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Franklin Short Duration US Government ETF

33 hedge funds and large institutions have $108M invested in Franklin Short Duration US Government ETF in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more capital invested

Capital invested by funds: $74.8M → $108M (+$32.9M)

5.51% more ownership

Funds ownership: 51.86%57.38% (+5.5%)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

6% less funds holding

Funds holding: 3533 (-2)

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

Holders
33
Holders Change
-2
Holders Change %
-5.71%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$37.5M +$33.1M +349,273 +760%
Franklin Resources
2
Franklin Resources
California
$21.2M -$14.6M -153,775 -41%
Osaic Holdings
3
Osaic Holdings
Arizona
$7.85M +$7.85M +82,801 New
FHC
4
First Heartland Consultants
Missouri
$6.05M +$6.05M +63,858 New
Morgan Stanley
5
Morgan Stanley
New York
$5.52M +$2.84M +29,944 +106%
MHS
6
M Holdings Securities
Oregon
$4.22M +$4.22M +44,548 New
RJA
7
Raymond James & Associates
Florida
$3.4M -$4.08K -43 -0.1%
Koshinski Asset Management
8
Koshinski Asset Management
Illinois
$2.37M -$289K -3,050 -11%
LWM
9
Laidlaw Wealth Management
New York
$2.15M +$2.15M +22,723 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.15M -$1.08M -11,348 -33%
Jane Street
11
Jane Street
New York
$2.08M -$2.79M -29,450 -57%
CIBC World Market
12
CIBC World Market
Ontario, Canada
$1.65M -$13K -137 -0.8%
LPL Financial
13
LPL Financial
California
$1.64M -$25.5K -269 -2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.53M -$559K -5,903 -27%
Wells Fargo
15
Wells Fargo
California
$1.42M +$834K +8,803 +143%
CA
16
Cetera Advisors
Colorado
$1.03M -$1.81M -19,101 -64%
UBS Group
17
UBS Group
Switzerland
$1.03M -$154K -1,623 -13%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$769K +$277K +2,923 +56%
FHA
19
Flagship Harbor Advisors
Massachusetts
$580K +$10.5K +111 +2%
PAG
20
Private Advisor Group
New Jersey
$545K +$8.24K +87 +2%
IFG
21
Investors Financial Group
Minnesota
$518K +$14.6K +154 +3%
BRWA
22
B. Riley Wealth Advisors
Florida
$501K -$38.2K -403 -7%
Citadel Advisors
23
Citadel Advisors
Florida
$467K -$1.29M -13,651 -73%
AAS
24
Avantax Advisory Services
Texas
$417K +$31.1K +328 +8%
GM
25
GeoWealth Management
Illinois
$347K +$58.5K +617 +20%

FTSD Hedge Fund Activity: Q1 2020 in Review

33 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Franklin Short Duration US Government ETF (FTSD) for Q1 2020, worth a combined $108M — up 44% from $74.8M a quarter earlier.

Fund positioning in FTSD was balanced in Q1 2020: 7 funds opened new positions, 7 closed out, 10 added to existing stakes and 14 trimmed.

The largest buyer was Bank of America, adding an estimated $33.1M. The largest seller was Franklin Resources, cutting an estimated $14.6M.

  • 33 institutional investors held Franklin Short Duration US Government ETF (FTSD) as of Q1 2020, down from 35 in Q4 2019.
  • Funds reported $108M of Franklin Short Duration US Government ETF stock for Q1 2020, up 44% quarter-over-quarter.
  • 7 funds opened new Franklin Short Duration US Government ETF positions in Q1 2020 and 7 closed out, a net change of 0 holders.
  • The largest Franklin Short Duration US Government ETF buyer in Q1 2020 was Bank of America, an estimated $33.1M added.
  • The largest Franklin Short Duration US Government ETF seller in Q1 2020 was Franklin Resources, an estimated $14.6M sold.

Based on aggregated 13F filings for Q1 2020.