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Franklin Senior Loan ETF

107 hedge funds and large institutions have $382M invested in Franklin Senior Loan ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 28

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

48% more capital invested

Capital invested by funds: $259M → $382M (+$123M)

8% more funds holding

Funds holding: 99107 (+8)

0.76% more ownership

Funds ownership: 52.91%53.67% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
107
Holders Change
+8
Holders Change %
+8.08%
% of All Funds
1.54%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
49
Reduced
28
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFTS
26
American Financial & Tax Strategies
New York
$2.79M -$32.8K -1,351 -1%
SWA
27
Sightline Wealth Advisors
Connecticut
$2.76M +$559K +23,014 +25%
MML Investors Services
28
MML Investors Services
Massachusetts
$2.74M +$397K +16,336 +17%
MHFA
29
Mission Hills Financial Advisory
California
$2.24M +$2.24M +92,359 New
CCMG
30
Clark Capital Management Group
Pennsylvania
$2.06M +$2.06M +84,922 New
Deutsche Bank
31
Deutsche Bank
Germany
$1.98M
TPA
32
Trivium Point Advisory
Connecticut
$1.97M +$1.97M +81,284 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$1.94M +$132K +5,427 +7%
AWS
34
Atria Wealth Solutions
New York
$1.79M +$296K +12,176 +20%
SWM
35
Seed Wealth Management
Illinois
$1.79M -$54.2K -2,230 -3%
Stifel Financial
36
Stifel Financial
Missouri
$1.77M +$28.5K +1,172 +2%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$1.66M +$411K +16,919 +33%
LFAS
38
Level Four Advisory Services
Texas
$1.58M +$52.8K +2,173 +3%
3AM
39
3EDGE Asset Management
Florida
$1.56M +$29.9K +1,232 +2%
FWM
40
Foguth Wealth Management
Michigan
$1.51M +$672K +27,678 +80%
RJA
41
Raymond James & Associates
Florida
$1.49M +$216K +8,899 +17%
SAW
42
Signal Advisors Wealth
Michigan
$1.46M +$1.46M +60,109 New
KA
43
Kovack Advisors
Florida
$1.41M +$6.68K +275 +0.5%
Envestnet Portfolio Solutions
44
Envestnet Portfolio Solutions
Illinois
$1.39M -$16.8K -693 -1%
KCM
45
Kathmere Capital Management
Pennsylvania
$1.38M +$335K +13,775 +32%
CWM
46
Capital Wealth Management
Rhode Island
$1.38M +$82K +3,377 +6%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$1.35M -$7M -287,972 -84%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$1.34M -$263K -10,817 -16%
EH
49
Equitable Holdings
New York
$1.28M -$605K -24,901 -32%
KCFA
50
Key Client Fiduciary Advisors
New Jersey
$1.18M -$53.3K -2,196 -4%

FLBL Hedge Fund Activity: Q3 2024 in Review

107 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Franklin Senior Loan ETF (FLBL) for Q3 2024, worth a combined $382M — up 48% from $259M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FLBL positions and 14 closed out — a net gain of 9 holders — while 49 added to existing stakes and 28 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $21.2M. The largest seller was LPL Financial, cutting an estimated $15.8M.

  • 107 institutional investors held Franklin Senior Loan ETF (FLBL) as of Q3 2024, up from 99 in Q2 2024.
  • Funds reported $382M of Franklin Senior Loan ETF stock for Q3 2024, up 48% quarter-over-quarter.
  • 23 funds opened new Franklin Senior Loan ETF positions in Q3 2024 and 14 closed out, a net change of +9 holders.
  • The largest Franklin Senior Loan ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $21.2M added.
  • The largest Franklin Senior Loan ETF seller in Q3 2024 was LPL Financial, an estimated $15.8M sold.

Based on aggregated 13F filings for Q3 2024.