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Franklin Senior Loan ETF

132 hedge funds and large institutions have $738M invested in Franklin Senior Loan ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

6% more capital invested

Capital invested by funds: $698M → $738M (+$40.7M)

4% more funds holding

Funds holding: 127132 (+5)

1.22% less ownership

Funds ownership: 69.18%67.95% (-1.2%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

27% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 59

Holders
132
Holders Change
+5
Holders Change %
+3.94%
% of All Funds
1.74%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
24
Increased
43
Reduced
59
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFN
76
Focus Financial Network
Minnesota
$705K +$77K +3,216 +12%
AA
77
Advisory Alpha
Michigan
$703K +$53.6K +2,240 +8%
IWS
78
Insight Wealth Strategies
California
$702K +$398K +16,622 +133%
OHWA
79
Oak Hill Wealth Advisors
Virginia
$667K +$2.37K +99 +0.4%
AI
80
Atria Investments
North Carolina
$665K -$60.3K -2,518 -8%
HOWA
81
Heritage Oak Wealth Advisors
Florida
$631K -$2.27M -94,607 -78%
IF
82
Intrua Financial
Texas
$592K -$64.4K -2,690 -10%
SWA
83
Sightline Wealth Advisors
Connecticut
$540K -$146K -6,118 -22%
WSFS
84
Wilmington Savings Fund Society
Delaware
$537K +$530K +22,154 New
WW
85
Waterfront Wealth
Kansas
$521K +$25.3K +1,058 +5%
SEI Investments
86
SEI Investments
Pennsylvania
$517K +$511K +21,337 New
Envestnet Portfolio Solutions
87
Envestnet Portfolio Solutions
Illinois
$506K -$916K -38,244 -65%
WIA
88
World Investment Advisors
California
$501K -$135K -5,655 -21%
BlackRock
89
BlackRock
New York
$489K +$396K +16,527 +450%
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$478K +$472K +19,728 New
IA
91
Integrity Alliance
Iowa
$437K -$1.06M -44,334 -71%
AWM
92
Adams Wealth Management
Utah
$403K -$557K -23,262 -58%
CI
93
CacheTech Inc
Utah
$403K -$557K -23,262 -58%
CAMG
94
CWA Asset Management Group
Florida
$341K +$336K +14,053 New
FA
95
Fermata Advisors
California
$318K -$144 -6 -0%
Zurich Cantonal Bank
96
Zurich Cantonal Bank
Switzerland
$304K +$301K +12,575 New
RIA
97
Regal Investment Advisors
Michigan
$292K +$16.6K +692 +6%
OWM
98
OneAscent Wealth Management
Alabama
$276K -$143K -5,955 -34%
PS
99
Principal Securities
Iowa
$275K +$82.3K +3,436 +43%
SWA
100
Stratos Wealth Advisors
Ohio
$272K -$24 -1 -0%

FLBL Hedge Fund Activity: Q2 2025 in Review

132 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Franklin Senior Loan ETF (FLBL) for Q2 2025, worth a combined $738M — up 5.8% from $698M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FLBL positions and 18 closed out — a net gain of 6 holders — while 43 added to existing stakes and 59 trimmed.

The largest buyer was New York Life Investment Management, opening a new position worth an estimated $62.5M. The largest seller was Ameriprise, cutting an estimated $16.3M.

  • 132 institutional investors held Franklin Senior Loan ETF (FLBL) as of Q2 2025, up from 127 in Q1 2025.
  • Funds reported $738M of Franklin Senior Loan ETF stock for Q2 2025, up 5.8% quarter-over-quarter.
  • 24 funds opened new Franklin Senior Loan ETF positions in Q2 2025 and 18 closed out, a net change of +6 holders.
  • The largest Franklin Senior Loan ETF buyer in Q2 2025 was New York Life Investment Management, an estimated $62.5M added.
  • The largest Franklin Senior Loan ETF seller in Q2 2025 was Ameriprise, an estimated $16.3M sold.

Based on aggregated 13F filings for Q2 2025.