Franklin Senior Loan ETF
FLBL
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.
157% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 14
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
42% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 33
18% more funds holding
Funds holding: 107 → 126 (+19)
13% more capital invested
Capital invested by funds: $382M → $431M (+$48.3M)
5.38% more ownership
Funds ownership: 53.67% → 59.06% (+5.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KMWM
Keudell/Morrison Wealth Management
Salem,
Oregon
|
+$20.4M |
| 2 |
Bank of New York Mellon
New York
|
+$17.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$16.3M |
| 4 |
Calamos Advisors
Naperville,
Illinois
|
+$14.3M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$9.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$76.5M |
| 2 |
JP Morgan Chase
New York
|
-$22.6M |
| 3 |
Jane Street
New York
|
-$3.56M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.98M |
| 5 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$1.72M |
FLBL Hedge Fund Activity: Q4 2024 in Review
126 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Franklin Senior Loan ETF (FLBL) for Q4 2024, worth a combined $431M — up 13% from $382M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new FLBL positions and 14 closed out — a net gain of 22 holders — while 47 added to existing stakes and 33 trimmed.
The largest buyer was Keudell/Morrison Wealth Management, opening a new position worth an estimated $20.4M. The largest seller was Focus Partners Wealth, exiting entirely with an estimated $76.5M sold.
- 126 institutional investors held Franklin Senior Loan ETF (FLBL) as of Q4 2024, up from 107 in Q3 2024.
- Funds reported $431M of Franklin Senior Loan ETF stock for Q4 2024, up 13% quarter-over-quarter.
- 36 funds opened new Franklin Senior Loan ETF positions in Q4 2024 and 14 closed out, a net change of +22 holders.
- The largest Franklin Senior Loan ETF buyer in Q4 2024 was Keudell/Morrison Wealth Management, an estimated $20.4M added.
- The largest Franklin Senior Loan ETF seller in Q4 2024 was Focus Partners Wealth, an estimated $76.5M sold.
Based on aggregated 13F filings for Q4 2024.