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Franklin Senior Loan ETF
FLBL

Overview Fund Activity

126 hedge funds and large institutions have $431M invested in Franklin Senior Loan ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+19
Holders Change %
+17.76%
% of All Funds
1.68%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
36
Increased
47
Reduced
33
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KMWM
Keudell/Morrison Wealth Management
Oregon
+$20.4M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$17.8M
3
Ameriprise
Ameriprise
Minnesota
+$16.3M
4
Calamos Advisors
Calamos Advisors
Illinois
+$14.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.55M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$76.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$22.5M
3
Jane Street
Jane Street
New York
-$3.56M
4
Deutsche Bank
Deutsche Bank
Germany
-$1.98M
5
CA
CoreCap Advisors
Michigan
-$1.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTS
26
Fifth Third Securities
Ohio
$4.92M +$428K +17,657 +10%
SIA
27
Summit Investment Advisors
Maryland
$4.1M +$4.1M +168,875 New
CFGS
28
Concourse Financial Group Securities
Alabama
$4.02M +$740K +30,310 +23%
ACM
29
Andina Capital Management
Utah
$3.29M -$1.24M -51,132 -27%
MML Investors Services
30
MML Investors Services
Massachusetts
$2.94M +$197K +8,133 +7%
SAW
31
Signal Advisors Wealth
Michigan
$2.87M +$1.41M +58,282 +97%
Osaic Holdings
32
Osaic Holdings
Arizona
$2.79M -$1.44M -59,498 -34%
AFTS
33
American Financial & Tax Strategies
New York
$2.77M -$18.2K -749 -0.7%
HOWA
34
Heritage Oak Wealth Advisors
Florida
$2.77M +$2.77M +114,249 New
OMC
35
Old Mission Capital
Illinois
$2.65M -$951K -39,207 -26%
MHFA
36
Mission Hills Financial Advisory
California
$2.55M +$308K +12,679 +14%
SWA
37
Sightline Wealth Advisors
Connecticut
$2.26M -$493K -20,337 -18%
TPA
38
Trivium Point Advisory
Connecticut
$2.19M +$215K +8,844 +11%
Wells Fargo
39
Wells Fargo
California
$2.15M +$2.15M +88,747 New
CCMG
40
Clark Capital Management Group
Pennsylvania
$2.11M +$54K +2,226 +3%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$2.1M +$162K +6,681 +8%
FWM
42
Foguth Wealth Management
Michigan
$1.99M +$475K +19,449 +31%
OFS
43
OneAscent Financial Services
Alabama
$1.9M +$1.9M +78,302 New
Truist Financial
44
Truist Financial
North Carolina
$1.85M +$1.85M +76,196 New
SWM
45
Seed Wealth Management
Illinois
$1.79M +$2.21K +91 +0.1%
CA
46
CoreCap Advisors
Michigan
$1.77M -$1.72M -70,736 -49%
Envestnet Portfolio Solutions
47
Envestnet Portfolio Solutions
Illinois
$1.73M +$333K +13,731 +24%
3AM
48
3EDGE Asset Management
Florida
$1.54M -$21.5K -886 -1%
AWS
49
Atria Wealth Solutions
New York
$1.54M -$253K -10,426 -14%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$1.51M +$1.51M +62,382 New
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