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Franklin Senior Loan ETF

125 hedge funds and large institutions have $813M invested in Franklin Senior Loan ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 72 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$223M
NYLIM
2
New York Life Investment Management
New York
$86.8M
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$63.5M
HFS
4
Hantz Financial Services
Michigan
$56.9M
LPL Financial
5
LPL Financial
California
$34.8M
Ameriprise
6
Ameriprise
Minnesota
$20.3M
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$19M
WIM
8
WealthPlan Investment Management
Nebraska
$18M
PIWA
9
Prevail Innovative Wealth Advisors
Kansas
$17.7M
Bank of New York Mellon
10
Bank of New York Mellon
New York
$15.8M
Osaic Holdings
11
Osaic Holdings
Arizona
$14.5M
CFP
12
Curran Financial Partners
South Carolina
$12.8M
PWM
13
Prentice Wealth Management
New York
$12.6M
Raymond James Financial
14
Raymond James Financial
Florida
$12.4M
DC
15
Dorval Corp
Minnesota
$11.3M
OPAM
16
Ocean Park Asset Management
California
$9.81M
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$9.38M
SAS
18
Sage Advisory Services
Texas
$9.38M
ACM
19
Ashford Capital Management
Delaware
$8.76M
Calamos Advisors
20
Calamos Advisors
Illinois
$8.06M
AssetMark Inc
21
AssetMark Inc
California
$6.69M
AA
22
Aire Advisors
California
$6.28M
IFA
23
Independence Financial Advisors
New Hampshire
$5.97M
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$5.41M
FIA
25
Foundations Investment Advisors
Arizona
$5.35M