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Franklin Senior Loan ETF
FLBL

Overview Fund Activity

107 hedge funds and large institutions have $382M invested in Franklin Senior Loan ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+8
Holders Change %
+8.08%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
49
Reduced
28
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$76.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$22.6M
3
DC
Dorval Corp
Minnesota
$15.6M
4
WIM
WealthPlan Investment Management
Nebraska
$13.9M
5
HFS
Hantz Financial Services
Michigan
$42.2M

Top Sellers

1
LPL Financial
LPL Financial
California
$19.9M
2
PCM
Pennsylvania Capital Management
Pennsylvania
$722K
3
Franklin Resources
Franklin Resources
California
$21.3M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$1.35M
5
SIAS
Summit Investment Advisory Services
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$4.49K +$4.49K +185 New
BONH
102
Bank of New Hampshire
New Hampshire
$2.69K – – –
CA
103
Continuum Advisory
Idaho
$2.04K +$2.04K +84 New
GRP
104
Global Retirement Partners
California
$1.68K +$1.68K +69 New
US Bancorp
105
US Bancorp
Minnesota
$1.48K – – –
FGC
106
Financial Gravity Companies
Texas
$777 +$777 +32 New
CAS
107
Coppell Advisory Solutions
Texas
$412 +$412 +17 New
SIAS
108
Summit Investment Advisory Services
Minnesota
– -$3.23M -132,393 Closed
OPAM
109
Ocean Park Asset Management
California
– -$2.49M -101,900 Closed
HOWA
110
Heritage Oak Wealth Advisors
Florida
– -$2.05M -83,904 Closed
SOS
111
Silver Oak Securities
Tennessee
– -$1.11M -45,639 Closed
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
– -$756K -30,975 Closed
FFA
113
Florida Financial Advisors
Florida
– -$289K -11,836 Closed
IAS
114
Insigneo Advisory Services
Florida
– -$238K -9,897 Closed
AAS
115
Avantax Advisory Services
Texas
– -$225K -9,203 Closed
RIA
116
Regal Investment Advisors
Michigan
– -$217K -8,887 Closed
DWM
117
Drive Wealth Management
Utah
– -$206K -8,443 Closed
PTC
118
Private Trust Company
Ohio
– -$56.6K -2,317 Closed
PCM
119
Penserra Capital Management
California
– -$8K -326 Closed
IC
120
Innealta Capital
Texas
– -$1.39K -57 Closed
Fidelity Investments
121
Fidelity Investments
Massachusetts
– -$49 -2 Closed
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