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Franklin Senior Loan ETF
FLBL

Overview Fund Activity

126 hedge funds and large institutions have $431M invested in Franklin Senior Loan ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+19
Holders Change %
+17.76%
% of All Funds
1.68%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
36
Increased
47
Reduced
33
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KMWM
Keudell/Morrison Wealth Management
Oregon
$20.4M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$17.8M
3
Ameriprise
Ameriprise
Minnesota
$22.5M
4
Calamos Advisors
Calamos Advisors
Illinois
$19.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$10.9M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11K
3
Jane Street
Jane Street
New York
$0
4
Deutsche Bank
Deutsche Bank
Germany
$0
5
CA
CoreCap Advisors
Michigan
$1.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
51
Kovack Advisors
Florida
$1.45M +$41.2K +1,699 +3%
CWM
52
Capital Wealth Management
Rhode Island
$1.38M +$752 +31 +0.1%
KCM
53
Kathmere Capital Management
Pennsylvania
$1.37M -$13.5K -555 -1%
LFAS
54
Level Four Advisory Services
Texas
$1.31M -$266K -10,950 -17%
Stifel Financial
55
Stifel Financial
Missouri
$1.23M -$545K -22,455 -31%
KCFA
56
Key Client Fiduciary Advisors
New Jersey
$1.19M +$9.44K +389 +0.8%
RWA
57
Rooted Wealth Advisors
Illinois
$1.15M +$234K +9,628 +26%
IA
58
IFP Advisors
Florida
$1.14M +$10.9K +451 +1%
EH
59
Equitable Holdings
New York
$1.06M -$213K -8,791 -17%
Janus Henderson Group
60
Janus Henderson Group
United Kingdom
$1.04M +$1.04M +42,973 New
AWA
61
Acorn Wealth Advisors
Michigan
$934K +$36.2K +1,490 +4%
IWM
62
IHT Wealth Management
Illinois
$926K +$63K +2,597 +7%
Bank of America
63
Bank of America
North Carolina
$910K +$910K +37,508 New
FA
64
FDx Advisors
Illinois
$884K +$884K +36,413 New
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$783K +$60.2K +2,481 +8%
AWM
66
Adams Wealth Management
Utah
$764K -$35.8K -1,474 -4%
CI
67
CacheTech Inc
Utah
$764K -$35.8K -1,474 -4%
EWA
68
Evolution Wealth Advisors
Florida
$738K – – –
EFG
69
Elm3 Financial Group
Georgia
$681K +$681K +28,052 New
EGA
70
Eagle Global Advisors
Texas
$670K +$670K +27,615 New
JSL
71
JT Stratford LLC
Georgia
$641K -$45.5K -1,874 -7%
WIA
72
World Investment Advisors
California
$612K +$367K +15,142 +150%
GVCM
73
Global View Capital Management
Wisconsin
$602K +$602K +24,783 New
ML
74
McAdam LLC
Pennsylvania
$564K +$564K +23,229 New
OWM
75
OneAscent Wealth Management
Alabama
$541K -$94.9K -3,909 -15%
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