Franklin Senior Loan ETF
FLBL
26 hedge funds and large institutions have $126M invested in Franklin Senior Loan ETF in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 5 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
83% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 6
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
8% more funds holding
Funds holding: 24 → 26 (+2)
3.71% less ownership
Funds ownership: 64.68% → 60.97% (-3.7%)
6% less capital invested
Capital invested by funds: $134M → $126M (-$8.57M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$2.39M |
| 2 |
AA
Aire Advisors
Beverly Hills,
California
|
+$1.65M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$961K |
| 4 |
EH
Equitable Holdings
New York
|
+$877K |
| 5 |
SWM
Seed Wealth Management
Evanston,
Illinois
|
+$631K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$12.4M |
| 2 |
Jane Street
New York
|
-$2.74M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.01M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.88M |
| 5 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$1.34M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Commonwealth Equity Services
Waltham,
Massachusetts
| $286 | +$284K | +11,992 | New |
|
|
RJA
27
Raymond James & Associates
St Petersburg,
Florida
| – | -$306K | -13,300 | Closed |
|
|
D
28
Diversified
Wilmington,
Delaware
| – | -$233K | -10,114 | Closed |
|
29
UBS Group
Zurich,
Switzerland
| – | -$88.8K | -3,856 | Closed |
|
|
CFD
30
Creative Financial Designs
Kokomo,
Indiana
| – | -$9.1K | -395 | Closed |
|
31
Fidelity Investments
Boston,
Massachusetts
| – | -$69 | -3 | Closed |
|
FLBL Hedge Fund Activity: Q1 2023 in Review
26 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Franklin Senior Loan ETF (FLBL) for Q1 2023, worth a combined $126M — down 6.4% from $134M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FLBL positions and 5 closed out — a net gain of 2 holders — while 11 added to existing stakes and 6 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.39M. The largest seller was Franklin Resources, cutting an estimated $12.4M.
- 26 institutional investors held Franklin Senior Loan ETF (FLBL) as of Q1 2023, up from 24 in Q4 2022.
- Funds reported $126M of Franklin Senior Loan ETF stock for Q1 2023, down 6.4% quarter-over-quarter.
- 7 funds opened new Franklin Senior Loan ETF positions in Q1 2023 and 5 closed out, a net change of +2 holders.
- The largest Franklin Senior Loan ETF buyer in Q1 2023 was LPL Financial, an estimated $2.39M added.
- The largest Franklin Senior Loan ETF seller in Q1 2023 was Franklin Resources, an estimated $12.4M sold.
Based on aggregated 13F filings for Q1 2023.