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Franklin Short Duration US Government ETF

37 hedge funds and large institutions have $236M invested in Franklin Short Duration US Government ETF in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 7

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

119% more capital invested

Capital invested by funds: $108M → $236M (+$128M)

14.35% more ownership

Funds ownership: 57.38%71.73% (+14%)

12% more funds holding

Funds holding: 3337 (+4)

Holders
37
Holders Change
+4
Holders Change %
+12.12%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
20
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$121M +$98.9M +1,035,998 +464%
Bank of America
2
Bank of America
North Carolina
$38M +$170K +1,778 +0.4%
CAN
3
Cetera Advisor Networks
California
$11.2M +$11.2M +116,969 New
MHS
4
M Holdings Securities
Oregon
$10.6M +$6.27M +65,600 +147%
FHC
5
First Heartland Consultants
Missouri
$6.82M +$701K +7,344 +12%
Morgan Stanley
6
Morgan Stanley
New York
$6.39M +$804K +8,418 +14%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$6.38M +$4.82M +50,463 +313%
RJA
8
Raymond James & Associates
Florida
$4.98M +$1.54M +16,135 +45%
Osaic Holdings
9
Osaic Holdings
Arizona
$4.06M -$3.86M -40,392 -49%
GSWM
10
Golden State Wealth Management
California
$3.04M +$3M +31,408 +8,420%
Koshinski Asset Management
11
Koshinski Asset Management
Illinois
$2.84M +$440K +4,608 +18%
Wells Fargo
12
Wells Fargo
California
$2.19M +$751K +7,861 +53%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.14M -$31.4K -329 -1%
LPL Financial
14
LPL Financial
California
$2.1M +$447K +4,685 +27%
LWM
15
Laidlaw Wealth Management
New York
$1.98M -$195K -2,043 -9%
CIBC World Market
16
CIBC World Market
Ontario, Canada
$1.65M -$15.1K -158 -0.9%
PAG
17
Private Advisor Group
New Jersey
$1.24M +$687K +7,191 +125%
UBS Group
18
UBS Group
Switzerland
$1.13M +$84.5K +885 +8%
IF
19
Intrua Financial
Texas
$1M +$996K +10,430 New
RJFSA
20
Raymond James Financial Services Advisors
Florida
$938K +$160K +1,679 +21%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$934K +$931K +9,743 New
AWA
22
Arete Wealth Advisors
Illinois
$880K +$877K +9,182 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$872K +$869K +9,102 New
FHA
24
Flagship Harbor Advisors
Massachusetts
$587K +$764 +8 +0.1%
IFG
25
Investors Financial Group
Minnesota
$574K +$49.9K +522 +10%

FTSD Hedge Fund Activity: Q2 2020 in Review

37 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Franklin Short Duration US Government ETF (FTSD) for Q2 2020, worth a combined $236M — up 119% from $108M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FTSD positions and 3 closed out — a net gain of 5 holders — while 20 added to existing stakes and 7 trimmed.

The largest buyer was Franklin Resources, adding an estimated $98.9M. The largest seller was Osaic Holdings, cutting an estimated $3.86M.

  • 37 institutional investors held Franklin Short Duration US Government ETF (FTSD) as of Q2 2020, up from 33 in Q1 2020.
  • Funds reported $236M of Franklin Short Duration US Government ETF stock for Q2 2020, up 119% quarter-over-quarter.
  • 8 funds opened new Franklin Short Duration US Government ETF positions in Q2 2020 and 3 closed out, a net change of +5 holders.
  • The largest Franklin Short Duration US Government ETF buyer in Q2 2020 was Franklin Resources, an estimated $98.9M added.
  • The largest Franklin Short Duration US Government ETF seller in Q2 2020 was Osaic Holdings, an estimated $3.86M sold.

Based on aggregated 13F filings for Q2 2020.