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Franklin Senior Loan ETF
FLBL

Overview Fund Activity

126 hedge funds and large institutions have $431M invested in Franklin Senior Loan ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 47 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+19
Holders Change %
+17.76%
% of All Funds
1.68%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
36
Increased
47
Reduced
33
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KMWM
Keudell/Morrison Wealth Management
Oregon
$20.4M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$17.8M
3
Ameriprise
Ameriprise
Minnesota
$22.5M
4
Calamos Advisors
Calamos Advisors
Illinois
$19.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$10.9M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11K
3
Jane Street
Jane Street
New York
$0
4
Deutsche Bank
Deutsche Bank
Germany
$0
5
CA
CoreCap Advisors
Michigan
$1.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
1
Hantz Financial Services
Michigan
$46.8M +$4.67M +192,425 +11%
LPL Financial
2
LPL Financial
California
$26.5M +$6.59M +271,766 +33%
Ameriprise
3
Ameriprise
Minnesota
$22.5M +$16.3M +671,597 +264%
Franklin Resources
4
Franklin Resources
California
$21.6M +$334K +13,765 +2%
KMWM
5
Keudell/Morrison Wealth Management
Oregon
$20.4M +$20.4M +839,508 New
Calamos Advisors
6
Calamos Advisors
Illinois
$19.4M +$14.3M +587,405 +275%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$17.8M +$17.8M +734,117 New
DC
8
Dorval Corp
Minnesota
$16.6M +$1.06M +43,653 +7%
WIM
9
WealthPlan Investment Management
Nebraska
$14M +$125K +5,133 +0.9%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$13.3M +$4.78M +196,897 +56%
PIWA
11
Prevail Innovative Wealth Advisors
Kansas
$12.7M +$2.87M +118,459 +29%
AssetMark Inc
12
AssetMark Inc
California
$12.1M +$1.27M +52,235 +12%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$10.9M +$9.55M +393,752 +710%
SL
14
Systelligence LLC
Minnesota
$10.7M -$594K -24,487 -5%
PWM
15
Prentice Wealth Management
New York
$8.55M +$8.55M +352,326 New
ETC
16
Exchange Traded Concepts
Oklahoma
$8.22M +$8.22M +338,880 New
Raymond James Financial
17
Raymond James Financial
Florida
$7.41M +$7.41M +305,182 New
SAS
18
Sage Advisory Services
Texas
$7.01M +$7.01M +289,042 New
AA
19
Aire Advisors
California
$6.27M +$585K +24,091 +10%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$6.21M +$4.87M +200,555 +361%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$5.94M -$246K -10,129 -4%
FIA
22
Foundations Investment Advisors
Arizona
$5.67M +$1.17M +48,282 +26%
PWM
23
Perigon Wealth Management
California
$5.64M -$1.5M -61,668 -21%
WP
24
WealthPLAN Partners
Nebraska
$5.49M -$371K -15,285 -6%
OPAM
25
Ocean Park Asset Management
California
$5.23M +$5.23M +215,400 New
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