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Franklin Senior Loan ETF

130 hedge funds and large institutions have $738M invested in Franklin Senior Loan ETF in 2025 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 42 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less ownership

Funds ownership:

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

29% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 59

Holders
130
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$224M
NYLIM
2
New York Life Investment Management
New York
$63.3M
HFS
3
Hantz Financial Services
Michigan
$57.1M
KMWM
4
Keudell/Morrison Wealth Management
Oregon
$37.3M
LPL Financial
5
LPL Financial
California
$30.3M
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$18.2M
WIM
7
WealthPlan Investment Management
Nebraska
$17.8M
Bank of New York Mellon
8
Bank of New York Mellon
New York
$16.5M
PIWA
9
Prevail Innovative Wealth Advisors
Kansas
$16.2M
DC
10
Dorval Corp
Minnesota
$14.8M
Osaic Holdings
11
Osaic Holdings
Arizona
$13.6M
PWM
12
Prentice Wealth Management
New York
$12.9M
ACM
13
Ashford Capital Management
Delaware
$11.3M
Raymond James Financial
14
Raymond James Financial
Florida
$10.7M
SAS
15
Sage Advisory Services
Texas
$9M
CFP
16
Curran Financial Partners
South Carolina
$8.64M
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$8.51M
Ameriprise
18
Ameriprise
Minnesota
$8.46M
Calamos Advisors
19
Calamos Advisors
Illinois
$7.39M
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$6.38M
AA
21
Aire Advisors
California
$6.28M
IFA
22
Independence Financial Advisors
New Hampshire
$5.64M
OPAM
23
Ocean Park Asset Management
California
$5.18M
FIA
24
Foundations Investment Advisors
Arizona
$5.1M
FTS
25
Fifth Third Securities
Ohio
$5.07M