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Franklin Short Duration US Government ETF

43 hedge funds and large institutions have $123M invested in Franklin Short Duration US Government ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 23 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

13% more capital invested

Capital invested by funds: $109M → $123M (+$14.4M)

11.17% more ownership

Funds ownership: 61.41%72.58% (+11%)

10% more funds holding

Funds holding: 3943 (+4)

48% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 23

Holders
43
Holders Change
+4
Holders Change %
+10.26%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
23
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$36.7M -$1.15M -12,884 -3%
WAP
2
Wealthcare Advisory Partners
Pennsylvania
$18.6M +$2.04M +22,856 +12%
Citadel Advisors
3
Citadel Advisors
Florida
$7.17M +$6.6M +73,863 +1,144%
MHS
4
M Holdings Securities
Oregon
$6.98M +$6.98M +78,171 New
Jane Street
5
Jane Street
New York
$6.39M +$3.06M +34,298 +92%
Bank of America
6
Bank of America
North Carolina
$6.21M -$529K -5,929 -8%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.01M +$2.56M +28,629 +175%
LPL Financial
8
LPL Financial
California
$3.4M +$664K +7,433 +24%
Morgan Stanley
9
Morgan Stanley
New York
$3.26M -$369K -4,135 -10%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.9M -$2.43M -27,181 -46%
FFA
11
Farther Finance Advisors
California
$2.64M -$47.4K -531 -2%
FTA
12
Financial & Tax Architects
Missouri
$2.22M +$796K +8,910 +56%
UBS Group
13
UBS Group
Switzerland
$1.94M -$4.28M -47,900 -69%
SC
14
Savant Capital
Illinois
$1.94M -$318K -3,562 -14%
KWA
15
Kingswood Wealth Advisors
California
$1.87M -$14.3K -160 -0.8%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.7M +$1.7M +19,066 New
Wells Fargo
17
Wells Fargo
California
$1.66M -$60.5K -677 -4%
Koshinski Asset Management
18
Koshinski Asset Management
Illinois
$1.56M -$28.6K -320 -2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.5M -$82K -918 -5%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$1.47M -$40.2K -450 -3%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$1.43M -$92.4K -1,035 -6%
SWP
22
Stratos Wealth Partners
Ohio
$1.21M +$1.21M +13,557 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.05M -$671K -7,512 -39%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$755K +$5.27K +59 +0.7%
RJA
25
Raymond James & Associates
Florida
$711K +$277K +3,103 +64%

FTSD Hedge Fund Activity: Q3 2023 in Review

43 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Franklin Short Duration US Government ETF (FTSD) for Q3 2023, worth a combined $123M — up 13% from $109M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FTSD positions and 1 closed out — a net gain of 4 holders — while 12 added to existing stakes and 23 trimmed.

The largest buyer was M Holdings Securities, opening a new position worth an estimated $6.98M. The largest seller was UBS Group, cutting an estimated $4.28M.

  • 43 institutional investors held Franklin Short Duration US Government ETF (FTSD) as of Q3 2023, up from 39 in Q2 2023.
  • Funds reported $123M of Franklin Short Duration US Government ETF stock for Q3 2023, up 13% quarter-over-quarter.
  • 5 funds opened new Franklin Short Duration US Government ETF positions in Q3 2023 and 1 closed out, a net change of +4 holders.
  • The largest Franklin Short Duration US Government ETF buyer in Q3 2023 was M Holdings Securities, an estimated $6.98M added.
  • The largest Franklin Short Duration US Government ETF seller in Q3 2023 was UBS Group, an estimated $4.28M sold.

Based on aggregated 13F filings for Q3 2023.