Franklin Senior Loan ETF
FLBL
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.
450% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 4
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
138% more funds holding
Funds holding: 13 → 31 (+18)
44% more capital invested
Capital invested by funds: $172M → $249M (+$76.3M)
32.75% more ownership
Funds ownership: 73.53% → 106.29% (+33%)
80% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MW
Marks Wealth
Annapolis,
Maryland
|
+$26.1M |
| 2 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$15.4M |
| 3 |
D
Diversified
Wilmington,
Delaware
|
+$10.6M |
| 4 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$7.93M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFPW
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
|
-$2.6M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$1.13M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$449K |
| 4 |
ES
ETF Store
Overland Park,
Kansas
|
-$404K |
| 5 |
OWA
Octavia Wealth Advisors
Cincinnati,
Ohio
|
-$274K |
FLBL Hedge Fund Activity: Q1 2022 in Review
31 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Franklin Senior Loan ETF (FLBL) for Q1 2022, worth a combined $249M — up 44% from $172M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new FLBL positions and 4 closed out — a net gain of 18 holders — while 1 added to existing stakes and 5 trimmed.
The largest buyer was Marks Wealth, opening a new position worth an estimated $26.1M. The largest seller was Vantage Financial Partners (Wisconsin), exiting entirely with an estimated $2.6M sold.
- 31 institutional investors held Franklin Senior Loan ETF (FLBL) as of Q1 2022, up from 13 in Q4 2021.
- Funds reported $249M of Franklin Senior Loan ETF stock for Q1 2022, up 44% quarter-over-quarter.
- 22 funds opened new Franklin Senior Loan ETF positions in Q1 2022 and 4 closed out, a net change of +18 holders.
- The largest Franklin Senior Loan ETF buyer in Q1 2022 was Marks Wealth, an estimated $26.1M added.
- The largest Franklin Senior Loan ETF seller in Q1 2022 was Vantage Financial Partners (Wisconsin), an estimated $2.6M sold.
Based on aggregated 13F filings for Q1 2022.