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Franklin Senior Loan ETF

131 hedge funds and large institutions have $636M invested in Franklin Senior Loan ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 55 increasing their positions, 47 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 47

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

1% more funds holding

Funds holding: 130131 (+1)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.08% less ownership

Funds ownership: 67.06%66.97% (-0.08%)

22% less capital invested

Capital invested by funds: $815M → $636M (-$179M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $312K

Holders
131
Holders Change
+1
Holders Change %
+0.77%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
55
Reduced
47
Closed
21
Calls
Puts
$312K
Net Calls
-$312K
Net Calls Change
-$312K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$119M -$99.7M -4,205,992 -45%
NYLIM
2
New York Life Investment Management
New York
$62.4M -$22.5M -947,346 -26%
HFS
3
Hantz Financial Services
Michigan
$57.1M +$1.65M +69,704 +3%
LPL Financial
4
LPL Financial
California
$32.3M -$1.65M -69,801 -5%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$28M -$34.4M -1,449,000 -55%
SWM
6
SHP Wealth Management
Massachusetts
$27.7M +$28.1M +1,183,326 New
Ameriprise
7
Ameriprise
Minnesota
$25.6M +$5.85M +246,557 +29%
PIWA
8
Prevail Innovative Wealth Advisors
Kansas
$16.9M -$374K -15,757 -2%
CFP
9
Curran Financial Partners
South Carolina
$15.4M +$2.98M +125,817 +24%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$14.3M -$4.27M -180,283 -23%
PWM
11
Prentice Wealth Management
New York
$13.6M +$1.43M +60,221 +12%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$12.3M +$3.2M +134,837 +35%
WIM
13
WealthPlan Investment Management
Nebraska
$11.2M -$6.49M -273,894 -37%
SAS
14
Sage Advisory Services
Texas
$9.12M -$22.9K -966 -0.2%
Raymond James Financial
15
Raymond James Financial
Florida
$8.89M -$3.23M -136,181 -26%
AssetMark Inc
16
AssetMark Inc
California
$8.54M +$2.05M +86,287 +31%
DC
17
Dorval Corp
Minnesota
$7.82M -$3.19M -134,396 -29%
Osaic Holdings
18
Osaic Holdings
Arizona
$7.72M -$6.45M -272,224 -45%
TRCT
19
Tower Research Capital (TRC)
New York
$7.69M +$7.66M +322,895 +6,143%
Jane Street
20
Jane Street
New York
$6.76M +$3.95M +166,661 +136%
IFA
21
Independence Financial Advisors
New Hampshire
$6.15M +$331K +13,951 +6%
AA
22
Aire Advisors
California
$6.08M -$41.7K -1,758 -0.7%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$5.99M -$9.52M -401,391 -61%
FTS
24
Fifth Third Securities
Ohio
$5.31M +$305K +12,855 +6%
Calamos Advisors
25
Calamos Advisors
Illinois
$5.14M -$2.74M -115,765 -35%