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Franklin Senior Loan ETF
FLBL

13 hedge funds and large institutions have $172M invested in Franklin Senior Loan ETF in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

63% more funds holding

Funds holding: 8 → 13 (+5)

1% more capital invested

Capital invested by funds: $170M → $172M (+$2.14M)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

217.67% less ownership

Funds ownership: 295.84% → 78.18% (-218%)

Holders
13
Holders Change
+5
Holders Change %
+62.5%
% of All Funds
0.2%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
2
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$723K
2
WMA
Wealth Management Associates
New Jersey
+$271K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$211K
4
AWM
AE Wealth Management
Kansas
+$73K
5
UBS Group
UBS Group
Switzerland
+$5.64K

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$6.99M
2
KWA
KCS Wealth Advisory
California
-$95.3K
3
OWA
Octavia Wealth Advisors
Ohio
-$57.9K
4
Osaic Holdings
Osaic Holdings
Arizona
-$5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
1
Franklin Resources
California
$160M -$6.99M -279,957 -4%
KCFA
2
Key Client Fiduciary Advisors
New Jersey
$2.79M +$2.79M +111,851 New
VFPW
3
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.6M +$2.6M +103,964 New
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$2.35M – – –
KWA
5
KCS Wealth Advisory
California
$1.57M -$95.3K -3,815 -6%
Citadel Advisors
6
Citadel Advisors
Florida
$724K +$723K +28,964 New
AWM
7
AE Wealth Management
Kansas
$500K +$73K +2,923 +17%
ES
8
ETF Store
Kansas
$404K +$405K +16,221 New
Mariner
9
Mariner
Kansas
$315K – – –
OWA
10
Octavia Wealth Advisors
Ohio
$274K -$57.9K -2,320 -17%
WMA
11
Wealth Management Associates
New Jersey
$271K +$271K +10,846 New
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$211K +$211K +8,457 New
CFD
13
Creative Financial Designs
Indiana
$30K – – –
UBS Group
14
UBS Group
Switzerland
$7K +$5.64K +226 +579%
Osaic Holdings
15
Osaic Holdings
Arizona
– -$5K -200 Closed

FLBL Hedge Fund Activity: Q4 2021 in Review

13 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Franklin Senior Loan ETF (FLBL) for Q4 2021, worth a combined $172M — up 1.3% from $170M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FLBL positions and 1 closed out — a net gain of 5 holders — while 2 added to existing stakes and 3 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $723K. The largest seller was Franklin Resources, cutting an estimated $6.99M.

  • 13 institutional investors held Franklin Senior Loan ETF (FLBL) as of Q4 2021, up from 8 in Q3 2021.
  • Funds reported $172M of Franklin Senior Loan ETF stock for Q4 2021, up 1.3% quarter-over-quarter.
  • 6 funds opened new Franklin Senior Loan ETF positions in Q4 2021 and 1 closed out, a net change of +5 holders.
  • The largest Franklin Senior Loan ETF buyer in Q4 2021 was Citadel Advisors, an estimated $723K added.
  • The largest Franklin Senior Loan ETF seller in Q4 2021 was Franklin Resources, an estimated $6.99M sold.

Based on aggregated 13F filings for Q4 2021.