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Franklin Senior Loan ETF
FLBL

Overview Fund Activity

129 hedge funds and large institutions have $729M invested in Franklin Senior Loan ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
1.73%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
24
Increased
41
Reduced
58
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NYLIM
New York Life Investment Management
New York
+$63.3M
2
ACM
Ashford Capital Management
Delaware
+$11.3M
3
CFP
Curran Financial Partners
South Carolina
+$8.64M
4
Morgan Stanley
Morgan Stanley
New York
+$4.4M
5
Bank of America
Bank of America
North Carolina
+$4.38M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$16.5M
2
Calamos Advisors
Calamos Advisors
Illinois
-$12.5M
3
AssetMark Inc
AssetMark Inc
California
-$8.84M
4
Osaic Holdings
Osaic Holdings
Arizona
-$7.53M
5
PWM
Prentice Wealth Management
New York
-$5.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$4.57M +$4.38M +180,951 +2,339%
Morgan Stanley
27
Morgan Stanley
New York
$4.46M +$4.4M +181,512 +6,968%
PWM
28
Perigon Wealth Management
California
$4.45M -$1.12M -46,300 -20%
SIA
29
Summit Investment Advisors
Maryland
$4.29M +$113K +4,695 +3%
SIAS
30
Summit Investment Advisory Services
Minnesota
$4.27M +$4.27M +176,273 New
AssetMark Inc
31
AssetMark Inc
California
$3.96M -$8.84M -364,636 -69%
MHFA
32
Mission Hills Financial Advisory
California
$3.87M +$537K +22,168 +16%
FWM
33
Foguth Wealth Management
Michigan
$3.75M -$855K -35,287 -19%
MML Investors Services
34
MML Investors Services
Massachusetts
$3.7M +$98K +4,044 +3%
SAW
35
Signal Advisors Wealth
Michigan
$3.67M -$730K -30,119 -17%
WP
36
WealthPLAN Partners
Nebraska
$3.65M -$1.92M -79,414 -35%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$3.47M +$1.05M +43,461 +44%
AF
38
Advisornet Financial
Minnesota
$3.35M +$916K +37,785 +38%
TPA
39
Trivium Point Advisory
Connecticut
$2.94M +$114K +4,686 +4%
SA
40
Sovran Advisors
California
$2.94M +$1.69M +69,867 +135%
AFTS
41
American Financial & Tax Strategies
New York
$2.81M +$57.7K +2,380 +2%
ACM
42
Andina Capital Management
Utah
$2.6M -$439K -18,122 -14%
MFG
43
Marmo Financial Group
Tennessee
$2.56M +$15.2K +628 +0.6%
Truist Financial
44
Truist Financial
North Carolina
$2.19M +$176K +7,283 +9%
Wells Fargo
45
Wells Fargo
California
$2.13M -$4.68K -193 -0.2%
CCMG
46
Clark Capital Management Group
Pennsylvania
$2.1M +$2.1M +86,504 New
Osaic Holdings
47
Osaic Holdings
Arizona
$2.08M -$7.53M -311,645 -78%
KA
48
Kovack Advisors
Florida
$1.83M -$75.8K -3,130 -4%
IW
49
IronOak Wealth
Texas
$1.74M +$1.74M +72,007 New
RWA
50
Rooted Wealth Advisors
Illinois
$1.59M +$290K +11,979 +22%
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