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Franklin Senior Loan ETF
FLBL

Overview Fund Activity

107 hedge funds and large institutions have $382M invested in Franklin Senior Loan ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 28 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+8
Holders Change %
+8.08%
% of All Funds
1.55%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
49
Reduced
28
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$76.5M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$22.6M
3
DC
Dorval Corp
Minnesota
$15.6M
4
WIM
WealthPlan Investment Management
Nebraska
$13.9M
5
HFS
Hantz Financial Services
Michigan
$42.2M

Top Sellers

1
LPL Financial
LPL Financial
California
$19.9M
2
PCM
Pennsylvania Capital Management
Pennsylvania
$722K
3
Franklin Resources
Franklin Resources
California
$21.3M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$1.35M
5
SIAS
Summit Investment Advisory Services
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Focus Partners Wealth
1
Focus Partners Wealth
Massachusetts
$76.5M +$76.5M +362,927 New
HFS
2
Hantz Financial Services
Michigan
$42.2M +$7.01M +288,657 +20%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$22.6M +$21.2M +871,596 +1,507%
Franklin Resources
4
Franklin Resources
California
$21.3M -$9.23M -379,897 -30%
LPL Financial
5
LPL Financial
California
$19.9M -$15.8M -652,450 -44%
DC
6
Dorval Corp
Minnesota
$15.6M +$15.6M +640,527 New
WIM
7
WealthPlan Investment Management
Nebraska
$13.9M +$11.5M +474,221 +483%
SL
8
Systelligence LLC
Minnesota
$11.3M -$2.75M -113,400 -20%
AssetMark Inc
9
AssetMark Inc
California
$10.9M +$1.69M +69,820 +18%
PIWA
10
Prevail Innovative Wealth Advisors
Kansas
$9.81M +$3.97M +163,440 +68%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$8.57M +$872K +35,938 +11%
PWM
12
Perigon Wealth Management
California
$7.11M +$872K +35,925 +14%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$6.18M +$340K +14,012 +6%
Ameriprise
14
Ameriprise
Minnesota
$6.18M +$5.94M +244,787 +2,543%
WP
15
WealthPLAN Partners
Nebraska
$5.86M +$5.34M +220,191 +1,033%
AA
16
Aire Advisors
California
$5.68M -$402K -16,548 -7%
Calamos Advisors
17
Calamos Advisors
Illinois
$5.19M +$4.94M +203,422 +1,929%
ACM
18
Andina Capital Management
Utah
$4.53M +$1.35M +55,627 +42%
FIA
19
Foundations Investment Advisors
Arizona
$4.5M +$568K +23,415 +14%
FTS
20
Fifth Third Securities
Ohio
$4.49M +$14.1K +583 +0.3%
Osaic Holdings
21
Osaic Holdings
Arizona
$4.24M +$1.75M +72,225 +71%
OMC
22
Old Mission Capital
Illinois
$3.6M +$3.6M +148,295 New
Jane Street
23
Jane Street
New York
$3.56M +$2.02M +83,252 +131%
CA
24
CoreCap Advisors
Michigan
$3.49M -$151K -6,233 -4%
CFGS
25
Concourse Financial Group Securities
Alabama
$3.26M +$1.26M +52,058 +63%
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