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Franklin Short Duration US Government ETF

45 hedge funds and large institutions have $104M invested in Franklin Short Duration US Government ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.91% more ownership

Funds ownership: 68.25%70.16% (+1.9%)

2% less funds holding

Funds holding: 4645 (-1)

8% less capital invested

Capital invested by funds: $114M → $104M (-$9.25M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

33% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 21

Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$409K +$25.7K +285 +7%
LWM
27
Laidlaw Wealth Management
New York
$374K -$29.3K -326 -7%
BFG
28
Berger Financial Group
Minnesota
$350K -$27K -300 -7%
IF
29
Intrua Financial
Texas
$320K +$1.53K +17 +0.5%
USCWA
30
U.S. Capital Wealth Advisors
Texas
$296K
TSS
31
Two Sigma Securities
New York
$283K +$282K +3,137 New
VCP
32
Verus Capital Partners
Arizona
$254K -$4.41K -49 -2%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$247K -$5.94K -66 -2%
KPWS
34
Kestra Private Wealth Services
Texas
$230K -$36.6K -407 -14%
KCFA
35
Key Client Fiduciary Advisors
New Jersey
$229K +$229K +2,544 New
SG
36
StoneX Group
New York
$221K +$221K +2,451 New
Citadel Advisors
37
Citadel Advisors
Florida
$217K -$3.58M -39,737 -94%
SS
38
Sunbelt Securities
Texas
$176K -$6.66K -74 -4%
PS
39
Principal Securities
Iowa
$69.7K -$154K -1,710 -69%
KFI
40
Key Financial Inc
Pennsylvania
$51.2K
WIM
41
Westside Investment Management
California
$45.1K
CA
42
Continuum Advisory
Idaho
$41.3K +$41.4K +460 New
GWM
43
Geneos Wealth Management
Colorado
$18.8K +$4.77K +53 +34%
SIS
44
Sound Income Strategies
Florida
$2.43K
FGAM
45
Financial Gravity Asset Management
Texas
$2.12K +$900 +10 +71%
TVAMP
46
Tennessee Valley Asset Management Partners
Tennessee
-$877K -9,746 Closed
IWC
47
Integrated Wealth Concepts
Massachusetts
-$808K -8,981 Closed
FTCM
48
First Trust Capital Management
Illinois
-$529K -5,881 Closed
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
-$529K -5,881 Closed
Truist Financial
50
Truist Financial
North Carolina
-$277K -3,082 Closed

FTSD Hedge Fund Activity: Q1 2024 in Review

45 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Franklin Short Duration US Government ETF (FTSD) for Q1 2024, worth a combined $104M — down 8.1% from $114M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of FTSD and 5 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 14 added.

The largest buyer was Wealthcare Advisory Partners, adding an estimated $2.06M. The largest seller was Raymond James & Associates, cutting an estimated $4.74M.

  • 45 institutional investors held Franklin Short Duration US Government ETF (FTSD) as of Q1 2024, down from 46 in Q4 2023.
  • Funds reported $104M of Franklin Short Duration US Government ETF stock for Q1 2024, down 8.1% quarter-over-quarter.
  • 5 funds opened new Franklin Short Duration US Government ETF positions in Q1 2024 and 6 closed out, a net change of -1 holder.
  • The largest Franklin Short Duration US Government ETF buyer in Q1 2024 was Wealthcare Advisory Partners, an estimated $2.06M added.
  • The largest Franklin Short Duration US Government ETF seller in Q1 2024 was Raymond James & Associates, an estimated $4.74M sold.

Based on aggregated 13F filings for Q1 2024.