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Franklin Senior Loan ETF

132 hedge funds and large institutions have $738M invested in Franklin Senior Loan ETF in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 18

6% more capital invested

Capital invested by funds: $698M → $738M (+$40.7M)

4% more funds holding

Funds holding: 127132 (+5)

1.22% less ownership

Funds ownership: 69.18%67.95% (-1.2%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

27% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 59

Holders
132
Holders Change
+5
Holders Change %
+3.94%
% of All Funds
1.74%
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
43
Reduced
59
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$224M +$2.59K +108 +0%
NYLIM
2
New York Life Investment Management
New York
$63.3M +$62.5M +2,612,190 New
HFS
3
Hantz Financial Services
Michigan
$57.1M +$3.31M +138,159 +6%
KMWM
4
Keudell/Morrison Wealth Management
Oregon
$37.3M +$518K +21,653 +1%
LPL Financial
5
LPL Financial
California
$30.3M -$190K -7,915 -0.6%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$18.2M -$1.78M -74,337 -9%
WIM
7
WealthPlan Investment Management
Nebraska
$17.8M +$3.47M +144,939 +25%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$16.5M -$517K -21,591 -3%
PIWA
9
Prevail Innovative Wealth Advisors
Kansas
$16.2M +$858K +35,836 +6%
DC
10
Dorval Corp
Minnesota
$14.8M -$2.26M -94,235 -13%
Osaic Holdings
11
Osaic Holdings
Arizona
$13.6M +$3.95M +164,980 +41%
PWM
12
Prentice Wealth Management
New York
$12.9M -$5.71M -238,626 -31%
ACM
13
Ashford Capital Management
Delaware
$11.3M +$11.2M +467,284 New
Raymond James Financial
14
Raymond James Financial
Florida
$10.7M +$1.74M +72,575 +20%
SAS
15
Sage Advisory Services
Texas
$9M +$443K +18,506 +5%
CFP
16
Curran Financial Partners
South Carolina
$8.64M +$8.54M +356,750 New
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$8.51M -$2.3M -96,075 -21%
Ameriprise
18
Ameriprise
Minnesota
$8.46M -$16.3M -680,241 -66%
Calamos Advisors
19
Calamos Advisors
Illinois
$7.39M -$12.3M -515,265 -63%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$6.38M -$186K -7,778 -3%
AA
21
Aire Advisors
California
$6.28M -$56.3K -2,350 -0.9%
IFA
22
Independence Financial Advisors
New Hampshire
$5.64M +$167K +6,990 +3%
OPAM
23
Ocean Park Asset Management
California
$5.18M
FIA
24
Foundations Investment Advisors
Arizona
$5.1M -$705K -29,442 -12%
FTS
25
Fifth Third Securities
Ohio
$5.07M -$16.4K -685 -0.3%

FLBL Hedge Fund Activity: Q2 2025 in Review

132 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Franklin Senior Loan ETF (FLBL) for Q2 2025, worth a combined $738M — up 5.8% from $698M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FLBL positions and 18 closed out — a net gain of 6 holders — while 43 added to existing stakes and 59 trimmed.

The largest buyer was New York Life Investment Management, opening a new position worth an estimated $62.5M. The largest seller was Ameriprise, cutting an estimated $16.3M.

  • 132 institutional investors held Franklin Senior Loan ETF (FLBL) as of Q2 2025, up from 127 in Q1 2025.
  • Funds reported $738M of Franklin Senior Loan ETF stock for Q2 2025, up 5.8% quarter-over-quarter.
  • 24 funds opened new Franklin Senior Loan ETF positions in Q2 2025 and 18 closed out, a net change of +6 holders.
  • The largest Franklin Senior Loan ETF buyer in Q2 2025 was New York Life Investment Management, an estimated $62.5M added.
  • The largest Franklin Senior Loan ETF seller in Q2 2025 was Ameriprise, an estimated $16.3M sold.

Based on aggregated 13F filings for Q2 2025.