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Franklin Short Duration US Government ETF

46 hedge funds and large institutions have $142M invested in Franklin Short Duration US Government ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

7% more funds holding

Funds holding: 4346 (+3)

1.8% more ownership

Funds ownership: 69.1%70.9% (+1.8%)

14% less capital invested

Capital invested by funds: $165M → $142M (-$23M)

57% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 23

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
10
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$42.7M -$7.49M -83,707 -15%
Bank of America
2
Bank of America
North Carolina
$13.8M -$6.19M -69,181 -31%
UBS Group
3
UBS Group
Switzerland
$12M -$6.39M -71,437 -35%
MHS
4
M Holdings Securities
Oregon
$11.8M -$1.24M -13,846 -9%
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$11M +$2.96M +33,149 +37%
LPL Financial
6
LPL Financial
California
$7.2M +$87.1K +974 +1%
IA
7
IFP Advisors
Florida
$5.08M -$11.5K -129 -0.2%
Jane Street
8
Jane Street
New York
$4.29M -$2.55M -28,487 -37%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.96M +$1.29M +14,431 +77%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.66M -$901K -10,073 -25%
FTA
11
Financial & Tax Architects
Missouri
$2.61M +$2.59M +29,015 New
Koshinski Asset Management
12
Koshinski Asset Management
Illinois
$2.44M -$573K -6,405 -19%
RJA
13
Raymond James & Associates
Florida
$2.21M +$1.75M +19,550 +376%
Stifel Financial
14
Stifel Financial
Missouri
$2.07M -$242K -2,710 -11%
Citadel Advisors
15
Citadel Advisors
Florida
$2.01M +$994K +11,114 +98%
Morgan Stanley
16
Morgan Stanley
New York
$1.92M -$982K -10,985 -34%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.63M +$90.3K +1,010 +6%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$1.47M -$64K -716 -4%
Wells Fargo
19
Wells Fargo
California
$1.47M -$405K -4,534 -22%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.44M +$208K +2,325 +17%
LWM
21
Laidlaw Wealth Management
New York
$1.22M +$72.3K +808 +6%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.07M -$337K -3,764 -24%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$751K +$750K +8,392 New
FFA
24
Farther Finance Advisors
California
$716K +$715K +8,000 New
Truist Financial
25
Truist Financial
North Carolina
$644K +$33.6K +376 +6%

FTSD Hedge Fund Activity: Q4 2022 in Review

46 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Franklin Short Duration US Government ETF (FTSD) for Q4 2022, worth a combined $142M — down 14% from $165M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FTSD positions and 7 closed out — a net gain of 4 holders — while 10 added to existing stakes and 23 trimmed.

The largest buyer was Savant Capital, opening a new position worth an estimated $3.52M. The largest seller was Franklin Resources, cutting an estimated $7.49M.

  • 46 institutional investors held Franklin Short Duration US Government ETF (FTSD) as of Q4 2022, up from 43 in Q3 2022.
  • Funds reported $142M of Franklin Short Duration US Government ETF stock for Q4 2022, down 14% quarter-over-quarter.
  • 11 funds opened new Franklin Short Duration US Government ETF positions in Q4 2022 and 7 closed out, a net change of +4 holders.
  • The largest Franklin Short Duration US Government ETF buyer in Q4 2022 was Savant Capital, an estimated $3.52M added.
  • The largest Franklin Short Duration US Government ETF seller in Q4 2022 was Franklin Resources, an estimated $7.49M sold.

Based on aggregated 13F filings for Q4 2022.