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Franklin Senior Loan ETF
FLBL

Overview Fund Activity

64 hedge funds and large institutions have $178M invested in Franklin Senior Loan ETF in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 22 increasing their positions, 8 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+21
Holders Change %
+48.84%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
32
Increased
22
Reduced
8
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFS
Hantz Financial Services
Michigan
$10.8M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$9M
3
Franklin Resources
Franklin Resources
California
$68M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$2.43M

Top Sellers

1
Jane Street
Jane Street
New York
$448K
2
RWA
Redhawk Wealth Advisors
Minnesota
$0
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
GS
GTS Securities
New York
$0
5
OMC
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
1
Franklin Resources
California
$68M +$5.3M +218,022 +8%
TC
2
Trilogy Capital
California
$17.8M +$991K +40,793 +6%
SL
3
Systelligence LLC
Minnesota
$13.9M +$249K +10,261 +2%
HFS
4
Hantz Financial Services
Michigan
$10.8M +$10.8M +442,766 New
LPL Financial
5
LPL Financial
California
$10.5M +$2.03M +83,547 +24%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$9M +$7.51M +309,279 +505%
AA
7
Aire Advisors
California
$6.1M +$48.5K +1,997 +0.8%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$4M +$4M +164,704 New
Osaic Holdings
9
Osaic Holdings
Arizona
$3.54M +$2.16M +88,901 +156%
AFTS
10
American Financial & Tax Strategies
New York
$2.9M +$2.9M +119,433 New
OPAM
11
Ocean Park Asset Management
California
$2.48M – – –
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$2.43M +$2.18M +89,625 +874%
SWM
13
Seed Wealth Management
Illinois
$2.07M -$592K -24,395 -22%
CFGS
14
Concourse Financial Group Securities
Alabama
$2.02M +$86.5K +3,561 +4%
MML Investors Services
15
MML Investors Services
Massachusetts
$1.97M +$1.97M +81,138 New
EH
16
Equitable Holdings
New York
$1.97M +$156K +6,418 +9%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.9M +$737K +30,331 +64%
AssetMark Inc
18
AssetMark Inc
California
$1.47M +$1.47M +60,339 New
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.35M +$234K +9,646 +21%
KCFA
20
Key Client Fiduciary Advisors
New Jersey
$1.33M -$26.7K -1,100 -2%
CA
21
CoreCap Advisors
Michigan
$1.06M +$1.06M +43,769 New
Stifel Financial
22
Stifel Financial
Missouri
$809K -$192K -7,885 -19%
AWA
23
Acorn Wealth Advisors
Michigan
$661K +$130K +5,332 +24%
FIM
24
Freedom Investment Management
Connecticut
$620K +$620K +25,527 New
JSL
25
JT Stratford LLC
Georgia
$609K +$144K +5,918 +31%
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