Franklin Short Duration US Government ETF
FTSD
13 hedge funds and large institutions have $111M invested in Franklin Short Duration US Government ETF in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
44% more funds holding
Funds holding: 9 → 13 (+4)
7.44% less ownership
Funds ownership: 92.84% → 85.4% (-7.4%)
30% less capital invested
Capital invested by funds: $160M → $111M (-$48.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$857K |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
+$811K |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$420K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$213K |
| 5 |
Jane Street
New York
|
+$210K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$49.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$425K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Franklin Resources
San Mateo,
California
| $105M | -$49.4M | -511,916 | -32% |
|
|
2
UBS Group
Zurich,
Switzerland
| $1.49M | -$425K | -4,400 | -22% |
|
|
3
Morgan Stanley
New York
| $854K | +$857K | +8,878 | New |
|
|
4
Koshinski Asset Management
Decatur,
Illinois
| $809K | +$811K | +8,403 | New |
|
5
Stifel Financial
St. Louis,
Missouri
| $655K | – | – | – |
|
|
6
Jane Street
New York
| $651K | +$210K | +2,171 | +47% |
|
7
LPL Financial
San Diego,
California
| $469K | +$147K | +1,522 | +46% |
|
|
BRWA
8
B. Riley Wealth Advisors
Boca Raton,
Florida
| $419K | +$420K | +4,354 | New |
|
|
RJFSA
9
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| $212K | +$213K | +2,204 | New |
|
10
Bank of America
Charlotte,
North Carolina
| $80K | +$79.7K | +826 | New |
|
11
Royal Bank of Canada
Toronto,
Ontario, Canada
| $30K | +$19.3K | +200 | +185% |
|
|
IA
12
IFP Advisors
Tampa,
Florida
| $19K | +$4.83K | +50 | +33% |
|
13
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $5K | – | – | – |
|
FTSD Hedge Fund Activity: Q3 2017 in Review
13 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Franklin Short Duration US Government ETF (FTSD) for Q3 2017, worth a combined $111M — down 30% from $160M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FTSD positions and 0 closed out — a net gain of 5 holders — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Morgan Stanley, opening a new position worth an estimated $857K. The largest seller was Franklin Resources, cutting an estimated $49.4M.
- 13 institutional investors held Franklin Short Duration US Government ETF (FTSD) as of Q3 2017, up from 9 in Q2 2017.
- Funds reported $111M of Franklin Short Duration US Government ETF stock for Q3 2017, down 30% quarter-over-quarter.
- 5 funds opened new Franklin Short Duration US Government ETF positions in Q3 2017 and 0 closed out, a net change of +5 holders.
- The largest Franklin Short Duration US Government ETF buyer in Q3 2017 was Morgan Stanley, an estimated $857K added.
- The largest Franklin Short Duration US Government ETF seller in Q3 2017 was Franklin Resources, an estimated $49.4M sold.
Based on aggregated 13F filings for Q3 2017.