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Franklin Senior Loan ETF

127 hedge funds and large institutions have $698M invested in Franklin Senior Loan ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 68 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 31

62% more capital invested

Capital invested by funds: $431M → $698M (+$267M)

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10.12% more ownership

Funds ownership: 59.06%69.18% (+10%)

1% more funds holding

Funds holding: 126127 (+1)

Holders
127
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
1.7%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
19
Increased
68
Reduced
31
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
51
Envestnet Portfolio Solutions
Illinois
$1.42M -$290K -11,986 -17%
CWM
52
Capital Wealth Management
Rhode Island
$1.41M +$42.7K +1,761 +3%
EGA
53
Eagle Global Advisors
Texas
$1.39M +$731K +30,175 +109%
CA
54
CoreCap Advisors
Michigan
$1.38M -$381K -15,720 -22%
Janus Henderson Group
55
Janus Henderson Group
United Kingdom
$1.3M +$269K +11,084 +26%
EH
56
Equitable Holdings
New York
$1.3M +$246K +10,168 +23%
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$1.29M -$4.9M -202,387 -79%
IWM
58
IHT Wealth Management
Illinois
$1.27M +$353K +14,578 +38%
RWA
59
Rooted Wealth Advisors
Illinois
$1.25M +$151K +6,216 +13%
SA
60
Sovran Advisors
California
$1.22M +$959K +39,568 +325%
WMA
61
Wealth Management Associates
New Jersey
$1.15M +$1.16M +47,925 New
IA
62
IFP Advisors
Florida
$1.15M +$18.1K +746 +2%
SOS
63
Silver Oak Securities
Tennessee
$1.12M +$1.13M +46,746 New
KCFA
64
Key Client Fiduciary Advisors
New Jersey
$1.12M -$53.7K -2,218 -5%
AWA
65
Acorn Wealth Advisors
Michigan
$981K +$54.3K +2,241 +6%
AWM
66
Adams Wealth Management
Utah
$960K +$204K +8,421 +27%
CI
67
CacheTech Inc
Utah
$960K +$204K +8,421 +27%
ML
68
McAdam LLC
Pennsylvania
$953K +$397K +16,382 +71%
FA
69
FDx Advisors
Illinois
$819K -$57.4K -2,368 -7%
EWA
70
Evolution Wealth Advisors
Florida
$770K +$38K +1,570 +5%
EFG
71
Elm3 Financial Group
Georgia
$739K +$63.9K +2,637 +9%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$736K -$41.3K -1,706 -5%
LFAS
73
Level Four Advisory Services
Texas
$731K -$569K -23,497 -44%
AI
74
Atria Investments
North Carolina
$721K +$726K +29,953 New
SA
75
Sanctuary Advisors
Indiana
$692K +$697K +28,770 New

FLBL Hedge Fund Activity: Q1 2025 in Review

127 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Franklin Senior Loan ETF (FLBL) for Q1 2025, worth a combined $698M — up 62% from $431M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FLBL positions and 15 closed out — a net gain of 4 holders — while 68 added to existing stakes and 31 trimmed.

The largest buyer was Franklin Resources, adding an estimated $202M. The largest seller was Systelligence LLC, exiting entirely with an estimated $10.7M sold.

  • 127 institutional investors held Franklin Senior Loan ETF (FLBL) as of Q1 2025, up from 126 in Q4 2024.
  • Funds reported $698M of Franklin Senior Loan ETF stock for Q1 2025, up 62% quarter-over-quarter.
  • 19 funds opened new Franklin Senior Loan ETF positions in Q1 2025 and 15 closed out, a net change of +4 holders.
  • The largest Franklin Senior Loan ETF buyer in Q1 2025 was Franklin Resources, an estimated $202M added.
  • The largest Franklin Senior Loan ETF seller in Q1 2025 was Systelligence LLC, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2025.