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Franklin Senior Loan ETF
FLBL

Overview Fund Activity

129 hedge funds and large institutions have $729M invested in Franklin Senior Loan ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
1.73%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
24
Increased
41
Reduced
58
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NYLIM
New York Life Investment Management
New York
+$63.3M
2
ACM
Ashford Capital Management
Delaware
+$11.3M
3
CFP
Curran Financial Partners
South Carolina
+$8.64M
4
Morgan Stanley
Morgan Stanley
New York
+$4.4M
5
Bank of America
Bank of America
North Carolina
+$4.38M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$16.5M
2
Calamos Advisors
Calamos Advisors
Illinois
-$12.5M
3
AssetMark Inc
AssetMark Inc
California
-$8.84M
4
Osaic Holdings
Osaic Holdings
Arizona
-$7.53M
5
PWM
Prentice Wealth Management
New York
-$5.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
1
Franklin Resources
California
$224M +$2.62K +108 +0%
NYLIM
2
New York Life Investment Management
New York
$63.3M +$63.3M +2,612,190 New
HFS
3
Hantz Financial Services
Michigan
$57.1M +$3.35M +138,159 +6%
KMWM
4
Keudell/Morrison Wealth Management
Oregon
$37.3M +$525K +21,653 +1%
LPL Financial
5
LPL Financial
California
$30.3M -$192K -7,915 -0.6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$18.2M -$1.8M -74,337 -9%
WIM
7
WealthPlan Investment Management
Nebraska
$17.8M +$3.51M +144,939 +25%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$16.5M -$523K -21,591 -3%
PIWA
9
Prevail Innovative Wealth Advisors
Kansas
$16.2M +$868K +35,836 +6%
DC
10
Dorval Corp
Minnesota
$14.8M -$2.28M -94,235 -13%
PWM
11
Prentice Wealth Management
New York
$12.9M -$5.78M -238,626 -31%
ACM
12
Ashford Capital Management
Delaware
$11.3M +$11.3M +467,284 New
Raymond James Financial
13
Raymond James Financial
Florida
$10.7M +$1.76M +72,575 +20%
SAS
14
Sage Advisory Services
Texas
$9M +$448K +18,506 +5%
CFP
15
Curran Financial Partners
South Carolina
$8.64M +$8.64M +356,750 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$8.51M -$2.33M -96,075 -21%
Ameriprise
17
Ameriprise
Minnesota
$8.46M -$16.5M -680,241 -66%
Calamos Advisors
18
Calamos Advisors
Illinois
$7.39M -$12.5M -515,265 -63%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$6.39M -$188K -7,778 -3%
AA
20
Aire Advisors
California
$6.28M -$56.9K -2,350 -0.9%
IFA
21
Independence Financial Advisors
New Hampshire
$5.64M +$169K +6,990 +3%
OPAM
22
Ocean Park Asset Management
California
$5.18M – – –
FIA
23
Foundations Investment Advisors
Arizona
$5.1M -$713K -29,442 -12%
FTS
24
Fifth Third Securities
Ohio
$5.07M -$16.6K -685 -0.3%
SPIA
25
Steward Partners Investment Advisory
New York
$4.88M -$70.3K -2,902 -1%
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