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Franklin Senior Loan ETF

131 hedge funds and large institutions have $730M invested in Franklin Senior Loan ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 60 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

32% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 60

Holders
131
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$63.3M
2 +$11.3M
3 +$8.64M
4
Morgan Stanley
Morgan Stanley
New York
+$4.4M
5
Bank of America
Bank of America
North Carolina
+$4.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$224M
NYLIM
2
New York Life Investment Management
New York
$63.3M
HFS
3
Hantz Financial Services
Michigan
$57.1M
KMWM
4
Keudell/Morrison Wealth Management
Oregon
$37.3M
LPL Financial
5
LPL Financial
California
$30.3M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$18.2M
WIM
7
WealthPlan Investment Management
Nebraska
$17.8M
Bank of New York Mellon
8
Bank of New York Mellon
New York
$16.5M
PIWA
9
Prevail Innovative Wealth Advisors
Kansas
$16.2M
DC
10
Dorval Corp
Minnesota
$14.8M
PWM
11
Prentice Wealth Management
New York
$12.9M
ACM
12
Ashford Capital Management
Delaware
$11.3M
Raymond James Financial
13
Raymond James Financial
Florida
$10.7M
SAS
14
Sage Advisory Services
Texas
$9M
CFP
15
Curran Financial Partners
South Carolina
$8.64M
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$8.51M
Ameriprise
17
Ameriprise
Minnesota
$8.46M
Calamos Advisors
18
Calamos Advisors
Illinois
$7.39M
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$6.38M
AA
20
Aire Advisors
California
$6.28M
IFA
21
Independence Financial Advisors
New Hampshire
$5.64M
OPAM
22
Ocean Park Asset Management
California
$5.18M
FIA
23
Foundations Investment Advisors
Arizona
$5.1M
FTS
24
Fifth Third Securities
Ohio
$5.07M
SPIA
25
Steward Partners Investment Advisory
New York
$4.88M