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Franklin Senior Loan ETF
FLBL

Overview Fund Activity

77 hedge funds and large institutions have $164M invested in Franklin Senior Loan ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+13
Holders Change %
+20.31%
% of All Funds
1.12%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
20
Increased
31
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFS
Hantz Financial Services
Michigan
+$13.9M
2
PCM
Pennsylvania Capital Management
Pennsylvania
+$6.01M
3
LPL Financial
LPL Financial
California
+$4.66M
4
PIWA
Prevail Innovative Wealth Advisors
Kansas
+$4.1M
5
PWM
Perigon Wealth Management
California
+$2.41M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$42.3M
2
TC
Trilogy Capital
California
-$17.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$700K
4
AWM
AE Wealth Management
Kansas
-$290K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$259K
Name Holding Trade Value Shares
Change 		Shares
Change %
KCFA
26
Key Client Fiduciary Advisors
New Jersey
$1.26M -$80.8K -3,300 -6%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.21M -$700K -28,613 -37%
SOS
28
Silver Oak Securities
Tennessee
$1.1M +$1.1M +44,723 New
CWM
29
Capital Wealth Management
Rhode Island
$868K +$868K +35,429 New
KA
30
Kovack Advisors
Florida
$867K +$867K +35,387 New
RJA
31
Raymond James & Associates
Florida
$764K +$402K +16,395 +111%
AWA
32
Acorn Wealth Advisors
Michigan
$729K +$62K +2,530 +9%
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
$692K +$83.6K +3,412 +14%
JSL
34
JT Stratford LLC
Georgia
$684K +$70.5K +2,878 +11%
CA
35
Cetera Advisors
Colorado
$656K +$255K +10,426 +64%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$615K +$146K +5,949 +31%
OWM
37
OneAscent Wealth Management
Alabama
$561K +$197K +8,055 +54%
KCM
38
Kathmere Capital Management
Pennsylvania
$530K +$530K +21,626 New
IWM
39
IHT Wealth Management
Illinois
$528K +$136K +5,567 +35%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$482K -$5.27K -215 -1%
DWM
41
Drive Wealth Management
Utah
$450K +$450K +18,353 New
CAN
42
Cetera Advisor Networks
California
$448K -$27.4K -1,119 -6%
FIM
43
Freedom Investment Management
Connecticut
$433K -$192K -7,858 -31%
AWS
44
Atria Wealth Solutions
New York
$423K +$83.2K +3,395 +24%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$419K -$39.3K -1,605 -9%
AA
46
Advisory Alpha
Michigan
$357K +$51.2K +2,092 +17%
FEM
47
Fulcrum Equity Management
Texas
$337K -$86.8K -3,544 -20%
AWM
48
Adams Wealth Management
Utah
$325K -$2.25K -92 -0.7%
FA
49
Fermata Advisors
California
$314K +$314K +12,823 New
OPS
50
Orion Portfolio Solutions
Nebraska
$309K +$90.2K +3,683 +41%
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