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Franklin Senior Loan ETF
FLBL

Overview Fund Activity

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
Holders
107
Holders Change
+8
Holders Change %
+8.08%
% of All Funds
1.55%
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
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$76.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$22.6M
3
DC
Dorval Corp
Minnesota
$15.6M
4
WIM
WealthPlan Investment Management
Nebraska
$13.9M
5
HFS
Hantz Financial Services
Michigan
$42.2M

Top Sellers

1
LPL Financial
LPL Financial
California
$19.9M
2
PCM
Pennsylvania Capital Management
Pennsylvania
$722K
3
Franklin Resources
Franklin Resources
California
$21.3M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$1.35M
5
SIAS
Summit Investment Advisory Services
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$396K +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 -$54.1K -2,230 -3%
Stifel Financial
36
Stifel Financial
Missouri
$1.77M +$28.4K +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 +$53K +2,173 +3%
3AM
39
3EDGE Asset Management
Florida
$1.56M +$29.9K +1,232 +2%
FWM
40
Foguth Wealth Management
Michigan
$1.51M +$671K +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 +$6.67K +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 +$334K +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 -$6.99M -287,972 -84%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$1.35M -$263K -10,817 -16%
EH
49
Equitable Holdings
New York
$1.28M -$604K -24,901 -32%
KCFA
50
Key Client Fiduciary Advisors
New Jersey
$1.18M -$53.3K -2,196 -4%
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