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Franklin Senior Loan ETF

130 hedge funds and large institutions have $815M invested in Franklin Senior Loan ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 73 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 29

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

10% more capital invested

Capital invested by funds: $738M → $815M (+$76.6M)

0.9% less ownership

Funds ownership: 67.95%67.06% (-0.9%)

2% less funds holding

Funds holding: 132130 (-2)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
130
Holders Change
-2
Holders Change %
-1.52%
% of All Funds
1.71%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
18
Increased
73
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$223M +$1.51M +62,368 +0.7%
NYLIM
2
New York Life Investment Management
New York
$86.8M +$24.2M +999,969 +38%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$63.5M +$63.9M +2,642,983 +15,546,959%
HFS
4
Hantz Financial Services
Michigan
$56.9M +$321K +13,289 +0.6%
LPL Financial
5
LPL Financial
California
$34.8M +$4.82M +199,329 +16%
Ameriprise
6
Ameriprise
Minnesota
$20.3M +$12M +496,769 +142%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$19M +$951K +39,351 +5%
WIM
8
WealthPlan Investment Management
Nebraska
$18M +$353K +14,625 +2%
PIWA
9
Prevail Innovative Wealth Advisors
Kansas
$17.7M +$1.65M +68,129 +10%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$15.8M -$546K -22,577 -3%
Osaic Holdings
11
Osaic Holdings
Arizona
$14.5M +$943K +39,001 +7%
CFP
12
Curran Financial Partners
South Carolina
$12.8M +$4.26M +176,118 +49%
PWM
13
Prentice Wealth Management
New York
$12.6M -$231K -9,557 -2%
Raymond James Financial
14
Raymond James Financial
Florida
$12.4M +$1.77M +73,281 +17%
DC
15
Dorval Corp
Minnesota
$11.3M -$3.43M -141,966 -23%
OPAM
16
Ocean Park Asset Management
California
$9.81M +$4.66M +193,000 +90%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$9.38M +$954K +39,473 +11%
SAS
18
Sage Advisory Services
Texas
$9.38M +$463K +19,155 +5%
ACM
19
Ashford Capital Management
Delaware
$8.76M -$2.48M -102,786 -22%
Calamos Advisors
20
Calamos Advisors
Illinois
$8.06M +$738K +30,524 +10%
AssetMark Inc
21
AssetMark Inc
California
$6.69M +$2.78M +114,929 +70%
AA
22
Aire Advisors
California
$6.28M +$60.8K +2,516 +1%
IFA
23
Independence Financial Advisors
New Hampshire
$5.97M +$383K +15,855 +7%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$5.41M -$929K -38,418 -15%
FIA
25
Foundations Investment Advisors
Arizona
$5.35M +$302K +12,501 +6%

FLBL Hedge Fund Activity: Q3 2025 in Review

130 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Franklin Senior Loan ETF (FLBL) for Q3 2025, worth a combined $815M — up 10% from $738M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FLBL positions and 13 closed out — a net gain of 5 holders — while 73 added to existing stakes and 29 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $63.9M. The largest seller was Signal Advisors Wealth, exiting entirely with an estimated $3.67M sold.

  • 130 institutional investors held Franklin Senior Loan ETF (FLBL) as of Q3 2025, down from 132 in Q2 2025.
  • Funds reported $815M of Franklin Senior Loan ETF stock for Q3 2025, up 10% quarter-over-quarter.
  • 18 funds opened new Franklin Senior Loan ETF positions in Q3 2025 and 13 closed out, a net change of +5 holders.
  • The largest Franklin Senior Loan ETF buyer in Q3 2025 was Bank of Montreal, an estimated $63.9M added.
  • The largest Franklin Senior Loan ETF seller in Q3 2025 was Signal Advisors Wealth, an estimated $3.67M sold.

Based on aggregated 13F filings for Q3 2025.