Franklin Senior Loan ETF
FLBL
77 hedge funds and large institutions have $164M invested in Franklin Senior Loan ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 6 closing their positions.
233% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 6
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
55% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 20
20% more funds holding
Funds holding: 64 → 77 (+13)
8% less capital invested
Capital invested by funds: $178M → $164M (-$13.7M)
9.08% less ownership
Funds ownership: 59.28% → 50.21% (-9.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
+$13.8M |
| 2 |
PCM
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
|
+$5.96M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.63M |
| 4 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
+$4.07M |
| 5 |
PWM
Perigon Wealth Management
San Francisco,
California
|
+$2.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$41.9M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
-$17.8M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$695K |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$290K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$257K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Fidelity Investments
Boston,
Massachusetts
| $24 | -$24 | -1 | -50% |
|
|
LFG
77
Larson Financial Group
St Louis,
Missouri
| $13 | – | – | – |
|
|
TC
78
Trilogy Capital
Irvine,
California
| – | -$17.8M | -733,968 | Closed |
|
|
AWM
79
AE Wealth Management
Topeka,
Kansas
| – | -$290K | -11,920 | Closed |
|
|
IWC
80
Integrated Wealth Concepts
Waltham,
Massachusetts
| – | -$218K | -8,992 | Closed |
|
|
OSNBOA
81
Old Second National Bank of Aurora
Aurora,
Illinois
| – | -$50.3K | -2,072 | Closed |
|
|
ASN
82
Advisory Services Network
Atlanta,
Georgia
| – | -$8.53K | -351 | Closed |
|
|
AWM
83
Abound Wealth Management
Franklin,
Tennessee
| – | -$2.09K | -86 | Closed |
|
FLBL Hedge Fund Activity: Q1 2024 in Review
77 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Franklin Senior Loan ETF (FLBL) for Q1 2024, worth a combined $164M — down 7.7% from $178M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FLBL positions and 6 closed out — a net gain of 14 holders — while 31 added to existing stakes and 20 trimmed.
The largest buyer was Hantz Financial Services, adding an estimated $13.8M. The largest seller was Franklin Resources, cutting an estimated $41.9M.
- 77 institutional investors held Franklin Senior Loan ETF (FLBL) as of Q1 2024, up from 64 in Q4 2023.
- Funds reported $164M of Franklin Senior Loan ETF stock for Q1 2024, down 7.7% quarter-over-quarter.
- 20 funds opened new Franklin Senior Loan ETF positions in Q1 2024 and 6 closed out, a net change of +14 holders.
- The largest Franklin Senior Loan ETF buyer in Q1 2024 was Hantz Financial Services, an estimated $13.8M added.
- The largest Franklin Senior Loan ETF seller in Q1 2024 was Franklin Resources, an estimated $41.9M sold.
Based on aggregated 13F filings for Q1 2024.