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Franklin Senior Loan ETF

126 hedge funds and large institutions have $431M invested in Franklin Senior Loan ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+19
Holders Change %
+17.76%
% of All Funds
1.68%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
36
Increased
47
Reduced
33
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FFN
76
Focus Financial Network
Minnesota
$530K +$327K +13,484 +161%
PCM
77
Pennsylvania Capital Management
Pennsylvania
$529K -$193K -7,950 -27%
AA
78
Advisory Alpha
Michigan
$477K +$48.4K +1,995 +11%
WW
79
Waterfront Wealth
Kansas
$474K +$4.9K +202 +1%
AWA
80
Arkadios Wealth Advisors
Georgia
$470K +$53.6K +2,209 +13%
FIM
81
Freedom Investment Management
Connecticut
$458K -$470K -19,369 -51%
SB
82
Strategic Blueprint
Georgia
$408K +$14.4K +593 +4%
OHWA
83
Oak Hill Wealth Advisors
Virginia
$331K +$331K +13,653 New
FEM
84
Fulcrum Equity Management
Texas
$329K -$358K -14,773 -52%
AAS
85
Ameritas Advisory Services
Nebraska
$319K
KOMWMG
86
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$296K +$296K +12,215 New
SA
87
Sovran Advisors
California
$296K +$296K +12,160 New
FA
88
Fermata Advisors
California
$295K -$22K -905 -7%
DAS
89
Dynamic Advisor Solutions
Arizona
$283K +$8.54K +352 +3%
SWA
90
Stratos Wealth Advisors
Ohio
$278K +$278K +11,463 New
APWM
91
Anchor Pointe Wealth Management
Missouri
$277K +$277K +11,423 New
MOS
92
MGO One Seven
Ohio
$273K +$41.4K +1,707 +18%
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$266K +$25.5K +1,054 +11%
TA
94
TFB Advisors
Kansas
$253K +$18.7K +769 +8%
SS
95
Sunbelt Securities
Texas
$243K -$245K -10,084 -50%
KAS
96
Kestra Advisory Services
Texas
$228K +$228K +9,379 New
PS
97
Principal Securities
Iowa
$192K -$57.9K -2,385 -23%
WP
98
WealthShield Partners
North Carolina
$113K +$49 +2 +0%
FFA
99
Farther Finance Advisors
California
$109K -$170 -7 -0.2%
TCG
100
Transcendent Capital Group
Oklahoma
$100K