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Franklin Municipal Green Bond ETF

17 hedge funds and large institutions have $88.3M invested in Franklin Municipal Green Bond ETF in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

0.98% less ownership

Funds ownership: 86.2%85.22% (-0.98%)

5% less capital invested

Capital invested by funds: $92.9M → $88.3M (-$4.68M)

11% less funds holding

Funds holding: 1917 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
17
Holders Change
-2
Holders Change %
-10.53%
% of All Funds
0.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$70.8M -$604K -25,024 -0.8%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$4M +$396K +16,426 +11%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$3.93M +$270K +11,214 +7%
WAAG
4
Wealth Alliance Advisory Group
Kansas
$3.45M
SI
5
Seeds Investor
New York
$1.19M +$1.2M +49,864 New
PAG
6
Private Advisor Group
New Jersey
$1.01M -$230K -9,532 -18%
OIA
7
OneDigital Investment Advisors
Kansas
$817K -$15.1K -626 -2%
CFS
8
Commonwealth Financial Services
West Virginia
$744K +$10.9K +451 +1%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$721K +$16.8K +697 +2%
LPL Financial
10
LPL Financial
California
$441K +$39.7K +1,647 +10%
FGA
11
Fortis Group Advisors
New Jersey
$406K -$9.19K -381 -2%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$290K
WWM
13
Western Wealth Management
Colorado
$249K -$40.2K -1,668 -14%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$219K +$222K +9,186 New
PS
15
Principal Securities
Iowa
$9.71K
WP
16
WealthShield Partners
North Carolina
$4.3K
Morgan Stanley
17
Morgan Stanley
New York
$29 +$24 +1 New
JP Morgan Chase
18
JP Morgan Chase
New York
-$3.12M -127,652 Closed
Jane Street
19
Jane Street
New York
-$609K -24,912 Closed
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
-$408K -16,666 Closed
HGERS
21
Householder Group Estate & Retirement Specialist
Arizona
-$258K -10,580 Closed
Osaic Holdings
22
Osaic Holdings
Arizona
-$25.9K -1,057 Closed

FLMB Hedge Fund Activity: Q4 2024 in Review

17 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Franklin Municipal Green Bond ETF (FLMB) for Q4 2024, worth a combined $88.3M — down 5% from $92.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of FLMB and 3 opened new positions — a net loss of 2 holders — while 5 trimmed existing stakes and 5 added.

The largest buyer was Seeds Investor, opening a new position worth an estimated $1.2M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $3.12M sold.

  • 17 institutional investors held Franklin Municipal Green Bond ETF (FLMB) as of Q4 2024, down from 19 in Q3 2024.
  • Funds reported $88.3M of Franklin Municipal Green Bond ETF stock for Q4 2024, down 5% quarter-over-quarter.
  • 3 funds opened new Franklin Municipal Green Bond ETF positions in Q4 2024 and 5 closed out, a net change of -2 holders.
  • The largest Franklin Municipal Green Bond ETF buyer in Q4 2024 was Seeds Investor, an estimated $1.2M added.
  • The largest Franklin Municipal Green Bond ETF seller in Q4 2024 was JP Morgan Chase, an estimated $3.12M sold.

Based on aggregated 13F filings for Q4 2024.