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Franklin Senior Loan ETF

131 hedge funds and large institutions have $636M invested in Franklin Senior Loan ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 47 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 47

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

1% more funds holding

Funds holding: 130131 (+1)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.08% less ownership

Funds ownership: 67.06%66.97% (-0.08%)

22% less capital invested

Capital invested by funds: $815M → $636M (-$179M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $312K

Holders
131
Holders Change
+1
Holders Change %
+0.77%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
55
Reduced
47
Closed
21
Calls
Puts
$312K
Net Calls
-$312K
Net Calls Change
-$312K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$5.08M +$3.39M +143,075 +194%
SPIA
27
Steward Partners Investment Advisory
New York
$5.02M +$150K +6,333 +3%
Morgan Stanley
28
Morgan Stanley
New York
$4.81M +$48.1K +2,030 +1%
Bank of America
29
Bank of America
North Carolina
$4.74M -$421K -17,741 -8%
MHFA
30
Mission Hills Financial Advisory
California
$4.58M +$170K +7,152 +4%
OMC
31
Old Mission Capital
Illinois
$4.32M +$4.17M +175,902 +2,080%
MML Investors Services
32
MML Investors Services
Massachusetts
$3.95M +$148K +6,242 +4%
FWM
33
Foguth Wealth Management
Michigan
$3.81M +$3.86M +162,644 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$3.62M +$24.6K +1,036 +0.7%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$3.44M +$48.7K +2,056 +1%
WP
36
WealthPLAN Partners
Nebraska
$3.09M -$475K -20,023 -13%
ACM
37
Andina Capital Management
Utah
$3.05M -$393K -16,587 -11%
FFO
38
Fortitude Family Office
Arizona
$3.03M +$2.81M +118,521 +1,081%
AFTS
39
American Financial & Tax Strategies
New York
$2.89M +$19.2K +808 +0.7%
KCM
40
Kathmere Capital Management
Pennsylvania
$2.65M -$318K -13,411 -11%
PWM
41
Perigon Wealth Management
California
$2.53M -$1.06M -44,905 -29%
FFA
42
Farther Finance Advisors
California
$2.47M -$47.6K -2,008 -2%
CCMG
43
Clark Capital Management Group
Pennsylvania
$2.45M +$303K +12,769 +14%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$2.4M -$2.91M -122,628 -54%
CAP
45
Cordoba Advisory Partners
New York
$2.02M +$2.04M +86,067 New
ML
46
McAdam LLC
Pennsylvania
$2M +$395K +16,667 +24%
KA
47
Kovack Advisors
Florida
$1.88M +$235K +9,892 +14%
RWA
48
Rooted Wealth Advisors
Illinois
$1.75M +$73.8K +3,113 +4%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$1.67M +$847K +35,714 +100%
SA
50
Sovran Advisors
California
$1.57M +$90K +3,795 +6%