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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
1.47%
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
SA
51
Sanctuary Advisors
Indiana
$1.31M +$118K +5,077 +10%
IWS
52
Insight Wealth Strategies
California
$1.28M -$6.69K -289 -0.5%
EGA
53
Eagle Global Advisors
Texas
$1.23M -$15.7K -680 -1%
FA
54
FDx Advisors
Illinois
$1.16M +$1.17M +50,613 New
Cerity Partners
55
Cerity Partners
New York
$1.12M +$7.87K +340 +0.7%
AA
56
Advisory Alpha
Michigan
$997K +$119K +5,131 +13%
AWA
57
Arkadios Wealth Advisors
Georgia
$990K +$217K +9,371 +28%
Stifel Financial
58
Stifel Financial
Missouri
$968K -$224K -9,694 -19%
KCFA
59
Key Client Fiduciary Advisors
New Jersey
$935K +$3.98K +172 +0.4%
FFN
60
Focus Financial Network
Minnesota
$932K +$124K +5,372 +15%
WIA
61
World Investment Advisors
California
$916K +$347K +14,999 +60%
AWA
62
Acorn Wealth Advisors
Michigan
$843K -$35.3K -1,527 -4%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$821K -$827K -35,714 -50%
KA
64
Kovack Advisors
Florida
$793K -$1.05M -45,436 -57%
IA
65
IFP Advisors
Florida
$792K +$204K +8,817 +34%
SEI Investments
66
SEI Investments
Pennsylvania
$754K +$116K +5,010 +18%
CCFM
67
Clear Creek Financial Management
Washington
$748K +$278 +12 +0%
AI
68
Atria Investments
North Carolina
$715K +$34.8K +1,505 +5%
PWM
69
Perigon Wealth Management
California
$714K -$1.78M -76,908 -71%
EWA
70
Evolution Wealth Advisors
Florida
$700K +$370 +16 +0.1%
CAP
71
Cordoba Advisory Partners
New York
$677K -$1.31M -56,611 -66%
WW
72
Waterfront Wealth
Kansas
$668K +$100K +4,332 +18%
TF
73
Tenzing Financial
Virginia
$589K +$74.3K +3,210 +14%
KW
74
KWB Wealth
California
$541K -$7.22K -312 -1%
Wealth Enhancement Advisory Services
75
Wealth Enhancement Advisory Services
Minnesota
$535K -$2.85M -122,921 -84%