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Franklin Senior Loan ETF

126 hedge funds and large institutions have $697M invested in Franklin Senior Loan ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Seed Wealth Management
Illinois
$680K
OHWA
77
Oak Hill Wealth Advisors
Virginia
$662K
IF
78
Intrua Financial
Texas
$653K
AA
79
Advisory Alpha
Michigan
$645K
WIA
80
World Investment Advisors
California
$634K
FFN
81
Focus Financial Network
Minnesota
$623K
JSL
82
JT Stratford LLC
Georgia
$613K
PCM
83
Pennsylvania Capital Management
Pennsylvania
$556K
GVCM
84
Global View Capital Management
Wisconsin
$499K
WW
85
Waterfront Wealth
Kansas
$492K
AWA
86
Arkadios Wealth Advisors
Georgia
$482K
FIM
87
Freedom Investment Management
Connecticut
$475K
HF
88
HRT Financial
New York
$427K
OWM
89
OneAscent Wealth Management
Alabama
$418K
SB
90
Strategic Blueprint
Georgia
$397K
KOMWMG
91
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$358K
AAS
92
Ameritas Advisory Services
Nebraska
$319K
FA
93
Fermata Advisors
California
$316K
IWS
94
Insight Wealth Strategies
California
$300K
FEM
95
Fulcrum Equity Management
Texas
$288K
DAS
96
Dynamic Advisor Solutions
Arizona
$286K
RIA
97
Regal Investment Advisors
Michigan
$273K
SWA
98
Stratos Wealth Advisors
Ohio
$270K
TA
99
TFB Advisors
Kansas
$269K
MOS
100
MGO One Seven
Ohio
$238K