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Franklin Senior Loan ETF

64 hedge funds and large institutions have $178M invested in Franklin Senior Loan ETF in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 11

175% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 8

49% more funds holding

Funds holding: 4364 (+21)

16% more capital invested

Capital invested by funds: $154M → $178M (+$24M)

6% less ownership

Funds ownership: 65.28%59.28% (-6%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
64
Holders Change
+21
Holders Change %
+48.84%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
32
Increased
22
Reduced
8
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFP Advisors
Florida
$109K -$293K -12,213 -73%
VAG
52
VisionPoint Advisory Group
Texas
$93.7K +$92.7K +3,859 New
OSNBOA
53
Old Second National Bank of Aurora
Illinois
$50.3K +$2.4K +100 +5%
Morgan Stanley
54
Morgan Stanley
New York
$23.4K +$11.7K +486 +102%
GWM
55
Geneos Wealth Management
Colorado
$19.4K +$19.2K +800 New
ASN
56
Advisory Services Network
Georgia
$8.53K +$8.44K +351 New
PS
57
Principal Securities
Iowa
$8.5K +$8.41K +350 New
CFD
58
Creative Financial Designs
Indiana
$5.1K +$5.05K +210 New
IPW
59
Impact Partnership Wealth
Georgia
$4.3K -$216 -9 -5%
DWMG
60
DB Wealth Management Group
California
$4.13K +$4.08K +170 New
AWM
61
Abound Wealth Management
Tennessee
$2.09K +$2.07K +86 New
FGAM
62
Financial Gravity Asset Management
Texas
$1.35K +$865 +36 +200%
Fidelity Investments
63
Fidelity Investments
Massachusetts
$49 -$1.15K -48 -96%
LFG
64
Larson Financial Group
Missouri
$13 +$24 +1 New
RWA
65
Redhawk Wealth Advisors
Minnesota
-$4.19M -174,325 Closed
Citadel Advisors
66
Citadel Advisors
Florida
-$2.23M -92,684 Closed
GS
67
GTS Securities
New York
-$1.11M -46,269 Closed
OMC
68
Old Mission Capital
Illinois
-$904K -37,579 Closed
DF
69
Donoghue Forlines
Massachusetts
-$754K -31,365 Closed
TI
70
Tidal Investments
Wisconsin
-$653K -27,163 Closed
PAG
71
Private Advisor Group
New Jersey
-$632K -26,265 Closed
JP Morgan Chase
72
JP Morgan Chase
New York
-$593K -24,639 Closed
Wells Fargo
73
Wells Fargo
California
-$48.1K -2,000 Closed
AAG
74
Armstrong Advisory Group
Massachusetts
-$12.5K -521 Closed
HI
75
Harbour Investments
Wisconsin
-$385 -16 Closed

FLBL Hedge Fund Activity: Q4 2023 in Review

64 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Franklin Senior Loan ETF (FLBL) for Q4 2023, worth a combined $178M — up 16% from $154M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FLBL positions and 11 closed out — a net gain of 21 holders — while 22 added to existing stakes and 8 trimmed.

The largest buyer was Hantz Financial Services, opening a new position worth an estimated $10.6M. The largest seller was Jane Street, cutting an estimated $15.7M.

  • 64 institutional investors held Franklin Senior Loan ETF (FLBL) as of Q4 2023, up from 43 in Q3 2023.
  • Funds reported $178M of Franklin Senior Loan ETF stock for Q4 2023, up 16% quarter-over-quarter.
  • 32 funds opened new Franklin Senior Loan ETF positions in Q4 2023 and 11 closed out, a net change of +21 holders.
  • The largest Franklin Senior Loan ETF buyer in Q4 2023 was Hantz Financial Services, an estimated $10.6M added.
  • The largest Franklin Senior Loan ETF seller in Q4 2023 was Jane Street, an estimated $15.7M sold.

Based on aggregated 13F filings for Q4 2023.