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Franklin Senior Loan ETF
FLBL

Overview Fund Activity

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
Holders
99
Holders Change
+22
Holders Change %
+28.57%
% of All Funds
1.44%
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
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$20.7M
2
HFS
Hantz Financial Services
Michigan
+$10.7M
3
AssetMark Inc
AssetMark Inc
California
+$5.65M
4
PCM
Pennsylvania Capital Management
Pennsylvania
+$4.68M
5
FTS
Fifth Third Securities
Ohio
+$4.5M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$2.2M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$400K
3
DWM
Drive Wealth Management
Utah
-$242K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$173K
5
Jane Street
Jane Street
New York
-$30.6K
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$206K +8,427 New
TA
80
TFB Advisors
Kansas
$204K +$204K +8,345 New
VAG
81
VisionPoint Advisory Group
Texas
$147K +$58.8K +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 -$4.23K -173 -28%
PCM
92
Penserra Capital Management
California
$8K +$8K +326 New
CIR
93
Clear Investment Research
Georgia
$7.91K +$7.91K +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 -$8.3K -341 -99%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$49 +$25 +1 +100%
BL
100
BFSG LLC
California
– -$6.12K -250 Closed
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4
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