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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
Bank of America
26
Bank of America
North Carolina
$4.57M
Morgan Stanley
27
Morgan Stanley
New York
$4.46M
PWM
28
Perigon Wealth Management
California
$4.45M
SIA
29
Summit Investment Advisors
Maryland
$4.29M
SIAS
30
Summit Investment Advisory Services
Minnesota
$4.27M
AssetMark Inc
31
AssetMark Inc
California
$3.96M
MHFA
32
Mission Hills Financial Advisory
California
$3.87M
FWM
33
Foguth Wealth Management
Michigan
$3.75M
MML Investors Services
34
MML Investors Services
Massachusetts
$3.7M
SAW
35
Signal Advisors Wealth
Michigan
$3.67M
WP
36
WealthPLAN Partners
Nebraska
$3.65M
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$3.47M
AF
38
Advisornet Financial
Minnesota
$3.35M
TPA
39
Trivium Point Advisory
Connecticut
$2.94M
SA
40
Sovran Advisors
California
$2.94M
AFTS
41
American Financial & Tax Strategies
New York
$2.81M
ACM
42
Andina Capital Management
Utah
$2.6M
MFG
43
Marmo Financial Group
Tennessee
$2.56M
Truist Financial
44
Truist Financial
North Carolina
$2.19M
Wells Fargo
45
Wells Fargo
California
$2.13M
CCMG
46
Clark Capital Management Group
Pennsylvania
$2.1M
Osaic Holdings
47
Osaic Holdings
Arizona
$2.08M
KA
48
Kovack Advisors
Florida
$1.83M
IW
49
IronOak Wealth
Texas
$1.74M
RWA
50
Rooted Wealth Advisors
Illinois
$1.59M