Franklin Short Duration US Government ETF
FTSD
53 hedge funds and large institutions have $235M invested in Franklin Short Duration US Government ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
20% more funds holding
Funds holding: 44 → 53 (+9)
8.75% less ownership
Funds ownership: 62.65% → 53.9% (-8.7%)
10% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 20
31% less capital invested
Capital invested by funds: $339M → $235M (-$104M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$7.27M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.37M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.02M |
| 4 |
SWM
Segment Wealth Management
Houston,
Texas
|
+$2.72M |
| 5 |
MHS
M Holdings Securities
Portland,
Oregon
|
+$2.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$117M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$8.61M |
| 3 |
Morgan Stanley
New York
|
-$2.63M |
| 4 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
-$1.97M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.78M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PFGIA
51
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $15K | +$2.87K | +30 | +24% |
|
|
IA
52
IFP Advisors
Tampa,
Florida
| $11K | +$11.2K | +117 | New |
|
|
KFI
53
Key Financial Inc
West Chester,
Pennsylvania
| $2K | +$2.39K | +25 | New |
|
|
GSWM
54
Golden State Wealth Management
Santa Ana,
California
| – | -$1.62M | -16,884 | Closed |
|
|
CCA
55
Column Capital Advisors
Indianapolis,
Indiana
| – | -$1.25M | -13,100 | Closed |
|
56
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$221K | -2,308 | Closed |
|
FTSD Hedge Fund Activity: Q1 2021 in Review
53 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Franklin Short Duration US Government ETF (FTSD) for Q1 2021, worth a combined $235M — down 31% from $339M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FTSD positions and 3 closed out — a net gain of 9 holders — while 18 added to existing stakes and 20 trimmed.
The largest buyer was Bank of America, adding an estimated $7.27M. The largest seller was Franklin Resources, cutting an estimated $117M.
- 53 institutional investors held Franklin Short Duration US Government ETF (FTSD) as of Q1 2021, up from 44 in Q4 2020.
- Funds reported $235M of Franklin Short Duration US Government ETF stock for Q1 2021, down 31% quarter-over-quarter.
- 12 funds opened new Franklin Short Duration US Government ETF positions in Q1 2021 and 3 closed out, a net change of +9 holders.
- The largest Franklin Short Duration US Government ETF buyer in Q1 2021 was Bank of America, an estimated $7.27M added.
- The largest Franklin Short Duration US Government ETF seller in Q1 2021 was Franklin Resources, an estimated $117M sold.
Based on aggregated 13F filings for Q1 2021.