Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FRANKLIN TEMPLETON ETF TR (FLEE)

20 + Investors. Track Smart Money conviction in FLEE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
44%

Smart Money Signals — FLEE

Based on 20 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
20 hedge funds hold FLEE right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 3 quarters from the low — a sharp move.
🟠

More sellers than buyers — 44% buying

8 buying10 selling
Last quarter: 10 funds reduced or exited vs 8 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 5 → 3 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 20% medium ■ 20% new
12 out of 20 hedge funds have held FLEE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

3 → 4 → 5 → 3 → 3 new funds/Q
New funds entering each quarter: 4 → 5 → 3 → 3. FLEE is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 20% 1-2yr ■ 25% new
Of 20 current holders: 11 (55%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 19% AUM from top-100

19% from top-100 AUM funds
7 of 20 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FLEE

In 2025 Q4, 8 hedge funds were net buyers of FLEE (3 opened a new position, 5 added to an existing one), while 10 reduced or exited (7 trimmed, 3 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 20.

Hedge Fund Ownership: FLEE

How many hedge funds hold FLEE — quarterly history vs. share price
Quarterly hedge fund ownership of FLEE vs. share price

Market Analysis: FLEE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FLEE

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy FRANKLIN TEMPLETON ETF TR (FLEE) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FLEE has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 49d ago
FLEE
+4.7%
SPY
+42.5%

FLEE outperformed SPY by -37.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 4d ago
FLEE
-0.8%
SPY
-1.8%

Since the filing became public, FLEE outperformed SPY by +1.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: FLEE
2026 Q1 Stats Unlock in 1 days 20 + Investors

Track Smart Money conviction in FLEE. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 20 20 -
13F Shares 2M 1M 35.95%
Total Value $63M $44M 43.19%
New Positions 3 3 -
Increased Positions 5 7 -2
Closed Positions 3 3 -
Reduced Positions 7 6 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FLEE

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

20 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FLEE. Verified SEC 13F-HR filings.

QUARTER:
Top 24 institutional holders of FLEE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Treasure Coast Financial Planning 4.89% 261,478 $9.5M
2 BRANDYWINE OAK PRIVATE WEALTH LLC 0.15% 48,895 $1.8M
3 EP Wealth Advisors, LLC 0.11% 641,853 $23.3M
4 GTS SECURITIES LLC 0.08% 61,678 $2.2M
5 Sage Mountain Advisors LLC 0.01% 4,729 $172K
6 Tidal Investments LLC 0.01% 147,681 $5.4M
7 EverSource Wealth Advisors, LLC 0.01% 1,813 $338K
8 Bare Financial Services, Inc 0.01% 612 $22K
9 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% 7,498 $273K
10 Integrated Wealth Concepts LLC 0.00% 6,888 $250K
11 Orion Porfolio Solutions, LLC 0.00% 6,336 $230K
12 OSAIC HOLDINGS, INC. 0.00% 35,482 $1.3M
13 FIFTH THIRD BANCORP 0.00% 19,018 $691K
14 FRANKLIN RESOURCES INC 0.00% 82,921 $3.0M
15 Larson Financial Group LLC 0.00% 400 $15K
16 AdvisorNet Financial, Inc 0.00% 166 $6K
17 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% 61,840 $2.2M
18 LPL Financial LLC 0.00% 24,431 $888K
19 JANE STREET GROUP, LLC 0.00% 31,067 $1.1M
20 CITADEL ADVISORS LLC 0.00% 14,644 $532K
21 ROYAL BANK OF CANADA 0.00% 6,478 $236K
22 MORGAN STANLEY 0.00% 318 $12K
23 BlackRock, Inc. 0.00% 872 $32K
24 FMR LLC 0.00% 133 $5K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — FRANKLIN TEMPLETON ETF TR (FLEE)

What does the Smart Money Trend signal show for FLEE?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for FLEE?

More sellers than buyers — 44% buying: Last quarter: 10 funds reduced or exited vs 8 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for FLEE holders?

Smaller funds dominant — 19% AUM from top-100: 7 of 20 holders rank in the top 100 by AUM, but together hold only 19% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held FLEE?

60% of holders stayed for 2+ years: 12 out of 20 hedge funds have held FLEE for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy FRANKLIN TEMPLETON ETF TR (FLEE) following the 2026 Q1 hedge fund 13F filings?

As of today, FLEE has moved -0.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +1.0%. Since the quarter end (March 31, 2026), FLEE has gained +4.7% vs +42.5% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.