Franklin Senior Loan ETF
FLBL
8 hedge funds and large institutions have $195M invested in Franklin Senior Loan ETF in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
261% more capital invested
Capital invested by funds: $54M → $195M (+$141M)
246.76% more ownership
Funds ownership: 94.68% → 341.44% (+247%)
100% more funds holding
Funds holding: 4 → 8 (+4)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$137M |
| 2 |
Jane Street
New York
|
+$9.66M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$481K |
| 4 |
Mariner
Overland Park,
Kansas
|
+$315K |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$312K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$6.12M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$12.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Franklin Resources
San Mateo,
California
| $183M | +$137M | +5,480,702 | +293% |
|
|
2
Jane Street
New York
| $9.6M | +$9.66M | +386,587 | New |
|
|
KWA
3
KCS Wealth Advisory
Los Angeles,
California
| $1.69M | +$268K | +10,715 | +19% |
|
|
AWM
4
AE Wealth Management
Topeka,
Kansas
| $477K | +$481K | +19,221 | New |
|
|
5
Mariner
Overland Park,
Kansas
| $313K | +$315K | +12,592 | New |
|
|
KWM
6
Kingsview Wealth Management
Grants Pass,
Oregon
| $309K | +$312K | +12,461 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $18K | -$12.1K | -482 | -40% |
|
8
Osaic Holdings
Scottsdale,
Arizona
| $5K | +$5K | +200 | New |
|
|
9
CIBC World Market
Toronto,
Ontario, Canada
| – | -$6.12M | -246,452 | Closed |
|
FLBL Hedge Fund Activity: Q1 2021 in Review
8 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Franklin Senior Loan ETF (FLBL) for Q1 2021, worth a combined $195M — up 261% from $54M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FLBL positions and 1 closed out — a net gain of 4 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Franklin Resources, adding an estimated $137M. The largest seller was CIBC World Market, exiting entirely with an estimated $6.12M sold.
- 8 institutional investors held Franklin Senior Loan ETF (FLBL) as of Q1 2021, up from 4 in Q4 2020.
- Funds reported $195M of Franklin Senior Loan ETF stock for Q1 2021, up 261% quarter-over-quarter.
- 5 funds opened new Franklin Senior Loan ETF positions in Q1 2021 and 1 closed out, a net change of +4 holders.
- The largest Franklin Senior Loan ETF buyer in Q1 2021 was Franklin Resources, an estimated $137M added.
- The largest Franklin Senior Loan ETF seller in Q1 2021 was CIBC World Market, an estimated $6.12M sold.
Based on aggregated 13F filings for Q1 2021.