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Franklin Senior Loan ETF

127 hedge funds and large institutions have $698M invested in Franklin Senior Loan ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 68 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 31

62% more capital invested

Capital invested by funds: $431M → $698M (+$267M)

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10.12% more ownership

Funds ownership: 59.06%69.18% (+10%)

1% more funds holding

Funds holding: 126127 (+1)

Holders
127
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
1.7%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
19
Increased
68
Reduced
31
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPAM
26
Ocean Park Asset Management
California
$5.18M
FTS
27
Fifth Third Securities
Ohio
$5.05M +$176K +7,280 +4%
SPIA
28
Steward Partners Investment Advisory
New York
$4.91M +$4.94M +204,093 +204,093%
FWM
29
Foguth Wealth Management
Michigan
$4.57M +$2.63M +108,451 +133%
SAW
30
Signal Advisors Wealth
Michigan
$4.37M +$1.53M +63,033 +53%
SIA
31
Summit Investment Advisors
Maryland
$4.13M +$107K +4,429 +3%
MML Investors Services
32
MML Investors Services
Massachusetts
$3.58M +$672K +27,743 +23%
MHFA
33
Mission Hills Financial Advisory
California
$3.31M +$787K +32,466 +31%
ACM
34
Andina Capital Management
Utah
$3.02M -$251K -10,365 -8%
HOWA
35
Heritage Oak Wealth Advisors
Florida
$2.9M +$155K +6,381 +6%
TPA
36
Trivium Point Advisory
Connecticut
$2.81M +$643K +26,558 +29%
AFTS
37
American Financial & Tax Strategies
New York
$2.73M -$17.6K -726 -0.6%
MFG
38
Marmo Financial Group
Tennessee
$2.53M +$2.54M +104,931 New
AF
39
Advisornet Financial
Minnesota
$2.42M +$2.44M +100,670 New
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$2.4M +$323K +13,342 +15%
Wells Fargo
41
Wells Fargo
California
$2.12M -$17.5K -721 -0.8%
Truist Financial
42
Truist Financial
North Carolina
$2M +$168K +6,951 +9%
OFS
43
OneAscent Financial Services
Alabama
$2M +$117K +4,848 +6%
AWS
44
Atria Wealth Solutions
New York
$2M +$477K +19,689 +31%
KA
45
Kovack Advisors
Florida
$1.9M +$461K +19,033 +32%
Jane Street
46
Jane Street
New York
$1.85M +$1.86M +76,836 New
IA
47
Integrity Alliance
Iowa
$1.5M +$1.51M +62,373 New
Stifel Financial
48
Stifel Financial
Missouri
$1.5M +$284K +11,734 +23%
KCM
49
Kathmere Capital Management
Pennsylvania
$1.46M +$102K +4,217 +7%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$1.44M -$57.3K -2,366 -4%

FLBL Hedge Fund Activity: Q1 2025 in Review

127 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Franklin Senior Loan ETF (FLBL) for Q1 2025, worth a combined $698M — up 62% from $431M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FLBL positions and 15 closed out — a net gain of 4 holders — while 68 added to existing stakes and 31 trimmed.

The largest buyer was Franklin Resources, adding an estimated $202M. The largest seller was Systelligence LLC, exiting entirely with an estimated $10.7M sold.

  • 127 institutional investors held Franklin Senior Loan ETF (FLBL) as of Q1 2025, up from 126 in Q4 2024.
  • Funds reported $698M of Franklin Senior Loan ETF stock for Q1 2025, up 62% quarter-over-quarter.
  • 19 funds opened new Franklin Senior Loan ETF positions in Q1 2025 and 15 closed out, a net change of +4 holders.
  • The largest Franklin Senior Loan ETF buyer in Q1 2025 was Franklin Resources, an estimated $202M added.
  • The largest Franklin Senior Loan ETF seller in Q1 2025 was Systelligence LLC, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2025.