ownership

Funds ownership: 72.58% → 68.25% (-4.3%)

8% less capital invested

Capital invested by funds: $123M → $114M (-$9.52M)

63% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 27

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
27
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$6.61M
2
Morgan Stanley
Morgan Stanley
New York
+$1.32M
3
IWC
Integrated Wealth Concepts
Massachusetts
+$803K
4
FTCM
First Trust Capital Management
Illinois
+$526K
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$526K

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$5.22M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.41M
3
WAP
Wealthcare Advisory Partners
Pennsylvania
-$2.75M
4
Jane Street
Jane Street
New York
-$2.39M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$724K -$36.2K -405 -5%
FTCM
27
First Trust Capital Management
Illinois
$529K +$526K +5,881 New
Mercer Global Advisors
28
Mercer Global Advisors
Colorado
$529K +$526K +5,881 New
LWM
29
Laidlaw Wealth Management
New York
$403K -$35.8K -400 -8%
CAN
30
Cetera Advisor Networks
California
$383K -$34.6K -387 -8%
BFG
31
Berger Financial Group
Minnesota
$376K -$45.6K -510 -11%
IF
32
Intrua Financial
Texas
$318K -$25.5K -285 -7%
USCWA
33
U.S. Capital Wealth Advisors
Texas
$296K +$294K +3,285 New
Truist Financial
34
Truist Financial
North Carolina
$277K -$108K -1,204 -28%
KPWS
35
Kestra Private Wealth Services
Texas
$266K +$264K +2,953 New
VCP
36
Verus Capital Partners
Arizona
$258K -$15.7K -176 -6%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$252K -$36.3K -406 -13%
PS
38
Principal Securities
Iowa
$223K +$222K +2,483 New
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$223K -$1.48M -16,588 -87%
FIM
40
Freedom Investment Management
Connecticut
$200K -$25.9K -290 -12%
SS
41
Sunbelt Securities
Texas
$182K -$447 -5 -0.2%
KFI
42
Key Financial Inc
Pennsylvania
$51.1K +$43.8K +490 +628%
WIM
43
Westside Investment Management
California
$45K – – –
GWM
44
Geneos Wealth Management
Colorado
$14K -$983 -11 -7%
SIS
45
Sound Income Strategies
Florida
$2.43K – – –
FGAM
46
Financial Gravity Asset Management
Texas
$1.25K +$626 +7 +100%
PAG
47
Private Advisor Group
New Jersey
– -$208K -2,335 Closed
Legacy Financial Group (Iowa)
48
Legacy Financial Group (Iowa)
Iowa
– -$36.4K -408 Closed
IA
49
IFP Advisors
Florida
– -$10.2K -114 Closed
1
2

FTSD Hedge Fund Activity: Q4 2023 in Review

46 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Franklin Short Duration US Government ETF (FTSD) for Q4 2023, worth a combined $114M — down 7.7% from $123M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FTSD positions and 3 closed out — a net gain of 3 holders — while 10 added to existing stakes and 27 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $6.61M. The largest seller was Franklin Resources, cutting an estimated $5.22M.

  • 46 institutional investors held Franklin Short Duration US Government ETF (FTSD) as of Q4 2023, up from 43 in Q3 2023.
  • Funds reported $114M of Franklin Short Duration US Government ETF stock for Q4 2023, down 7.7% quarter-over-quarter.
  • 6 funds opened new Franklin Short Duration US Government ETF positions in Q4 2023 and 3 closed out, a net change of +3 holders.
  • The largest Franklin Short Duration US Government ETF buyer in Q4 2023 was Raymond James & Associates, an estimated $6.61M added.
  • The largest Franklin Short Duration US Government ETF seller in Q4 2023 was Franklin Resources, an estimated $5.22M sold.

Based on aggregated 13F filings for Q4 2023.