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Franklin Short Duration US Government ETF

45 hedge funds and large institutions have $226M invested in Franklin Short Duration US Government ETF in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2.46% more ownership

Funds ownership: 67.06%69.52% (+2.5%)

0% more funds holding

Funds holding: 4545 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $241M → $226M (-$15.4M)

64% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 25

Holders
45
Holders Change
Holders Change %
0%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
9
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
$56.3M +$156K +1,706 +0.3%
Bank of America
2
Bank of America
North Carolina
$50.3M -$2.02M -22,071 -4%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$39.7M +$700K +7,643 +2%
MHS
4
M Holdings Securities
Oregon
$16.7M -$6.67M -72,922 -29%
LPL Financial
5
LPL Financial
California
$9.97M +$7.17M +78,305 +254%
WAP
6
Wealthcare Advisory Partners
Pennsylvania
$5.33M +$5.34M +58,336 New
IA
7
IFP Advisors
Florida
$5.05M
UBS Group
8
UBS Group
Switzerland
$3.74M +$35.1K +384 +0.9%
Jane Street
9
Jane Street
New York
$3.52M -$3.9M -42,644 -53%
Koshinski Asset Management
10
Koshinski Asset Management
Illinois
$3.32M -$107K -1,165 -3%
Morgan Stanley
11
Morgan Stanley
New York
$3.12M +$9.61K +105 +0.3%
Stifel Financial
12
Stifel Financial
Missouri
$2.9M -$302K -3,301 -9%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.58M -$433K -4,727 -14%
FWP
14
FAS Wealth Partners
Kansas
$2.41M -$588K -6,420 -20%
LWM
15
Laidlaw Wealth Management
New York
$2.37M -$4.71M -51,425 -66%
Wells Fargo
16
Wells Fargo
California
$1.88M -$157K -1,716 -8%
CIBC World Market
17
CIBC World Market
Ontario, Canada
$1.57M -$67.1K -733 -4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.47M -$650K -7,100 -31%
PAG
19
Private Advisor Group
New Jersey
$1.37M +$985K +10,760 +255%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.35M +$172K +1,884 +15%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.29M -$1.56M -17,087 -55%
AAS
22
Avantax Advisory Services
Texas
$917K +$29.4K +321 +3%
AWA
23
Arete Wealth Advisors
Illinois
$839K
MA
24
MJP Associates
Connecticut
$839K
RJA
25
Raymond James & Associates
Florida
$837K -$199K -2,178 -19%

FTSD Hedge Fund Activity: Q2 2022 in Review

45 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Franklin Short Duration US Government ETF (FTSD) for Q2 2022, worth a combined $226M — down 6.4% from $241M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FTSD positions and 4 closed out — a net gain of 1 holder — while 9 added to existing stakes and 25 trimmed.

The largest buyer was LPL Financial, adding an estimated $7.17M. The largest seller was M Holdings Securities, cutting an estimated $6.67M.

  • 45 institutional investors held Franklin Short Duration US Government ETF (FTSD) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $226M of Franklin Short Duration US Government ETF stock for Q2 2022, down 6.4% quarter-over-quarter.
  • 5 funds opened new Franklin Short Duration US Government ETF positions in Q2 2022 and 4 closed out, a net change of +1 holder.
  • The largest Franklin Short Duration US Government ETF buyer in Q2 2022 was LPL Financial, an estimated $7.17M added.
  • The largest Franklin Short Duration US Government ETF seller in Q2 2022 was M Holdings Securities, an estimated $6.67M sold.

Based on aggregated 13F filings for Q2 2022.