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Franklin Short Duration US Government ETF

23 hedge funds and large institutions have $137M invested in Franklin Short Duration US Government ETF in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

21% more funds holding

Funds holding: 1923 (+4)

9% more capital invested

Capital invested by funds: $126M → $137M (+$10.9M)

0.9% less ownership

Funds ownership: 72.17%71.26% (-0.9%)

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$112M -$3.34M -35,375 -3%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$7.19M +$3.56M +37,697 +99%
Jane Street
3
Jane Street
New York
$5.32M +$5.3M +56,128 New
BFEC
4
Benjamin F. Edwards & Company
Missouri
$4.31M +$4.29M +45,438 New
Koshinski Asset Management
5
Koshinski Asset Management
Illinois
$1.38M -$378K -4,000 -22%
RJA
6
Raymond James & Associates
Florida
$850K +$847K +8,973 New
LPL Financial
7
LPL Financial
California
$829K +$45.8K +485 +6%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$753K -$6.61K -70 -0.9%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$740K +$57.8K +612 +9%
Morgan Stanley
10
Morgan Stanley
New York
$716K +$551K +5,836 +340%
UBS Group
11
UBS Group
Switzerland
$612K +$105K +1,113 +21%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$592K -$133K -1,404 -18%
BRWA
13
B. Riley Wealth Advisors
Florida
$467K +$5.95K +63 +1%
CA
14
Cetera Advisors
Colorado
$453K -$123K -1,304 -21%
KPW
15
Kore Private Wealth
New York
$343K +$341K +3,608 New
Bank of America
16
Bank of America
North Carolina
$90K -$519K -5,491 -85%
AG
17
Advisor Group
Arizona
$51K +$37.9K +401 +302%
BCI
18
Brinker Capital Investments
Pennsylvania
$36K +$189 +2 +0.5%
FDCDDQ
19
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27K +$26.9K +285 New
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$26K +$25.5K +270 New
FHA
21
Flagship Harbor Advisors
Massachusetts
$20K
CIAS
22
Capital Investment Advisory Services
North Carolina
$19K +$18.9K +200 New
SWM
23
SeaCrest Wealth Management
New York
$12K
SWP
24
Stratos Wealth Partners
Ohio
-$165K -1,750 Closed
IA
25
IFP Advisors
Florida
-$14K -150 Closed

FTSD Hedge Fund Activity: Q4 2018 in Review

23 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Franklin Short Duration US Government ETF (FTSD) for Q4 2018, worth a combined $137M — up 8.6% from $126M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FTSD positions and 3 closed out — a net gain of 4 holders — while 8 added to existing stakes and 6 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $5.3M. The largest seller was Franklin Resources, cutting an estimated $3.34M.

  • 23 institutional investors held Franklin Short Duration US Government ETF (FTSD) as of Q4 2018, up from 19 in Q3 2018.
  • Funds reported $137M of Franklin Short Duration US Government ETF stock for Q4 2018, up 8.6% quarter-over-quarter.
  • 7 funds opened new Franklin Short Duration US Government ETF positions in Q4 2018 and 3 closed out, a net change of +4 holders.
  • The largest Franklin Short Duration US Government ETF buyer in Q4 2018 was Jane Street, an estimated $5.3M added.
  • The largest Franklin Short Duration US Government ETF seller in Q4 2018 was Franklin Resources, an estimated $3.34M sold.

Based on aggregated 13F filings for Q4 2018.