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Franklin Short Duration US Government ETF

46 hedge funds and large institutions have $95.3M invested in Franklin Short Duration US Government ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $93.6M → $95.3M (+$1.75M)

1.41% less ownership

Funds ownership: 62.98%61.58% (-1.4%)

2% less funds holding

Funds holding: 4746 (-1)

24% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 21

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
16
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$30.1M -$93.8K -1,035 -0.3%
WAP
2
Wealthcare Advisory Partners
Pennsylvania
$21.6M +$2.61M +28,852 +14%
Bank of America
3
Bank of America
North Carolina
$5.65M -$1.99M -21,964 -26%
LPL Financial
4
LPL Financial
California
$5.4M +$239K +2,637 +5%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.25M +$351K +3,872 +19%
FTA
6
Financial & Tax Architects
Missouri
$2.23M -$494K -5,449 -18%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.23M -$173K -1,904 -7%
Morgan Stanley
8
Morgan Stanley
New York
$2.11M -$245K -2,699 -10%
KWA
9
Kingswood Wealth Advisors
California
$1.92M
FFA
10
Farther Finance Advisors
California
$1.8M -$401K -4,423 -18%
SFS
11
Sowell Financial Services
Arkansas
$1.35M
JPLA
12
Joseph P. Lucia & Associates
New York
$1.34M +$1.33M +14,685 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.3M +$493K +5,437 +62%
SA
14
Sanctuary Advisors
Indiana
$1.28M +$238K +2,624 +23%
Jane Street
15
Jane Street
New York
$1.28M +$1.27M +14,025 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.11M -$739K -8,154 -40%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.07M +$803K +8,864 +313%
Koshinski Asset Management
18
Koshinski Asset Management
Illinois
$1.06M -$13.1K -145 -1%
AI
19
Atria Investments
North Carolina
$995K +$57.7K +637 +6%
AWS
20
Atria Wealth Solutions
New York
$969K +$259K +2,859 +37%
UBS Group
21
UBS Group
Switzerland
$907K -$123K -1,358 -12%
Citadel Advisors
22
Citadel Advisors
Florida
$885K -$1.37M -15,129 -61%
Wells Fargo
23
Wells Fargo
California
$877K -$140K -1,541 -14%
SC
24
Savant Capital
Illinois
$759K -$254K -2,807 -25%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$449K +$82.5K +910 +23%

FTSD Hedge Fund Activity: Q3 2024 in Review

46 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Franklin Short Duration US Government ETF (FTSD) for Q3 2024, worth a combined $95.3M — up 1.9% from $93.6M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of FTSD and 3 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 16 added.

The largest buyer was Wealthcare Advisory Partners, adding an estimated $2.61M. The largest seller was Bank of America, cutting an estimated $1.99M.

  • 46 institutional investors held Franklin Short Duration US Government ETF (FTSD) as of Q3 2024, down from 47 in Q2 2024.
  • Funds reported $95.3M of Franklin Short Duration US Government ETF stock for Q3 2024, up 1.9% quarter-over-quarter.
  • 3 funds opened new Franklin Short Duration US Government ETF positions in Q3 2024 and 4 closed out, a net change of -1 holder.
  • The largest Franklin Short Duration US Government ETF buyer in Q3 2024 was Wealthcare Advisory Partners, an estimated $2.61M added.
  • The largest Franklin Short Duration US Government ETF seller in Q3 2024 was Bank of America, an estimated $1.99M sold.

Based on aggregated 13F filings for Q3 2024.