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Franklin Senior Loan ETF
FLBL

Overview Fund Activity

99 hedge funds and large institutions have $259M invested in Franklin Senior Loan ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+22
Holders Change %
+28.57%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
28
Increased
47
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$20.7M
2
HFS
Hantz Financial Services
Michigan
+$10.7M
3
AssetMark Inc
AssetMark Inc
California
+$5.65M
4
PCM
Pennsylvania Capital Management
Pennsylvania
+$4.68M
5
FTS
Fifth Third Securities
Ohio
+$4.5M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$2.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$400K
3
DWM
Drive Wealth Management
Utah
-$242K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$173K
5
Jane Street
Jane Street
New York
-$30.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
51
Evolution Wealth Advisors
Florida
$713K +$713K +29,190 New
FEM
52
Fulcrum Equity Management
Texas
$700K +$364K +14,909 +108%
JSL
53
JT Stratford LLC
Georgia
$697K +$14.9K +610 +2%
OWM
54
OneAscent Wealth Management
Alabama
$619K +$59.2K +2,422 +11%
IWM
55
IHT Wealth Management
Illinois
$587K +$60.9K +2,494 +12%
WP
56
WealthPLAN Partners
Nebraska
$520K +$520K +21,308 New
SB
57
Strategic Blueprint
Georgia
$448K +$197K +8,059 +78%
AWA
58
Arkadios Wealth Advisors
Georgia
$413K +$151K +6,169 +57%
AA
59
Advisory Alpha
Michigan
$410K +$53.6K +2,197 +15%
AWM
60
Adams Wealth Management
Utah
$374K +$50.1K +2,052 +15%
CI
61
CacheTech Inc
Utah
$374K +$374K +15,335 New
AAS
62
Ameritas Advisory Services
Nebraska
$338K +$338K +13,850 New
FA
63
Fermata Advisors
California
$322K +$8.54K +350 +3%
SS
64
Sunbelt Securities
Texas
$319K +$189K +7,760 +146%
BCI
65
Brinker Capital Investments
Pennsylvania
$305K -$3.05K -125 -1%
OPS
66
Orion Portfolio Solutions
Nebraska
$305K -$3.05K -125 -1%
CIA
67
Concurrent Investment Advisors
Florida
$295K +$295K +12,101 New
FAM
68
Frontier Asset Management
Wyoming
$295K +$295K +12,085 New
DAS
69
Dynamic Advisor Solutions
Arizona
$291K -$2.44K -100 -0.8%
FFA
70
Florida Financial Advisors
Florida
$289K -$8.54K -350 -3%
AI
71
Atria Investments
North Carolina
$264K +$264K +10,828 New
Calamos Advisors
72
Calamos Advisors
Illinois
$257K – – –
Commonwealth Equity Services
73
Commonwealth Equity Services
Massachusetts
$245K -$173K -7,080 -41%
IAS
74
Insigneo Advisory Services
Florida
$238K +$238K +9,897 New
Ameriprise
75
Ameriprise
Minnesota
$235K +$235K +9,627 New
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