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Franklin Short Duration US Government ETF

58 hedge funds and large institutions have $271M invested in Franklin Short Duration US Government ETF in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

15% more capital invested

Capital invested by funds: $235M → $271M (+$35.8M)

9% more funds holding

Funds holding: 5358 (+5)

3.26% more ownership

Funds ownership: 53.9%57.16% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

28% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 25

Holders
58
Holders Change
+5
Holders Change %
+9.43%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
18
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$73.3M +$1.8M +18,878 +3%
Bank of America
2
Bank of America
North Carolina
$52.1M -$146K -1,538 -0.3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$37.2M +$36.5M +383,213 +4,546%
MHS
4
M Holdings Securities
Oregon
$19.7M +$2.03M +21,343 +11%
Morgan Stanley
5
Morgan Stanley
New York
$7.49M -$850K -8,932 -10%
Osaic Holdings
6
Osaic Holdings
Arizona
$6.43M +$1.02M +10,725 +19%
LWM
7
Laidlaw Wealth Management
New York
$6.13M +$750K +7,881 +14%
Jane Street
8
Jane Street
New York
$5.65M +$2.63M +27,625 +87%
FWP
9
FAS Wealth Partners
Kansas
$5.43M -$2.39M -25,075 -30%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.51M -$6.32M -66,451 -58%
Citadel Advisors
11
Citadel Advisors
Florida
$3.78M +$1.7M +17,847 +81%
Wells Fargo
12
Wells Fargo
California
$3.76M -$1.59M -16,678 -30%
Stifel Financial
13
Stifel Financial
Missouri
$3.37M +$3.02M +31,699 +844%
Koshinski Asset Management
14
Koshinski Asset Management
Illinois
$2.75M -$1.49M -15,651 -35%
LPL Financial
15
LPL Financial
California
$2.56M -$301K -3,167 -10%
CA
16
Cetera Advisors
Colorado
$2.5M +$1.37M +14,408 +121%
RWP
17
Ridgecrest Wealth Partners
California
$2.3M +$63K +662 +3%
UBS Group
18
UBS Group
Switzerland
$2.26M -$812K -8,532 -26%
OMC
19
Old Mission Capital
Illinois
$2.13M +$2.14M +22,459 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.08M -$552K -5,797 -21%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.94M -$68.7K -722 -3%
OC
22
Oppenheimer & Co
New York
$1.72M +$1.73M +18,157 New
CIBC World Market
23
CIBC World Market
Ontario, Canada
$1.67M +$108K +1,137 +7%
CAN
24
Cetera Advisor Networks
California
$1.6M +$62.2K +653 +4%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.56M +$1.57M +16,456 New

FTSD Hedge Fund Activity: Q2 2021 in Review

58 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Franklin Short Duration US Government ETF (FTSD) for Q2 2021, worth a combined $271M — up 15% from $235M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FTSD positions and 4 closed out — a net gain of 5 holders — while 18 added to existing stakes and 25 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $36.5M. The largest seller was Royal Bank of Canada, cutting an estimated $6.32M.

  • 58 institutional investors held Franklin Short Duration US Government ETF (FTSD) as of Q2 2021, up from 53 in Q1 2021.
  • Funds reported $271M of Franklin Short Duration US Government ETF stock for Q2 2021, up 15% quarter-over-quarter.
  • 9 funds opened new Franklin Short Duration US Government ETF positions in Q2 2021 and 4 closed out, a net change of +5 holders.
  • The largest Franklin Short Duration US Government ETF buyer in Q2 2021 was Commonwealth Equity Services, an estimated $36.5M added.
  • The largest Franklin Short Duration US Government ETF seller in Q2 2021 was Royal Bank of Canada, an estimated $6.32M sold.

Based on aggregated 13F filings for Q2 2021.