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Franklin Short Duration US Government ETF

45 hedge funds and large institutions have $104M invested in Franklin Short Duration US Government ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.91% more ownership

Funds ownership: 68.25%70.16% (+1.9%)

2% less funds holding

Funds holding: 4645 (-1)

8% less capital invested

Capital invested by funds: $114M → $104M (-$9.25M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

33% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 21

Holders
45
Holders Change
-1
Holders Change %
-2.17%
% 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
14
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$30.5M -$1.32M -14,706 -4%
WAP
2
Wealthcare Advisory Partners
Pennsylvania
$18.1M +$2.06M +22,929 +13%
Bank of America
3
Bank of America
North Carolina
$5.5M +$24.2K +269 +0.4%
Jane Street
4
Jane Street
New York
$5.27M +$1.22M +13,600 +30%
MHS
5
M Holdings Securities
Oregon
$4.96M -$778K -8,638 -14%
LPL Financial
6
LPL Financial
California
$4.53M +$884K +9,823 +24%
FTA
7
Financial & Tax Architects
Missouri
$3.68M +$1.59M +17,643 +76%
RJA
8
Raymond James & Associates
Florida
$2.63M -$4.74M -52,682 -64%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.42M -$239K -2,656 -9%
Morgan Stanley
10
Morgan Stanley
New York
$2.35M -$2.27M -25,265 -49%
FFA
11
Farther Finance Advisors
California
$2.3M -$127K -1,412 -5%
KWA
12
Kingswood Wealth Advisors
California
$1.89M
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.83M -$35.1K -390 -2%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.57M +$51.9K +576 +3%
UBS Group
15
UBS Group
Switzerland
$1.56M -$178K -1,972 -10%
FTUS
16
Flow Traders U.S.
New York
$1.52M +$1.52M +16,914 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.48M +$21.1K +234 +1%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$1.43M -$55.5K -616 -4%
SWP
19
Stratos Wealth Partners
Ohio
$1.2M +$144K +1,604 +14%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$1.13M +$405K +4,499 +56%
Wells Fargo
21
Wells Fargo
California
$1.1M -$502K -5,580 -31%
SC
22
Savant Capital
Illinois
$1.09M -$344K -3,822 -24%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.04M -$27.6K -307 -3%
Koshinski Asset Management
24
Koshinski Asset Management
Illinois
$901K -$790K -8,773 -47%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$519K +$295K +3,277 +132%

FTSD Hedge Fund Activity: Q1 2024 in Review

45 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Franklin Short Duration US Government ETF (FTSD) for Q1 2024, worth a combined $104M — down 8.1% from $114M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of FTSD and 5 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 14 added.

The largest buyer was Wealthcare Advisory Partners, adding an estimated $2.06M. The largest seller was Raymond James & Associates, cutting an estimated $4.74M.

  • 45 institutional investors held Franklin Short Duration US Government ETF (FTSD) as of Q1 2024, down from 46 in Q4 2023.
  • Funds reported $104M of Franklin Short Duration US Government ETF stock for Q1 2024, down 8.1% quarter-over-quarter.
  • 5 funds opened new Franklin Short Duration US Government ETF positions in Q1 2024 and 6 closed out, a net change of -1 holder.
  • The largest Franklin Short Duration US Government ETF buyer in Q1 2024 was Wealthcare Advisory Partners, an estimated $2.06M added.
  • The largest Franklin Short Duration US Government ETF seller in Q1 2024 was Raymond James & Associates, an estimated $4.74M sold.

Based on aggregated 13F filings for Q1 2024.