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Franklin Senior Loan ETF
FLBL

Overview Fund Activity

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
Holders
107
Holders Change
+8
Holders Change %
+8.08%
% of All Funds
1.55%
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
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$76.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$22.6M
3
DC
Dorval Corp
Minnesota
$15.6M
4
WIM
WealthPlan Investment Management
Nebraska
$13.9M
5
HFS
Hantz Financial Services
Michigan
$42.2M

Top Sellers

1
LPL Financial
LPL Financial
California
$19.9M
2
PCM
Pennsylvania Capital Management
Pennsylvania
$722K
3
Franklin Resources
Franklin Resources
California
$21.3M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$1.35M
5
SIAS
Summit Investment Advisory Services
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$98.4K +4,065 +12%
AWA
54
Acorn Wealth Advisors
Michigan
$898K +$101K +4,175 +13%
IWM
55
IHT Wealth Management
Illinois
$863K +$280K +11,551 +48%
CI
56
CacheTech Inc
Utah
$800K +$428K +17,621 +115%
AWM
57
Adams Wealth Management
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 +$723K +29,803 New
PCM
60
Pennsylvania Capital Management
Pennsylvania
$722K -$9.88M -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 +$472K +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 -$51.3K -2,114 -12%
AAS
70
Ameritas Advisory Services
Nebraska
$319K -$17K -700 -5%
FA
71
Fermata Advisors
California
$317K -$3.03K -125 -0.9%
Citadel Advisors
72
Citadel Advisors
Florida
$304K +$304K +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%
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