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Franklin Senior Loan ETF
FLBL

Overview Fund Activity

77 hedge funds and large institutions have $164M invested in Franklin Senior Loan ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+13
Holders Change %
+20.31%
% of All Funds
1.12%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
20
Increased
31
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFS
Hantz Financial Services
Michigan
+$13.9M
2
PCM
Pennsylvania Capital Management
Pennsylvania
+$6.01M
3
LPL Financial
LPL Financial
California
+$4.66M
4
PIWA
Prevail Innovative Wealth Advisors
Kansas
+$4.1M
5
PWM
Perigon Wealth Management
California
+$2.41M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$42.3M
2
TC
Trilogy Capital
California
-$17.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$700K
4
AWM
AE Wealth Management
Kansas
-$290K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$259K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCI
51
Brinker Capital Investments
Pennsylvania
$309K +$90.2K +3,683 +41%
FFA
52
Florida Financial Advisors
Florida
$298K +$298K +12,186 New
DAS
53
Dynamic Advisor Solutions
Arizona
$295K -$171 -7 -0.1%
AWA
54
Arkadios Wealth Advisors
Georgia
$264K +$8.89K +363 +3%
Calamos Advisors
55
Calamos Advisors
Illinois
$258K +$258K +10,546 New
SB
56
Strategic Blueprint
Georgia
$252K +$36.1K +1,474 +17%
AAS
57
Avantax Advisory Services
Texas
$245K +$34K +1,390 +16%
RIA
58
Regal Investment Advisors
Michigan
$219K +$219K +8,956 New
SS
59
Sunbelt Securities
Texas
$130K -$294 -12 -0.2%
IA
60
IFP Advisors
Florida
$124K +$14K +571 +13%
PS
61
Principal Securities
Iowa
$119K +$110K +4,489 +1,283%
WP
62
WealthShield Partners
North Carolina
$113K – – –
TCG
63
Transcendent Capital Group
Oklahoma
$101K +$101K +4,120 New
VAG
64
VisionPoint Advisory Group
Texas
$88.4K -$6.15K -251 -7%
PTC
65
Private Trust Company
Ohio
$56.8K +$56.8K +2,317 New
FFO
66
Fortitude Family Office
Arizona
$38.3K +$38.3K +1,562 New
GWM
67
Geneos Wealth Management
Colorado
$19.6K – – –
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$15K +$15K +623 New
Morgan Stanley
69
Morgan Stanley
New York
$11.9K -$11.7K -479 -50%
FGAM
70
Financial Gravity Asset Management
Texas
$8.44K +$7.12K +290 +537%
BL
71
BFSG LLC
California
$6.12K +$6.12K +250 New
CFD
72
Creative Financial Designs
Indiana
$5.14K – – –
IPW
73
Impact Partnership Wealth
Georgia
$4.34K – – –
BONH
74
Bank of New Hampshire
New Hampshire
$2.72K +$2.72K +111 New
IGWM
75
ICA Group Wealth Management
Colorado
$612 +$612 +25 New
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