FLBL icon

Franklin Senior Loan ETF
FLBL

Overview Fund Activity

31 hedge funds and large institutions have $249M invested in Franklin Senior Loan ETF in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+18
Holders Change %
+138.46%
% of All Funds
0.49%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
22
Increased
1
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MW
Marks Wealth
Maryland
+$26M
2
SL
Systelligence LLC
Minnesota
+$15.3M
3
D
Diversified
Delaware
+$10.6M
4
Osaic Holdings
Osaic Holdings
Arizona
+$10M
5
RWP
RWA Wealth Partners
Massachusetts
+$7.89M

Top Sellers

1
VFPW
Vantage Financial Partners (Wisconsin)
Wisconsin
-$2.6M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$2.35M
3
Franklin Resources
Franklin Resources
California
-$1.12M
4
Citadel Advisors
Citadel Advisors
Florida
-$447K
5
ES
ETF Store
Kansas
-$404K
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
1
Franklin Resources
California
$157M -$1.12M -45,470 -0.7%
MW
2
Marks Wealth
Maryland
$26M +$26M +1,054,877 New
SL
3
Systelligence LLC
Minnesota
$15.3M +$15.3M +621,724 New
D
4
Diversified
Delaware
$10.6M +$10.6M +428,384 New
Osaic Holdings
5
Osaic Holdings
Arizona
$10M +$10M +174,206 New
RWP
6
RWA Wealth Partners
Massachusetts
$7.89M +$7.89M +319,712 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$5.04M +$5.04M +204,189 New
AA
8
Aire Advisors
California
$4.97M +$4.97M +193,163 New
KCFA
9
Key Client Fiduciary Advisors
New Jersey
$2.55M -$213K -8,625 -8%
Jane Street
10
Jane Street
New York
$2.25M +$2.25M +91,340 New
KWA
11
KCS Wealth Advisory
California
$1.58M +$25.5K +1,033 +2%
LPL Financial
12
LPL Financial
California
$860K +$860K +34,870 New
SB
13
Strategic Blueprint
Georgia
$677K +$677K +27,417 New
IA
14
IFP Advisors
Florida
$555K +$555K +22,293 New
MOS
15
MGO One Seven
Ohio
$373K +$373K +15,124 New
JSL
16
JT Stratford LLC
Georgia
$347K +$347K +14,077 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$322K +$322K +13,053 New
Mariner
18
Mariner
Kansas
$311K – – –
AWM
19
AE Wealth Management
Kansas
$271K -$224K -9,063 -45%
Citadel Advisors
20
Citadel Advisors
Florida
$268K -$447K -18,103 -63%
Creative Planning
21
Creative Planning
Kansas
$251K +$251K +10,172 New
WMA
22
Wealth Management Associates
New Jersey
$233K -$35K -1,420 -13%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$209K – – –
PCM
24
Penserra Capital Management
California
$208K +$208K +8,470 New
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$204K +$204K +8,263 New
1
2