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Franklin Senior Loan ETF

107 hedge funds and large institutions have $382M invested in Franklin Senior Loan ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 28

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

48% more capital invested

Capital invested by funds: $259M → $382M (+$123M)

8% more funds holding

Funds holding: 99107 (+8)

0.76% more ownership

Funds ownership: 52.91%53.67% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
107
Holders Change
+8
Holders Change %
+8.08%
% of All Funds
1.54%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
49
Reduced
28
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
76
Principal Securities
Iowa
$250K +$126K +5,183 +101%
WIA
77
World Investment Advisors
California
$245K +$245K +10,092 New
RJT
78
Raymond James Trust
Florida
$243K +$243K +10,000 New
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$241K -$2.38K -98 -1%
TA
80
TFB Advisors
Kansas
$234K +$31.8K +1,310 +16%
MOS
81
MGO One Seven
Ohio
$232K +$27.2K +1,120 +13%
RA
82
RFG Advisory
Alabama
$223K +$223K +9,198 New
CIA
83
Concurrent Investment Advisors
Florida
$215K -$78.3K -3,224 -27%
FFN
84
Focus Financial Network
Minnesota
$203K +$204K +8,377 New
BCI
85
Brinker Capital Investments
Pennsylvania
$203K -$100K -4,135 -33%
OPS
86
Orion Portfolio Solutions
Nebraska
$203K -$100K -4,135 -33%
GM
87
GeoWealth Management
Illinois
$134K +$134K +5,512 New
VAG
88
VisionPoint Advisory Group
Texas
$123K -$23.5K -966 -16%
WP
89
WealthShield Partners
North Carolina
$113K +$1.19K +49 +1%
FFA
90
Farther Finance Advisors
California
$109K +$109K +4,497 New
TCG
91
Transcendent Capital Group
Oklahoma
$100K
ACM
92
Anfield Capital Management
California
$84K +$21.3K +875 +34%
Morgan Stanley
93
Morgan Stanley
New York
$32K -$9.79K -403 -23%
GWM
94
Geneos Wealth Management
Colorado
$19.4K
AF
95
Allworth Financial
California
$13.3K
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$11K +$49 +2 +0.4%
CIR
97
Clear Investment Research
Georgia
$8.18K +$316 +13 +4%
FFO
98
Fortitude Family Office
Arizona
$7.35K -$29.4K -1,209 -80%
MFG
99
Mendota Financial Group
Wisconsin
$5.24K +$5.25K +216 New
CFD
100
Creative Financial Designs
Indiana
$5.1K

FLBL Hedge Fund Activity: Q3 2024 in Review

107 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Franklin Senior Loan ETF (FLBL) for Q3 2024, worth a combined $382M — up 48% from $259M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FLBL positions and 14 closed out — a net gain of 9 holders — while 49 added to existing stakes and 28 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $21.2M. The largest seller was LPL Financial, cutting an estimated $15.8M.

  • 107 institutional investors held Franklin Senior Loan ETF (FLBL) as of Q3 2024, up from 99 in Q2 2024.
  • Funds reported $382M of Franklin Senior Loan ETF stock for Q3 2024, up 48% quarter-over-quarter.
  • 23 funds opened new Franklin Senior Loan ETF positions in Q3 2024 and 14 closed out, a net change of +9 holders.
  • The largest Franklin Senior Loan ETF buyer in Q3 2024 was JP Morgan Chase, an estimated $21.2M added.
  • The largest Franklin Senior Loan ETF seller in Q3 2024 was LPL Financial, an estimated $15.8M sold.

Based on aggregated 13F filings for Q3 2024.