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Franklin Short Duration US Government ETF

54 hedge funds and large institutions have $1.21B invested in Franklin Short Duration US Government ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,168% more capital invested

Capital invested by funds: $95.3M → $1.21B (+$1.11B)

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

17% more funds holding

Funds holding: 4654 (+8)

13.09% more ownership

Funds ownership: 61.58%74.67% (+13%)

Holders
54
Holders Change
+8
Holders Change %
+17.39%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
21
Reduced
16
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
Synergy Asset Management
Washington
$638K +$640K +7,076 New
MW
27
Marcum Wealth
Ohio
$538K +$539K +5,962 New
USCWA
28
U.S. Capital Wealth Advisors
Texas
$536K +$181K +2,001 +51%
SC
29
Savant Capital
Illinois
$514K -$237K -2,615 -31%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$496K +$177K +1,956 +55%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$424K -$20K -221 -4%
GSWM
32
Golden State Wealth Management
California
$383K +$384K +4,246 New
AG
33
AmeriFlex Group
Nevada
$322K +$321K +3,548 New
LFG
34
Larson Financial Group
Missouri
$313K -$10.8K -119 -3%
CIBC World Market
35
CIBC World Market
Ontario, Canada
$313K -$66.7K -737 -18%
BFG
36
Berger Financial Group
Minnesota
$296K -$47.1K -521 -14%
SWP
37
Stratos Wealth Partners
Ohio
$294K -$53.3K -589 -15%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$281K -$777K -8,585 -73%
NG
39
Novem Group
New York
$281K +$281K +3,111 New
KPWS
40
Kestra Private Wealth Services
Texas
$250K +$11.4K +126 +5%
PIA
41
Perennial Investment Advisors
California
$225K +$225K +2,490 New
AAS
42
Avantax Advisory Services
Texas
$219K +$220K +2,429 New
VCP
43
Verus Capital Partners
Arizona
$214K -$7.51K -83 -3%
LWM
44
Laidlaw Wealth Management
New York
$213K -$32.6K -360 -13%
WIA
45
World Investment Advisors
California
$211K
SS
46
Sunbelt Securities
Texas
$157K -$10.1K -112 -6%
KFI
47
Key Financial Inc
Pennsylvania
$51.3K
WIM
48
Westside Investment Management
California
$45.1K
PS
49
Principal Securities
Iowa
$37.8K -$5.52K -61 -13%
CA
50
Continuum Advisory
Idaho
$37.3K +$90 +1 +0.2%

FTSD Hedge Fund Activity: Q4 2024 in Review

54 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Franklin Short Duration US Government ETF (FTSD) for Q4 2024, worth a combined $1.21B — up 1,168% from $95.3M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FTSD positions and 2 closed out — a net gain of 10 holders — while 21 added to existing stakes and 16 trimmed.

The largest buyer was UBS Group, adding an estimated $5.62M. The largest seller was Kingswood Wealth Advisors, exiting entirely with an estimated $1.92M sold.

  • 54 institutional investors held Franklin Short Duration US Government ETF (FTSD) as of Q4 2024, up from 46 in Q3 2024.
  • Funds reported $1.21B of Franklin Short Duration US Government ETF stock for Q4 2024, up 1,168% quarter-over-quarter.
  • 12 funds opened new Franklin Short Duration US Government ETF positions in Q4 2024 and 2 closed out, a net change of +10 holders.
  • The largest Franklin Short Duration US Government ETF buyer in Q4 2024 was UBS Group, an estimated $5.62M added.
  • The largest Franklin Short Duration US Government ETF seller in Q4 2024 was Kingswood Wealth Advisors, an estimated $1.92M sold.

Based on aggregated 13F filings for Q4 2024.