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Franklin Senior Loan ETF
FLBL

Overview Fund Activity

77 hedge funds and large institutions have $164M invested in Franklin Senior Loan ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 20 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+13
Holders Change %
+20.31%
% of All Funds
1.12%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
20
Increased
31
Reduced
20
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HFS
Hantz Financial Services
Michigan
+$13.9M
2
PCM
Pennsylvania Capital Management
Pennsylvania
+$6.01M
3
LPL Financial
LPL Financial
California
+$4.66M
4
PIWA
Prevail Innovative Wealth Advisors
Kansas
+$4.1M
5
PWM
Perigon Wealth Management
California
+$2.41M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$42.3M
2
TC
Trilogy Capital
California
-$17.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$700K
4
AWM
AE Wealth Management
Kansas
-$290K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$259K
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
1
Franklin Resources
California
$26.3M -$42.3M -1,725,649 -62%
HFS
2
Hantz Financial Services
Michigan
$24.8M +$13.9M +567,940 +128%
LPL Financial
3
LPL Financial
California
$15.3M +$4.66M +190,409 +44%
SL
4
Systelligence LLC
Minnesota
$14.1M +$89K +3,635 +0.6%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$8.82M -$259K -10,563 -3%
AA
6
Aire Advisors
California
$6.09M -$60.4K -2,464 -1%
PCM
7
Pennsylvania Capital Management
Pennsylvania
$6.01M +$6.01M +245,328 New
Osaic Holdings
8
Osaic Holdings
Arizona
$4.72M +$1.14M +46,715 +32%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$4.11M +$72.7K +2,969 +2%
PIWA
10
Prevail Innovative Wealth Advisors
Kansas
$4.1M +$4.1M +167,305 New
AssetMark Inc
11
AssetMark Inc
California
$3.6M +$2.12M +86,747 +144%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$3.28M +$834K +34,044 +34%
AFTS
13
American Financial & Tax Strategies
New York
$2.88M -$44.5K -1,816 -2%
OPAM
14
Ocean Park Asset Management
California
$2.5M – – –
PWM
15
Perigon Wealth Management
California
$2.41M +$2.41M +98,321 New
MML Investors Services
16
MML Investors Services
Massachusetts
$2.18M +$193K +7,896 +10%
CFGS
17
Concourse Financial Group Securities
Alabama
$1.94M -$104K -4,247 -5%
EH
18
Equitable Holdings
New York
$1.86M -$124K -5,063 -6%
SWM
19
Seed Wealth Management
Illinois
$1.84M -$235K -9,634 -11%
SWA
20
Sightline Wealth Advisors
Connecticut
$1.65M +$1.37M +55,800 +490%
Jane Street
21
Jane Street
New York
$1.58M +$1.13M +46,123 +250%
CA
22
CoreCap Advisors
Michigan
$1.55M +$477K +19,460 +44%
3AM
23
3EDGE Asset Management
Florida
$1.51M +$1.51M +61,656 New
Stifel Financial
24
Stifel Financial
Missouri
$1.41M +$598K +24,428 +73%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.38M +$17.7K +724 +1%
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