We are live on ! Find out more
FLMB icon

Franklin Municipal Green Bond ETF

20 hedge funds and large institutions have $93.3M invested in Franklin Municipal Green Bond ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

18% more funds holding

Funds holding: 1720 (+3)

1.03% less ownership

Funds ownership: 90.85%89.81% (-1%)

9% less capital invested

Capital invested by funds: $102M → $93.3M (-$8.81M)

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

Holders
20
Holders Change
+3
Holders Change %
+17.65%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
3
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$78.8M -$10.7M -449,942 -12%
WAAG
2
Wealth Alliance Advisory Group
Kansas
$3.46M
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$2.74M +$2.73M +114,750 New
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.28M +$600K +25,225 +36%
PAG
5
Private Advisor Group
New Jersey
$1.09M +$60.9K +2,562 +6%
OIA
6
OneDigital Investment Advisors
Kansas
$830K +$826K +34,742 New
CFS
7
Commonwealth Financial Services
West Virginia
$639K -$184K -7,727 -22%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$539K -$301K -12,675 -36%
LPL Financial
9
LPL Financial
California
$533K -$35.6K -1,497 -6%
FTUS
10
Flow Traders U.S.
New York
$525K +$523K +21,995 New
FGA
11
Fortis Group Advisors
New Jersey
$429K -$20.9K -879 -5%
Jane Street
12
Jane Street
New York
$349K -$715K -30,069 -67%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$304K -$76.9K -3,235 -20%
WWM
14
Western Wealth Management
Colorado
$289K -$159K -6,665 -36%
HGERS
15
Householder Group Estate & Retirement Specialist
Arizona
$253K +$67.1K +2,821 +36%
OMC
16
Old Mission Capital
Illinois
$205K +$204K +8,592 New
Osaic Holdings
17
Osaic Holdings
Arizona
$25.3K +$25.1K +1,057 New
UBS Group
18
UBS Group
Switzerland
$13.2K +$13.2K +554 New
PS
19
Principal Securities
Iowa
$9.75K +$9.7K +408 New
WP
20
WealthShield Partners
North Carolina
$4.3K
JP Morgan Chase
21
JP Morgan Chase
New York
-$631K -26,380 Closed
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
-$231K -9,639 Closed
Morgan Stanley
23
Morgan Stanley
New York
-$36 -1 Closed

FLMB Hedge Fund Activity: Q2 2024 in Review

20 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Franklin Municipal Green Bond ETF (FLMB) for Q2 2024, worth a combined $93.3M — down 8.6% from $102M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new FLMB positions and 3 closed out — a net gain of 4 holders — while 3 added to existing stakes and 8 trimmed.

The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $2.73M. The largest seller was Franklin Resources, cutting an estimated $10.7M.

  • 20 institutional investors held Franklin Municipal Green Bond ETF (FLMB) as of Q2 2024, up from 17 in Q1 2024.
  • Funds reported $93.3M of Franklin Municipal Green Bond ETF stock for Q2 2024, down 8.6% quarter-over-quarter.
  • 7 funds opened new Franklin Municipal Green Bond ETF positions in Q2 2024 and 3 closed out, a net change of +4 holders.
  • The largest Franklin Municipal Green Bond ETF buyer in Q2 2024 was Thrivent Financial for Lutherans, an estimated $2.73M added.
  • The largest Franklin Municipal Green Bond ETF seller in Q2 2024 was Franklin Resources, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2024.