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Franklin Senior Loan ETF

119 hedge funds and large institutions have $568M invested in Franklin Senior Loan ETF in 2026 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 47 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 47

3.58% more ownership

Funds ownership: 66.97%70.55% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less funds holding

Funds holding: 131119 (-12)

11% less capital invested

Capital invested by funds: $636M → $568M (-$68M)

36% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 22

Holders
119
Holders Change
-12
Holders Change %
-9.16%
% of All Funds
1.47%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
54
Reduced
47
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
1
Hantz Financial Services
Michigan
$88M +$32.1M +1,385,884 +57%
NYLIM
2
New York Life Investment Management
New York
$62M +$745K +32,203 +1%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$44.5M +$38.8M +1,677,153 +655%
LPL Financial
4
LPL Financial
California
$29.4M -$2.39M -103,103 -7%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$26.3M +$12.4M +534,337 +88%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$23.9M -$3.56M -153,750 -13%
SWM
7
SHP Wealth Management
Massachusetts
$23.8M -$3.4M -147,080 -12%
Franklin Resources
8
Franklin Resources
California
$20.6M -$97M -4,188,653 -82%
Raymond James Financial
9
Raymond James Financial
Florida
$19.7M +$11.1M +478,783 +126%
CFP
10
Curran Financial Partners
South Carolina
$16.9M +$1.73M +74,864 +11%
SAS
11
Sage Advisory Services
Texas
$16.5M +$7.56M +326,623 +84%
Ameriprise
12
Ameriprise
Minnesota
$16.3M -$8.89M -383,845 -35%
PWM
13
Prentice Wealth Management
New York
$13.4M +$29.4K +1,269 +0.2%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$11.1M -$944K -40,777 -8%
AssetMark Inc
15
AssetMark Inc
California
$10M +$1.64M +70,667 +19%
DC
16
Dorval Corp
Minnesota
$7.78M +$97.4K +4,209 +1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$7.7M +$5.38M +232,329 +227%
IFA
18
Independence Financial Advisors
New Hampshire
$6.32M +$282K +12,165 +5%
AA
19
Aire Advisors
California
$6.12M +$142K +6,141 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$5.46M -$2.13M -92,075 -28%
FTS
21
Fifth Third Securities
Ohio
$5.28M +$65.9K +2,848 +1%
Morgan Stanley
22
Morgan Stanley
New York
$5.15M +$430K +18,571 +9%
Bank of America
23
Bank of America
North Carolina
$5.08M +$430K +18,586 +9%
SPIA
24
Steward Partners Investment Advisory
New York
$4.97M +$40.1K +1,733 +0.8%
MHFA
25
Mission Hills Financial Advisory
California
$4.67M +$178K +7,673 +4%