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Franklin Senior Loan ETF

130 hedge funds and large institutions have $815M invested in Franklin Senior Loan ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 73 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 29

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

10% more capital invested

Capital invested by funds: $738M → $815M (+$76.6M)

0.9% less ownership

Funds ownership: 67.95%67.06% (-0.9%)

2% less funds holding

Funds holding: 132130 (-2)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
130
Holders Change
-2
Holders Change %
-1.52%
% of All Funds
1.71%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
18
Increased
73
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$746K +$26.7K +1,106 +4%
AI
77
Atria Investments
North Carolina
$687K +$27.9K +1,153 +4%
SEI Investments
78
SEI Investments
Pennsylvania
$647K +$135K +5,582 +26%
WW
79
Waterfront Wealth
Kansas
$559K +$50K +2,068 +10%
IA
80
IFP Advisors
Florida
$534K -$206K -8,513 -28%
HOWA
81
Heritage Oak Wealth Advisors
Florida
$524K -$102K -4,210 -16%
WIA
82
World Investment Advisors
California
$520K +$23.6K +975 +5%
IF
83
Intrua Financial
Texas
$492K -$95.6K -3,955 -16%
Envestnet Portfolio Solutions
84
Envestnet Portfolio Solutions
Illinois
$488K -$13.3K -551 -3%
PS
85
Principal Securities
Iowa
$429K +$157K +6,511 +57%
SWA
86
Sightline Wealth Advisors
Connecticut
$407K -$129K -5,351 -24%
WSFS
87
Wilmington Savings Fund Society
Delaware
$373K -$160K -6,612 -30%
CAMG
88
CWA Asset Management Group
Florida
$343K +$5.85K +242 +2%
AWM
89
Adams Wealth Management
Utah
$319K -$81.6K -3,377 -20%
CI
90
CacheTech Inc
Utah
$319K -$81.6K -3,377 -20%
WAP
91
Wealthcare Advisory Partners
Pennsylvania
$318K +$320K +13,247 New
RIA
92
Regal Investment Advisors
Michigan
$311K +$22K +912 +8%
FA
93
Fermata Advisors
California
$309K -$6.33K -262 -2%
Zurich Cantonal Bank
94
Zurich Cantonal Bank
Switzerland
$303K +$1.33K +55 +0.4%
AAS
95
Ameritas Advisory Services
Nebraska
$301K +$160K +6,600 +111%
TA
96
Tactive Advisors
Florida
$288K +$290K +11,978 New
SWA
97
Stratos Wealth Advisors
Ohio
$287K +$17.5K +724 +6%
KW
98
KWB Wealth
California
$270K +$270K +11,159 New
FFO
99
Fortitude Family Office
Arizona
$263K +$265K +10,962 New
OWM
100
OneAscent Wealth Management
Alabama
$240K -$34K -1,405 -12%

FLBL Hedge Fund Activity: Q3 2025 in Review

130 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Franklin Senior Loan ETF (FLBL) for Q3 2025, worth a combined $815M — up 10% from $738M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FLBL positions and 13 closed out — a net gain of 5 holders — while 73 added to existing stakes and 29 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $63.9M. The largest seller was Signal Advisors Wealth, exiting entirely with an estimated $3.67M sold.

  • 130 institutional investors held Franklin Senior Loan ETF (FLBL) as of Q3 2025, down from 132 in Q2 2025.
  • Funds reported $815M of Franklin Senior Loan ETF stock for Q3 2025, up 10% quarter-over-quarter.
  • 18 funds opened new Franklin Senior Loan ETF positions in Q3 2025 and 13 closed out, a net change of +5 holders.
  • The largest Franklin Senior Loan ETF buyer in Q3 2025 was Bank of Montreal, an estimated $63.9M added.
  • The largest Franklin Senior Loan ETF seller in Q3 2025 was Signal Advisors Wealth, an estimated $3.67M sold.

Based on aggregated 13F filings for Q3 2025.