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Franklin Senior Loan ETF
FLBL

Overview Fund Activity

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
Holders
107
Holders Change
+8
Holders Change %
+8.08%
% of All Funds
1.55%
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
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$76.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$22.6M
3
DC
Dorval Corp
Minnesota
$15.6M
4
WIM
WealthPlan Investment Management
Nebraska
$13.9M
5
HFS
Hantz Financial Services
Michigan
$42.2M

Top Sellers

1
LPL Financial
LPL Financial
California
$19.9M
2
PCM
Pennsylvania Capital Management
Pennsylvania
$722K
3
Franklin Resources
Franklin Resources
California
$21.3M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$1.35M
5
SIAS
Summit Investment Advisory Services
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
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 -$78.2K -3,224 -27%
FFN
84
Focus Financial Network
Minnesota
$203K +$203K +8,377 New
OPS
85
Orion Portfolio Solutions
Nebraska
$203K -$100K -4,135 -33%
BCI
86
Brinker Capital Investments
Pennsylvania
$203K -$100K -4,135 -33%
GM
87
GeoWealth Management
Illinois
$134K +$134K +5,512 New
VAG
88
VisionPoint Advisory Group
Texas
$123K -$23.4K -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 +$21.2K +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 -$29.3K -1,209 -80%
MFG
99
Mendota Financial Group
Wisconsin
$5.24K +$5.24K +216 New
CFD
100
Creative Financial Designs
Indiana
$5.1K – – –
1 2 3
4
5