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Franklin Senior Loan ETF

130 hedge funds and large institutions have $815M invested in Franklin Senior Loan ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 73 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 29

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

10% more capital invested

Capital invested by funds: $738M → $815M (+$76.6M)

0.9% less ownership

Funds ownership: 67.95%67.06% (-0.9%)

2% less funds holding

Funds holding: 132130 (-2)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
130
Holders Change
-2
Holders Change %
-1.52%
% of All Funds
1.71%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
18
Increased
73
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$5.29M +$758K +31,350 +17%
FTS
27
Fifth Third Securities
Ohio
$5.14M +$112K +4,649 +2%
SPIA
28
Steward Partners Investment Advisory
New York
$5M +$164K +6,806 +3%
Morgan Stanley
29
Morgan Stanley
New York
$4.89M +$467K +19,335 +11%
AF
30
Advisornet Financial
Minnesota
$4.66M +$1.34M +55,418 +40%
MHFA
31
Mission Hills Financial Advisory
California
$4.52M +$691K +28,569 +18%
MML Investors Services
32
MML Investors Services
Massachusetts
$3.91M +$237K +9,822 +6%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$3.69M +$252K +10,416 +7%
PWM
34
Perigon Wealth Management
California
$3.67M -$745K -30,830 -17%
WP
35
WealthPLAN Partners
Nebraska
$3.65M +$36K +1,490 +1%
ACM
36
Andina Capital Management
Utah
$3.53M +$962K +39,808 +37%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$3.44M +$2.3M +95,168 +194%
SG
38
StoneX Group
New York
$3.14M +$3.16M +130,908 New
KCM
39
Kathmere Capital Management
Pennsylvania
$3.04M +$1.54M +63,718 +101%
AFTS
40
American Financial & Tax Strategies
New York
$2.94M +$156K +6,470 +6%
Jane Street
41
Jane Street
New York
$2.93M +$1.82M +75,481 +162%
FFA
42
Farther Finance Advisors
California
$2.58M +$2.45M +101,355 +1,641%
Truist Financial
43
Truist Financial
North Carolina
$2.3M +$132K +5,459 +6%
CCMG
44
Clark Capital Management Group
Pennsylvania
$2.21M +$132K +5,475 +6%
Wells Fargo
45
Wells Fargo
California
$2.13M +$16K +660 +0.8%
NW
46
NewEdge Wealth
Pennsylvania
$1.94M +$1.97M +81,642 New
Citadel Advisors
47
Citadel Advisors
Florida
$1.77M +$1.78M +73,796 New
RWA
48
Rooted Wealth Advisors
Illinois
$1.72M +$166K +6,881 +11%
KA
49
Kovack Advisors
Florida
$1.69M -$132K -5,446 -7%
ML
50
McAdam LLC
Pennsylvania
$1.65M +$343K +14,195 +26%

FLBL Hedge Fund Activity: Q3 2025 in Review

130 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Franklin Senior Loan ETF (FLBL) for Q3 2025, worth a combined $815M — up 10% from $738M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FLBL positions and 13 closed out — a net gain of 5 holders — while 73 added to existing stakes and 29 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $63.9M. The largest seller was Signal Advisors Wealth, exiting entirely with an estimated $3.67M sold.

  • 130 institutional investors held Franklin Senior Loan ETF (FLBL) as of Q3 2025, down from 132 in Q2 2025.
  • Funds reported $815M of Franklin Senior Loan ETF stock for Q3 2025, up 10% quarter-over-quarter.
  • 18 funds opened new Franklin Senior Loan ETF positions in Q3 2025 and 13 closed out, a net change of +5 holders.
  • The largest Franklin Senior Loan ETF buyer in Q3 2025 was Bank of Montreal, an estimated $63.9M added.
  • The largest Franklin Senior Loan ETF seller in Q3 2025 was Signal Advisors Wealth, an estimated $3.67M sold.

Based on aggregated 13F filings for Q3 2025.