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Franklin Senior Loan ETF

64 hedge funds and large institutions have $178M invested in Franklin Senior Loan ETF in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 11

175% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 8

49% more funds holding

Funds holding: 4364 (+21)

16% more capital invested

Capital invested by funds: $154M → $178M (+$24M)

6% less ownership

Funds ownership: 65.28%59.28% (-6%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
64
Holders Change
+21
Holders Change %
+48.84%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
32
Increased
22
Reduced
8
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
26
Envestnet Portfolio Solutions
Illinois
$603K +$596K +24,819 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$484K +$10.1K +421 +2%
CAN
28
Cetera Advisor Networks
California
$472K +$467K +19,421 New
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$465K +$460K +19,145 New
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$454K +$241K +10,023 +115%
Jane Street
31
Jane Street
New York
$448K -$15.7M -652,621 -97%
FEM
32
Fulcrum Equity Management
Texas
$421K +$416K +17,319 New
CA
33
Cetera Advisors
Colorado
$398K +$76.2K +3,172 +24%
IWM
34
IHT Wealth Management
Illinois
$388K +$384K +15,970 New
OWM
35
OneAscent Wealth Management
Alabama
$361K +$29.1K +1,212 +9%
RJA
36
Raymond James & Associates
Florida
$359K +$356K +14,800 New
AWS
37
Atria Wealth Solutions
New York
$337K +$334K +13,891 New
AWM
38
Adams Wealth Management
Utah
$325K -$42.1K -1,751 -12%
AA
39
Advisory Alpha
Michigan
$304K +$300K +12,502 New
DAS
40
Dynamic Advisor Solutions
Arizona
$292K +$289K +12,042 New
AWM
41
AE Wealth Management
Kansas
$290K +$64.5K +2,683 +29%
SWA
42
Sightline Wealth Advisors
Connecticut
$277K +$274K +11,386 New
AWA
43
Arkadios Wealth Advisors
Georgia
$253K +$250K +10,403 New
IWC
44
Integrated Wealth Concepts
Massachusetts
$218K +$216K +8,992 New
BCI
45
Brinker Capital Investments
Pennsylvania
$217K +$215K +8,928 New
OPS
46
Orion Portfolio Solutions
Nebraska
$217K +$215K +8,928 New
SB
47
Strategic Blueprint
Georgia
$214K +$212K +8,811 New
AAS
48
Avantax Advisory Services
Texas
$209K +$207K +8,625 New
SS
49
Sunbelt Securities
Texas
$130K +$128K +5,337 New
WP
50
WealthShield Partners
North Carolina
$112K

FLBL Hedge Fund Activity: Q4 2023 in Review

64 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Franklin Senior Loan ETF (FLBL) for Q4 2023, worth a combined $178M — up 16% from $154M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FLBL positions and 11 closed out — a net gain of 21 holders — while 22 added to existing stakes and 8 trimmed.

The largest buyer was Hantz Financial Services, opening a new position worth an estimated $10.6M. The largest seller was Jane Street, cutting an estimated $15.7M.

  • 64 institutional investors held Franklin Senior Loan ETF (FLBL) as of Q4 2023, up from 43 in Q3 2023.
  • Funds reported $178M of Franklin Senior Loan ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 32 funds opened new Franklin Senior Loan ETF positions in Q4 2023 and 11 closed out, a net change of +21 holders.
  • The largest Franklin Senior Loan ETF buyer in Q4 2023 was Hantz Financial Services, an estimated $10.6M added.
  • The largest Franklin Senior Loan ETF seller in Q4 2023 was Jane Street, an estimated $15.7M sold.

Based on aggregated 13F filings for Q4 2023.