Franklin Senior Loan ETF
FLBL
30 hedge funds and large institutions have $146M invested in Franklin Senior Loan ETF in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 13 closing their positions.
175% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 4
8% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 13
3% less funds holding
Funds holding: 31 → 30 (-1)
14.67% less ownership
Funds ownership: 82.97% → 68.3% (-15%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
41% less capital invested
Capital invested by funds: $249M → $146M (-$102M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$7.76M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.15M |
| 3 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$2.97M |
| 4 |
LPL Financial
San Diego,
California
|
+$1.76M |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$1.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$71.2M |
| 2 |
MW
Marks Wealth
Annapolis,
Maryland
|
-$26M |
| 3 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$7.89M |
| 4 |
D
Diversified
Wilmington,
Delaware
|
-$1.63M |
| 5 |
KWA
KCS Wealth Advisory
Los Angeles,
California
|
-$1.58M |
FLBL Hedge Fund Activity: Q2 2022 in Review
30 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Franklin Senior Loan ETF (FLBL) for Q2 2022, worth a combined $146M — down 41% from $249M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of FLBL and 12 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 11 added.
The largest buyer was Osaic Holdings, adding an estimated $7.76M. The largest seller was Franklin Resources, cutting an estimated $71.2M.
- 30 institutional investors held Franklin Senior Loan ETF (FLBL) as of Q2 2022, down from 31 in Q1 2022.
- Funds reported $146M of Franklin Senior Loan ETF stock for Q2 2022, down 41% quarter-over-quarter.
- 12 funds opened new Franklin Senior Loan ETF positions in Q2 2022 and 13 closed out, a net change of -1 holder.
- The largest Franklin Senior Loan ETF buyer in Q2 2022 was Osaic Holdings, an estimated $7.76M added.
- The largest Franklin Senior Loan ETF seller in Q2 2022 was Franklin Resources, an estimated $71.2M sold.
Based on aggregated 13F filings for Q2 2022.