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Franklin Senior Loan ETF

127 hedge funds and large institutions have $698M invested in Franklin Senior Loan ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 68 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

119% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 31

62% more capital invested

Capital invested by funds: $431M → $698M (+$267M)

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10.12% more ownership

Funds ownership: 59.06%69.18% (+10%)

1% more funds holding

Funds holding: 126127 (+1)

Holders
127
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
1.7%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
19
Increased
68
Reduced
31
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$222M +$202M +8,337,362 +937%
HFS
2
Hantz Financial Services
Michigan
$53.4M +$6.98M +287,938 +15%
KMWM
3
Keudell/Morrison Wealth Management
Oregon
$36.5M +$16.4M +678,531 +81%
LPL Financial
4
LPL Financial
California
$30.3M +$4.1M +169,134 +16%
Ameriprise
5
Ameriprise
Minnesota
$24.8M +$2.51M +103,468 +11%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$19.9M +$6.67M +275,257 +50%
Calamos Advisors
7
Calamos Advisors
Illinois
$19.7M +$456K +18,812 +2%
PWM
8
Prentice Wealth Management
New York
$18.6M +$10.1M +418,352 +119%
DC
9
Dorval Corp
Minnesota
$17.1M +$495K +20,436 +3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$16.9M -$792K -32,697 -4%
PIWA
11
Prevail Innovative Wealth Advisors
Kansas
$15.2M +$2.69M +110,883 +21%
WIM
12
WealthPlan Investment Management
Nebraska
$14.2M +$319K +13,176 +2%
AssetMark Inc
13
AssetMark Inc
California
$12.7M +$668K +27,579 +6%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$10.8M +$4.91M +202,525 +83%
Osaic Holdings
15
Osaic Holdings
Arizona
$9.57M +$6.85M +282,587 +245%
Raymond James Financial
16
Raymond James Financial
Florida
$8.91M +$1.57M +64,801 +21%
SAS
17
Sage Advisory Services
Texas
$8.49M +$1.55M +63,850 +22%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$6.53M -$4.31M -177,846 -40%
AA
19
Aire Advisors
California
$6.29M +$75.3K +3,107 +1%
FIA
20
Foundations Investment Advisors
Arizona
$5.77M +$147K +6,053 +3%
ETC
21
Exchange Traded Concepts
Oklahoma
$5.72M -$2.46M -101,350 -30%
WP
22
WealthPLAN Partners
Nebraska
$5.54M +$93.7K +3,867 +2%
PWM
23
Perigon Wealth Management
California
$5.54M -$32.3K -1,335 -0.6%
IFA
24
Independence Financial Advisors
New Hampshire
$5.43M +$5.47M +225,706 New
PAG
25
Private Advisory Group
Washington
$5.24M +$5.27M +217,547 New

FLBL Hedge Fund Activity: Q1 2025 in Review

127 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Franklin Senior Loan ETF (FLBL) for Q1 2025, worth a combined $698M — up 62% from $431M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FLBL positions and 15 closed out — a net gain of 4 holders — while 68 added to existing stakes and 31 trimmed.

The largest buyer was Franklin Resources, adding an estimated $202M. The largest seller was Systelligence LLC, exiting entirely with an estimated $10.7M sold.

  • 127 institutional investors held Franklin Senior Loan ETF (FLBL) as of Q1 2025, up from 126 in Q4 2024.
  • Funds reported $698M of Franklin Senior Loan ETF stock for Q1 2025, up 62% quarter-over-quarter.
  • 19 funds opened new Franklin Senior Loan ETF positions in Q1 2025 and 15 closed out, a net change of +4 holders.
  • The largest Franklin Senior Loan ETF buyer in Q1 2025 was Franklin Resources, an estimated $202M added.
  • The largest Franklin Senior Loan ETF seller in Q1 2025 was Systelligence LLC, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2025.