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Franklin Senior Loan ETF

99 hedge funds and large institutions have $259M invested in Franklin Senior Loan ETF in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 4

194% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 16

58% more capital invested

Capital invested by funds: $164M → $259M (+$94.8M)

29% more funds holding

Funds holding: 7799 (+22)

2.71% more ownership

Funds ownership: 50.21%52.91% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
99
Holders Change
+22
Holders Change %
+28.57%
% of All Funds
1.43%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
28
Increased
47
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
76
Avantax Advisory Services
Texas
$225K -$19.8K -812 -8%
RIA
77
Regal Investment Advisors
Michigan
$217K -$1.68K -69 -0.8%
DWM
78
Drive Wealth Management
Utah
$206K -$242K -9,910 -54%
MOS
79
MGO One Seven
Ohio
$206K +$205K +8,427 New
TA
80
TFB Advisors
Kansas
$204K +$203K +8,345 New
VAG
81
VisionPoint Advisory Group
Texas
$147K +$58.7K +2,409 +67%
PS
82
Principal Securities
Iowa
$125K +$6.54K +268 +6%
WP
83
WealthShield Partners
North Carolina
$112K
TCG
84
Transcendent Capital Group
Oklahoma
$101K
ACM
85
Anfield Capital Management
California
$63.1K +$63.1K +2,586 New
PTC
86
Private Trust Company
Ohio
$56.6K
Morgan Stanley
87
Morgan Stanley
New York
$42K +$30.2K +1,237 +255%
FFO
88
Fortitude Family Office
Arizona
$36.9K -$1.22K -50 -3%
GWM
89
Geneos Wealth Management
Colorado
$19.5K
AF
90
Allworth Financial
California
$13.4K +$13.4K +550 New
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$11K -$4.22K -173 -28%
PCM
92
Penserra Capital Management
California
$8K +$7.95K +326 New
CIR
93
Clear Investment Research
Georgia
$7.91K +$7.9K +324 New
CFD
94
Creative Financial Designs
Indiana
$5.13K
BONH
95
Bank of New Hampshire
New Hampshire
$2.71K
US Bancorp
96
US Bancorp
Minnesota
$1.49K +$1.49K +61 New
IC
97
Innealta Capital
Texas
$1.39K +$1.39K +57 New
FGAM
98
Financial Gravity Asset Management
Texas
$73 -$8.31K -341 -99%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$49 +$24 +1 +100%
BL
100
BFSG LLC
California
-$6.12K -250 Closed

FLBL Hedge Fund Activity: Q2 2024 in Review

99 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Franklin Senior Loan ETF (FLBL) for Q2 2024, worth a combined $259M — up 58% from $164M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FLBL positions and 4 closed out — a net gain of 24 holders — while 47 added to existing stakes and 16 trimmed.

The largest buyer was LPL Financial, adding an estimated $20.7M. The largest seller was Osaic Holdings, cutting an estimated $2.2M.

  • 99 institutional investors held Franklin Senior Loan ETF (FLBL) as of Q2 2024, up from 77 in Q1 2024.
  • Funds reported $259M of Franklin Senior Loan ETF stock for Q2 2024, up 58% quarter-over-quarter.
  • 28 funds opened new Franklin Senior Loan ETF positions in Q2 2024 and 4 closed out, a net change of +24 holders.
  • The largest Franklin Senior Loan ETF buyer in Q2 2024 was LPL Financial, an estimated $20.7M added.
  • The largest Franklin Senior Loan ETF seller in Q2 2024 was Osaic Holdings, an estimated $2.2M sold.

Based on aggregated 13F filings for Q2 2024.