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Franklin Short Duration US Government ETF

46 hedge funds and large institutions have $114M invested in Franklin Short Duration US Government ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 27 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

7% more funds holding

Funds holding: 4346 (+3)

4.33% less ownership

Funds ownership: 72.58%68.25% (-4.3%)

8% less capital invested

Capital invested by funds: $123M → $114M (-$9.52M)

63% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 27

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
27
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$31.8M -$5.22M -58,401 -14%
WAP
2
Wealthcare Advisory Partners
Pennsylvania
$16M -$2.75M -30,786 -15%
RJA
3
Raymond James & Associates
Florida
$7.37M +$6.61M +73,891 +927%
MHS
4
M Holdings Securities
Oregon
$5.72M -$1.3M -14,542 -19%
Bank of America
5
Bank of America
North Carolina
$5.47M -$782K -8,749 -13%
Morgan Stanley
6
Morgan Stanley
New York
$4.62M +$1.32M +14,772 +40%
Jane Street
7
Jane Street
New York
$4.03M -$2.39M -26,738 -37%
Citadel Advisors
8
Citadel Advisors
Florida
$3.79M -$3.41M -38,173 -48%
LPL Financial
9
LPL Financial
California
$3.64M +$210K +2,353 +6%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.66M -$1.38M -15,409 -34%
FFA
11
Farther Finance Advisors
California
$2.43M -$224K -2,509 -8%
FTA
12
Financial & Tax Architects
Missouri
$2.09M -$151K -1,689 -7%
KWA
13
Kingswood Wealth Advisors
California
$1.89M
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.86M -$1.05M -11,796 -36%
UBS Group
15
UBS Group
Switzerland
$1.74M -$219K -2,447 -11%
Koshinski Asset Management
16
Koshinski Asset Management
Illinois
$1.69M +$120K +1,345 +8%
Wells Fargo
17
Wells Fargo
California
$1.6M -$72.6K -812 -4%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.51M +$65.5K +733 +5%
CIBC World Market
19
CIBC World Market
Ontario, Canada
$1.48M +$2.23K +25 +0.2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.46M -$45.8K -512 -3%
SC
21
Savant Capital
Illinois
$1.43M -$518K -5,790 -27%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.06M +$6.79K +76 +0.6%
SWP
23
Stratos Wealth Partners
Ohio
$1.05M -$169K -1,890 -14%
TVAMP
24
Tennessee Valley Asset Management Partners
Tennessee
$877K +$385K +4,306 +79%
IWC
25
Integrated Wealth Concepts
Massachusetts
$808K +$803K +8,981 New

FTSD Hedge Fund Activity: Q4 2023 in Review

46 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Franklin Short Duration US Government ETF (FTSD) for Q4 2023, worth a combined $114M — down 7.7% from $123M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FTSD positions and 3 closed out — a net gain of 3 holders — while 10 added to existing stakes and 27 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $6.61M. The largest seller was Franklin Resources, cutting an estimated $5.22M.

  • 46 institutional investors held Franklin Short Duration US Government ETF (FTSD) as of Q4 2023, up from 43 in Q3 2023.
  • Funds reported $114M of Franklin Short Duration US Government ETF stock for Q4 2023, down 7.7% quarter-over-quarter.
  • 6 funds opened new Franklin Short Duration US Government ETF positions in Q4 2023 and 3 closed out, a net change of +3 holders.
  • The largest Franklin Short Duration US Government ETF buyer in Q4 2023 was Raymond James & Associates, an estimated $6.61M added.
  • The largest Franklin Short Duration US Government ETF seller in Q4 2023 was Franklin Resources, an estimated $5.22M sold.

Based on aggregated 13F filings for Q4 2023.