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Franklin Senior Loan ETF
FLBL

Overview Fund Activity

126 hedge funds and large institutions have $697M invested in Franklin Senior Loan ETF in 2025 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
–
Holders Change %
0%
% of All Funds
1.71%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
18
Increased
68
Reduced
31
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$201M
2
KMWM
Keudell/Morrison Wealth Management
Oregon
+$16.3M
3
PWM
Prentice Wealth Management
New York
+$10.1M
4
HFS
Hantz Financial Services
Michigan
+$6.93M
5
Osaic Holdings
Osaic Holdings
Arizona
+$6.8M

Top Sellers

1
SL
Systelligence LLC
Minnesota
-$10.7M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$4.87M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.28M
4
OMC
Old Mission Capital
Illinois
-$2.65M
5
ETC
Exchange Traded Concepts
Oklahoma
-$2.44M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
1
Franklin Resources
California
$222M +$201M +8,337,362 +937%
HFS
2
Hantz Financial Services
Michigan
$53.4M +$6.93M +287,938 +15%
KMWM
3
Keudell/Morrison Wealth Management
Oregon
$36.5M +$16.3M +678,531 +81%
LPL Financial
4
LPL Financial
California
$30.3M +$4.07M +169,134 +16%
Ameriprise
5
Ameriprise
Minnesota
$24.8M +$2.49M +103,468 +11%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$19.9M +$6.63M +275,257 +50%
Calamos Advisors
7
Calamos Advisors
Illinois
$19.7M +$453K +18,812 +2%
PWM
8
Prentice Wealth Management
New York
$18.6M +$10.1M +418,352 +119%
DC
9
Dorval Corp
Minnesota
$17.1M +$497K +20,436 +3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$16.9M -$787K -32,697 -4%
PIWA
11
Prevail Innovative Wealth Advisors
Kansas
$15.2M +$2.67M +110,883 +21%
WIM
12
WealthPlan Investment Management
Nebraska
$14.2M +$317K +13,176 +2%
AssetMark Inc
13
AssetMark Inc
California
$12.7M +$664K +27,579 +6%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$10.8M +$4.87M +202,525 +83%
Osaic Holdings
15
Osaic Holdings
Arizona
$9.57M +$6.8M +282,587 +245%
Raymond James Financial
16
Raymond James Financial
Florida
$8.91M +$1.56M +64,801 +21%
SAS
17
Sage Advisory Services
Texas
$8.49M +$1.54M +63,850 +22%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$6.53M -$4.28M -177,846 -40%
AA
19
Aire Advisors
California
$6.29M +$74.8K +3,107 +1%
FIA
20
Foundations Investment Advisors
Arizona
$5.77M +$146K +6,053 +3%
ETC
21
Exchange Traded Concepts
Oklahoma
$5.72M -$2.44M -101,350 -30%
WP
22
WealthPLAN Partners
Nebraska
$5.54M +$93.1K +3,867 +2%
PWM
23
Perigon Wealth Management
California
$5.54M -$32.1K -1,335 -0.6%
IFA
24
Independence Financial Advisors
New Hampshire
$5.43M +$5.43M +225,706 New
PAG
25
Private Advisory Group
Washington
$5.24M +$5.24M +217,547 New
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