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Franklin Short Duration US Government ETF

45 hedge funds and large institutions have $241M invested in Franklin Short Duration US Government ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

12.92% more ownership

Funds ownership: 54.14%67.06% (+13%)

12% more capital invested

Capital invested by funds: $216M → $241M (+$25.4M)

10% less funds holding

Funds holding: 5045 (-5)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

56% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 25

Holders
45
Holders Change
-5
Holders Change %
-10%
% of All Funds
0.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
11
Reduced
25
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$56.6M -$1.14M -12,218 -2%
Bank of America
2
Bank of America
North Carolina
$52.7M +$18M +193,586 +51%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$39.3M +$751K +8,069 +2%
MHS
4
M Holdings Securities
Oregon
$23.5M +$23.8M +255,290 New
Jane Street
5
Jane Street
New York
$7.47M -$2.31M -24,778 -23%
LWM
6
Laidlaw Wealth Management
New York
$7.13M -$237K -2,549 -3%
Citadel Advisors
7
Citadel Advisors
Florida
$5.45M +$4.37K +47 +0.1%
IA
8
IFP Advisors
Florida
$5.05M +$4.79M +51,416 +2,778%
UBS Group
9
UBS Group
Switzerland
$3.73M +$829K +8,905 +28%
Koshinski Asset Management
10
Koshinski Asset Management
Illinois
$3.45M -$287K -3,085 -8%
Stifel Financial
11
Stifel Financial
Missouri
$3.23M -$1.25M -13,441 -28%
Morgan Stanley
12
Morgan Stanley
New York
$3.13M -$3.24M -34,828 -51%
Osaic Holdings
13
Osaic Holdings
Arizona
$3.03M -$736K -7,910 -19%
FWP
14
FAS Wealth Partners
Kansas
$3.02M -$1.47M -15,829 -33%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$2.87M +$124K +1,335 +4%
LPL Financial
16
LPL Financial
California
$2.84M -$106K -1,139 -4%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$2.13M -$2.48M -26,633 -53%
Wells Fargo
18
Wells Fargo
California
$2.05M -$418K -4,490 -17%
CIBC World Market
19
CIBC World Market
Ontario, Canada
$1.65M -$39.7K -427 -2%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.19M +$372K +3,992 +45%
RJA
21
Raymond James & Associates
Florida
$1.04M -$1.65M -17,682 -61%
AAS
22
Avantax Advisory Services
Texas
$893K +$114K +1,230 +15%
BFG
23
Berger Financial Group
Minnesota
$860K -$146K -1,570 -14%
AWA
24
Arete Wealth Advisors
Illinois
$846K
MA
25
MJP Associates
Connecticut
$846K

FTSD Hedge Fund Activity: Q1 2022 in Review

45 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Franklin Short Duration US Government ETF (FTSD) for Q1 2022, worth a combined $241M — up 12% from $216M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of FTSD and 5 opened new positions — a net loss of 4 holders — while 25 trimmed existing stakes and 11 added.

The largest buyer was Bank of America, adding an estimated $18M. The largest seller was Morgan Stanley, cutting an estimated $3.24M.

  • 45 institutional investors held Franklin Short Duration US Government ETF (FTSD) as of Q1 2022, down from 50 in Q4 2021.
  • Funds reported $241M of Franklin Short Duration US Government ETF stock for Q1 2022, up 12% quarter-over-quarter.
  • 5 funds opened new Franklin Short Duration US Government ETF positions in Q1 2022 and 9 closed out, a net change of -4 holders.
  • The largest Franklin Short Duration US Government ETF buyer in Q1 2022 was Bank of America, an estimated $18M added.
  • The largest Franklin Short Duration US Government ETF seller in Q1 2022 was Morgan Stanley, an estimated $3.24M sold.

Based on aggregated 13F filings for Q1 2022.