We are live on ! Find out more
FTSD icon

Franklin Short Duration US Government ETF

41 hedge funds and large institutions have $134M invested in Franklin Short Duration US Government ETF in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.75% less ownership

Funds ownership: 70.9%67.15% (-3.8%)

5% less capital invested

Capital invested by funds: $142M → $134M (-$7.26M)

11% less funds holding

Funds holding: 4641 (-5)

11% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 18

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $10.1M

Holders
41
Holders Change
-5
Holders Change %
-10.87%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
16
Reduced
18
Closed
10
Calls
Puts
$10.1M
Net Calls
-$10.1M
Net Calls Change
-$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$41.8M -$1.41M -15,649 -3%
Jane Street
2
Jane Street
New York
$13.3M +$8.96M +99,688 +208%
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$12.4M +$1.27M +14,130 +12%
Bank of America
4
Bank of America
North Carolina
$12.4M -$1.53M -17,074 -11%
UBS Group
5
UBS Group
Switzerland
$8.98M -$3.13M -34,815 -26%
LPL Financial
6
LPL Financial
California
$7.14M -$141K -1,571 -2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.42M +$4.32M +48,045 +403%
FTA
8
Financial & Tax Architects
Missouri
$4.62M +$1.99M +22,104 +76%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.77M -$219K -2,436 -7%
SC
10
Savant Capital
Illinois
$2.74M -$805K -8,959 -23%
Koshinski Asset Management
11
Koshinski Asset Management
Illinois
$2.39M -$79.5K -884 -3%
Morgan Stanley
12
Morgan Stanley
New York
$2.11M +$168K +1,865 +9%
FFA
13
Farther Finance Advisors
California
$1.97M +$1.24M +13,822 +173%
Wells Fargo
14
Wells Fargo
California
$1.82M +$339K +3,775 +23%
AI
15
Atria Investments
North Carolina
$1.69M +$1.68M +18,744 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.68M +$30.8K +343 +2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.66M +$201K +2,236 +14%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$1.53M +$41.1K +457 +3%
RJA
19
Raymond James & Associates
Florida
$1.26M -$972K -10,811 -44%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$823K +$64.6K +719 +9%
LWM
21
Laidlaw Wealth Management
New York
$792K -$438K -4,878 -36%
Truist Financial
22
Truist Financial
North Carolina
$533K -$117K -1,298 -18%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$500K +$6.2K +69 +1%
BFG
24
Berger Financial Group
Minnesota
$482K -$5.84K -65 -1%
TVAMP
25
Tennessee Valley Asset Management Partners
Tennessee
$478K +$9.08K +101 +2%

FTSD Hedge Fund Activity: Q1 2023 in Review

41 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Franklin Short Duration US Government ETF (FTSD) for Q1 2023, worth a combined $134M — down 5.1% from $142M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of FTSD and 5 opened new positions — a net loss of 5 holders — while 18 trimmed existing stakes and 16 added.

The largest buyer was Jane Street, adding an estimated $8.96M. The largest seller was M Holdings Securities, exiting entirely with an estimated $11.9M sold.

  • 41 institutional investors held Franklin Short Duration US Government ETF (FTSD) as of Q1 2023, down from 46 in Q4 2022.
  • Funds reported $134M of Franklin Short Duration US Government ETF stock for Q1 2023, down 5.1% quarter-over-quarter.
  • 5 funds opened new Franklin Short Duration US Government ETF positions in Q1 2023 and 10 closed out, a net change of -5 holders.
  • The largest Franklin Short Duration US Government ETF buyer in Q1 2023 was Jane Street, an estimated $8.96M added.
  • The largest Franklin Short Duration US Government ETF seller in Q1 2023 was M Holdings Securities, an estimated $11.9M sold.

Based on aggregated 13F filings for Q1 2023.