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Franklin Senior Loan ETF

127 hedge funds and large institutions have $698M invested in Franklin Senior Loan ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 68 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 31

62% more capital invested

Capital invested by funds: $431M → $698M (+$267M)

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10.12% more ownership

Funds ownership: 59.06%69.18% (+10%)

1% more funds holding

Funds holding: 126127 (+1)

Holders
127
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
1.7%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
19
Increased
68
Reduced
31
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
76
Sightline Wealth Advisors
Connecticut
$684K -$1.57M -64,842 -70%
SWM
77
Seed Wealth Management
Illinois
$680K -$1.1M -45,391 -62%
OHWA
78
Oak Hill Wealth Advisors
Virginia
$662K +$335K +13,836 +101%
IF
79
Intrua Financial
Texas
$653K +$658K +27,140 New
AA
80
Advisory Alpha
Michigan
$645K +$173K +7,131 +36%
WIA
81
World Investment Advisors
California
$634K +$26.4K +1,091 +4%
FFN
82
Focus Financial Network
Minnesota
$623K +$97.5K +4,023 +18%
JSL
83
JT Stratford LLC
Georgia
$613K -$22.7K -938 -4%
PCM
84
Pennsylvania Capital Management
Pennsylvania
$556K +$31.2K +1,289 +6%
GVCM
85
Global View Capital Management
Wisconsin
$499K -$97.8K -4,037 -16%
WW
86
Waterfront Wealth
Kansas
$492K +$21.7K +894 +5%
AWA
87
Arkadios Wealth Advisors
Georgia
$482K +$16.6K +685 +4%
FIM
88
Freedom Investment Management
Connecticut
$475K +$21.5K +886 +5%
HF
89
HRT Financial
New York
$427K +$431K +17,778 New
OWM
90
OneAscent Wealth Management
Alabama
$418K -$119K -4,926 -22%
SB
91
Strategic Blueprint
Georgia
$397K -$7.75K -320 -2%
KOMWMG
92
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$358K +$64.3K +2,655 +22%
AAS
93
Ameritas Advisory Services
Nebraska
$319K
FA
94
Fermata Advisors
California
$316K +$23.7K +978 +8%
IWS
95
Insight Wealth Strategies
California
$300K +$302K +12,477 New
FEM
96
Fulcrum Equity Management
Texas
$288K -$38.4K -1,585 -12%
DAS
97
Dynamic Advisor Solutions
Arizona
$286K +$6.13K +253 +2%
RIA
98
Regal Investment Advisors
Michigan
$273K +$275K +11,340 New
SWA
99
Stratos Wealth Advisors
Ohio
$270K -$5.55K -229 -2%
TA
100
TFB Advisors
Kansas
$269K +$17.7K +732 +7%

FLBL Hedge Fund Activity: Q1 2025 in Review

127 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Franklin Senior Loan ETF (FLBL) for Q1 2025, worth a combined $698M — up 62% from $431M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FLBL positions and 15 closed out — a net gain of 4 holders — while 68 added to existing stakes and 31 trimmed.

The largest buyer was Franklin Resources, adding an estimated $202M. The largest seller was Systelligence LLC, exiting entirely with an estimated $10.7M sold.

  • 127 institutional investors held Franklin Senior Loan ETF (FLBL) as of Q1 2025, up from 126 in Q4 2024.
  • Funds reported $698M of Franklin Senior Loan ETF stock for Q1 2025, up 62% quarter-over-quarter.
  • 19 funds opened new Franklin Senior Loan ETF positions in Q1 2025 and 15 closed out, a net change of +4 holders.
  • The largest Franklin Senior Loan ETF buyer in Q1 2025 was Franklin Resources, an estimated $202M added.
  • The largest Franklin Senior Loan ETF seller in Q1 2025 was Systelligence LLC, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2025.