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Franklin Senior Loan ETF

132 hedge funds and large institutions have $738M invested in Franklin Senior Loan ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

6% more capital invested

Capital invested by funds: $698M → $738M (+$40.7M)

4% more funds holding

Funds holding: 127132 (+5)

1.22% less ownership

Funds ownership: 69.18%67.95% (-1.2%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

27% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 59

Holders
132
Holders Change
+5
Holders Change %
+3.94%
% of All Funds
1.74%
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
43
Reduced
59
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$4.88M -$69.5K -2,902 -1%
Bank of America
27
Bank of America
North Carolina
$4.57M +$4.33M +180,951 +2,339%
Morgan Stanley
28
Morgan Stanley
New York
$4.46M +$4.35M +181,512 +6,968%
PWM
29
Perigon Wealth Management
California
$4.45M -$1.11M -46,300 -20%
SIA
30
Summit Investment Advisors
Maryland
$4.29M +$112K +4,695 +3%
AssetMark Inc
31
AssetMark Inc
California
$3.96M -$8.73M -364,636 -69%
MHFA
32
Mission Hills Financial Advisory
California
$3.87M +$531K +22,168 +16%
FWM
33
Foguth Wealth Management
Michigan
$3.75M -$845K -35,287 -19%
MML Investors Services
34
MML Investors Services
Massachusetts
$3.7M +$96.8K +4,044 +3%
SAW
35
Signal Advisors Wealth
Michigan
$3.67M -$721K -30,119 -17%
WP
36
WealthPLAN Partners
Nebraska
$3.65M -$1.9M -79,414 -35%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$3.47M +$1.04M +43,461 +44%
AF
38
Advisornet Financial
Minnesota
$3.35M +$905K +37,785 +38%
TPA
39
Trivium Point Advisory
Connecticut
$2.94M +$112K +4,686 +4%
SA
40
Sovran Advisors
California
$2.94M +$1.67M +69,867 +135%
AFTS
41
American Financial & Tax Strategies
New York
$2.81M +$57K +2,380 +2%
ACM
42
Andina Capital Management
Utah
$2.6M -$434K -18,122 -14%
MFG
43
Marmo Financial Group
Tennessee
$2.56M +$15K +628 +0.6%
Truist Financial
44
Truist Financial
North Carolina
$2.19M +$174K +7,283 +9%
Wells Fargo
45
Wells Fargo
California
$2.13M -$4.62K -193 -0.2%
CCMG
46
Clark Capital Management Group
Pennsylvania
$2.1M +$2.07M +86,504 New
KA
47
Kovack Advisors
Florida
$1.83M -$74.9K -3,130 -4%
IW
48
IronOak Wealth
Texas
$1.74M +$1.72M +72,007 New
RWA
49
Rooted Wealth Advisors
Illinois
$1.59M +$287K +11,979 +22%
KCM
50
Kathmere Capital Management
Pennsylvania
$1.53M +$57.4K +2,398 +4%

FLBL Hedge Fund Activity: Q2 2025 in Review

132 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Franklin Senior Loan ETF (FLBL) for Q2 2025, worth a combined $738M — up 5.8% from $698M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FLBL positions and 18 closed out — a net gain of 6 holders — while 43 added to existing stakes and 59 trimmed.

The largest buyer was New York Life Investment Management, opening a new position worth an estimated $62.5M. The largest seller was Ameriprise, cutting an estimated $16.3M.

  • 132 institutional investors held Franklin Senior Loan ETF (FLBL) as of Q2 2025, up from 127 in Q1 2025.
  • Funds reported $738M of Franklin Senior Loan ETF stock for Q2 2025, up 5.8% quarter-over-quarter.
  • 24 funds opened new Franklin Senior Loan ETF positions in Q2 2025 and 18 closed out, a net change of +6 holders.
  • The largest Franklin Senior Loan ETF buyer in Q2 2025 was New York Life Investment Management, an estimated $62.5M added.
  • The largest Franklin Senior Loan ETF seller in Q2 2025 was Ameriprise, an estimated $16.3M sold.

Based on aggregated 13F filings for Q2 2025.