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Franklin Senior Loan ETF

119 hedge funds and large institutions have $568M invested in Franklin Senior Loan ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 47 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 47

3.58% more ownership

Funds ownership: 66.97%70.55% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less funds holding

Funds holding: 131119 (-12)

11% less capital invested

Capital invested by funds: $636M → $568M (-$68M)

36% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 22

Holders
119
Holders Change
-12
Holders Change %
-9.16%
% of All Funds
1.46%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
54
Reduced
47
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$4.6M +$3.56M +153,613 +332%
WIM
27
WealthPlan Investment Management
Nebraska
$4.18M -$6.82M -294,780 -62%
MML Investors Services
28
MML Investors Services
Massachusetts
$3.68M -$206K -8,895 -5%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$3.66M +$107K +4,640 +3%
Calamos Advisors
30
Calamos Advisors
Illinois
$3.44M -$1.62M -70,144 -32%
FWM
31
Foguth Wealth Management
Michigan
$2.83M -$915K -39,547 -24%
FFO
32
Fortitude Family Office
Arizona
$2.77M -$205K -8,864 -7%
AFTS
33
American Financial & Tax Strategies
New York
$2.77M -$62.5K -2,702 -2%
CCMG
34
Clark Capital Management Group
Pennsylvania
$2.68M +$268K +11,595 +11%
WP
35
WealthPLAN Partners
Nebraska
$2.39M -$653K -28,213 -21%
FFA
36
Farther Finance Advisors
California
$2.33M -$88.1K -3,807 -4%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$2.27M +$2.24M +96,904 +5,905%
ML
38
McAdam LLC
Pennsylvania
$2.21M +$246K +10,639 +12%
KCM
39
Kathmere Capital Management
Pennsylvania
$2.07M -$544K -23,495 -21%
Wells Fargo
40
Wells Fargo
California
$2.06M +$2.01M +86,709 +3,210%
MW
41
Maia Wealth
Colorado
$1.94M +$487K +21,024 +33%
ACM
42
Andina Capital Management
Utah
$1.74M -$1.27M -54,716 -42%
RWA
43
Rooted Wealth Advisors
Illinois
$1.71M -$41.3K -1,784 -2%
Citadel Advisors
44
Citadel Advisors
Florida
$1.55M -$3.46M -149,547 -69%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$1.5M +$245K +10,602 +19%
SA
46
Sovran Advisors
California
$1.5M -$46.1K -1,992 -3%
CWM
47
Comprehensive Wealth Management
Washington
$1.46M +$155K +6,698 +12%
BJF
48
Blue Jean Financial
New York
$1.39M +$105K +4,537 +8%
FA
49
Fiduciary Alliance
South Carolina
$1.39M +$30.3K +1,310 +2%
EH
50
Equitable Holdings
New York
$1.37M +$175K +7,574 +15%