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Franklin Dynamic Municipal Bond ETF

54 hedge funds and large institutions have $112M invested in Franklin Dynamic Municipal Bond ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 4

50% more funds holding

Funds holding: 3654 (+18)

27% more capital invested

Capital invested by funds: $88.5M → $112M (+$23.8M)

1.03% less ownership

Funds ownership: 70.08%69.05% (-1%)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

Holders
54
Holders Change
+18
Holders Change %
+50%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
12
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$459K +$441K +18,924 New
VWA
27
Visionary Wealth Advisors
Illinois
$453K -$6.24K -268 -1%
CAN
28
Cetera Advisor Networks
California
$444K -$29.3K -1,257 -6%
GIA
29
Gladstone Institutional Advisory
Florida
$409K -$20.3K -873 -5%
AWM
30
AE Wealth Management
Kansas
$400K +$386K +16,596 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$392K +$39.6K +1,701 +12%
BFA
32
Bill Few Associates
Pennsylvania
$371K
RWA
33
Redhawk Wealth Advisors
Minnesota
$353K +$339K +14,561 New
SPIA
34
Steward Partners Investment Advisory
New York
$339K +$45.7K +1,963 +16%
KAS
35
Kestra Advisory Services
Texas
$337K +$323K +13,885 New
Truist Financial
36
Truist Financial
North Carolina
$335K +$321K +13,792 New
EFS
37
Essex Financial Services
Connecticut
$313K +$301K +12,920 New
CWM
38
Collaborative Wealth Management
Florida
$313K +$56.7K +2,434 +23%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$271K +$260K +11,158 New
MFG
40
Magnus Financial Group
New York
$208K -$612K -26,264 -75%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$201K -$44.4K -1,908 -19%
AWM
42
Aspire Wealth Management
Massachusetts
$175K +$168K +7,215 New
BFEC
43
Benjamin F. Edwards & Company
Missouri
$170K -$90.2K -3,874 -36%
PTC
44
Private Trust Company
Ohio
$157K
PA
45
Pineridge Advisors
Missouri
$135K +$130K +5,576 New
HI
46
Harbour Investments
Wisconsin
$78.7K +$75.5K +3,242 New
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$57K +$54.3K +2,331 New
CAM
48
Creekmur Asset Management
Illinois
$52.8K +$50.7K +2,177 New
AIP
49
Ameritas Investment Partners
Nebraska
$36.6K +$1.3K +56 +4%
VF
50
VitalStone Financial
Texas
$32K