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Franklin Senior Loan ETF

107 hedge funds and large institutions have $382M invested in Franklin Senior Loan ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 28

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

48% more capital invested

Capital invested by funds: $259M → $382M (+$123M)

8% more funds holding

Funds holding: 99107 (+8)

0.76% more ownership

Funds ownership: 52.91%53.67% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
107
Holders Change
+8
Holders Change %
+8.08%
% of All Funds
1.54%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
49
Reduced
28
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFP Advisors
Florida
$1.13M +$173K +7,136 +18%
FIM
52
Freedom Investment Management
Connecticut
$928K -$35.3K -1,454 -4%
RWA
53
Rooted Wealth Advisors
Illinois
$912K +$98.8K +4,065 +12%
AWA
54
Acorn Wealth Advisors
Michigan
$898K +$101K +4,175 +13%
IWM
55
IHT Wealth Management
Illinois
$863K +$281K +11,551 +48%
AWM
56
Adams Wealth Management
Utah
$800K +$428K +17,621 +115%
CI
57
CacheTech Inc
Utah
$800K +$428K +17,621 +115%
EWA
58
Evolution Wealth Advisors
Florida
$738K +$29.5K +1,215 +4%
Janney Montgomery Scott
59
Janney Montgomery Scott
Pennsylvania
$723K +$724K +29,803 New
PCM
60
Pennsylvania Capital Management
Pennsylvania
$722K -$9.89M -407,139 -93%
FEM
61
Fulcrum Equity Management
Texas
$687K -$8.96K -369 -1%
JSL
62
JT Stratford LLC
Georgia
$687K -$6.12K -252 -0.9%
OWM
63
OneAscent Wealth Management
Alabama
$636K +$20.8K +857 +3%
TI
64
TrueMark Investments
Illinois
$521K +$521K +21,464 New
SS
65
Sunbelt Securities
Texas
$488K +$171K +7,033 +54%
WW
66
Waterfront Wealth
Kansas
$472K +$470K +19,351 New
AA
67
Advisory Alpha
Michigan
$429K +$21.2K +874 +5%
AWA
68
Arkadios Wealth Advisors
Georgia
$416K +$5.17K +213 +1%
SB
69
Strategic Blueprint
Georgia
$394K -$51.4K -2,114 -12%
AAS
70
Ameritas Advisory Services
Nebraska
$319K -$17K -700 -5%
FA
71
Fermata Advisors
California
$317K -$3.04K -125 -0.9%
Citadel Advisors
72
Citadel Advisors
Florida
$304K +$305K +12,535 New
FAM
73
Frontier Asset Management
Wyoming
$295K +$1.29K +53 +0.4%
DAS
74
Dynamic Advisor Solutions
Arizona
$274K -$15.6K -642 -5%
AI
75
Atria Investments
North Carolina
$256K -$7.21K -297 -3%

FLBL Hedge Fund Activity: Q3 2024 in Review

107 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Franklin Senior Loan ETF (FLBL) for Q3 2024, worth a combined $382M — up 48% from $259M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FLBL positions and 14 closed out — a net gain of 9 holders — while 49 added to existing stakes and 28 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $21.2M. The largest seller was LPL Financial, cutting an estimated $15.8M.

  • 107 institutional investors held Franklin Senior Loan ETF (FLBL) as of Q3 2024, up from 99 in Q2 2024.
  • Funds reported $382M of Franklin Senior Loan ETF stock for Q3 2024, up 48% quarter-over-quarter.
  • 23 funds opened new Franklin Senior Loan ETF positions in Q3 2024 and 14 closed out, a net change of +9 holders.
  • The largest Franklin Senior Loan ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $21.2M added.
  • The largest Franklin Senior Loan ETF seller in Q3 2024 was LPL Financial, an estimated $15.8M sold.

Based on aggregated 13F filings for Q3 2024.