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Franklin Dynamic Municipal Bond ETF
FLMI

29 hedge funds and large institutions have $77.3M invested in Franklin Dynamic Municipal Bond ETF in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 3 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 3

9% more capital invested

Capital invested by funds: $70.6M → $77.3M (+$6.69M)

2.4% more ownership

Funds ownership: 70.3% → 72.7% (+2.4%)

6% less funds holding

Funds holding: 31 → 29 (-2)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
16
Reduced
3
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$2.61M
2
BCI
Brinker Capital Investments
Pennsylvania
+$2.06M
3
OPS
Orion Portfolio Solutions
Nebraska
+$2.06M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.38M
5
LFP
Leeward Financial Partners
Washington
+$829K

Top Sellers

1
Jane Street
Jane Street
New York
-$2.32M
2
LSA
Lion Street Advisors
Texas
-$219K
3
PAG
Private Advisor Group
New Jersey
-$213K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$68.2K
5
AAS
Ameritas Advisory Services
Nebraska
-$22K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
26
Ameritas Investment Partners
Nebraska
$34.5K +$2.55K +107 +8%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$27K -$68.2K -2,858 -71%
GWM
28
Geneos Wealth Management
Colorado
$23.9K – – –
UBS Group
29
UBS Group
Switzerland
$1.77K +$1.77K +74 New
Jane Street
30
Jane Street
New York
– -$2.32M -96,987 Closed
LSA
31
Lion Street Advisors
Texas
– -$219K -9,143 Closed
PAG
32
Private Advisor Group
New Jersey
– -$213K -8,899 Closed
AAS
33
Ameritas Advisory Services
Nebraska
– -$22K -921 Closed
FHA
34
First Horizon Advisors
Tennessee
– -$9.97K -417 Closed
BAM
35
Belpointe Asset Management
Nevada
– -$4.07K -170 Closed
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