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Franklin Dynamic Municipal Bond ETF

68 hedge funds and large institutions have $149M invested in Franklin Dynamic Municipal Bond ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 41 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

356% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 9

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

10% more capital invested

Capital invested by funds: $135M → $149M (+$13.3M)

5% more funds holding

Funds holding: 6568 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.5% less ownership

Funds ownership: 69.01%64.51% (-4.5%)

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
0.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
41
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWMNY
26
Landmark Wealth Management (New York)
New York
$1.06M -$20.3K -835 -2%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$1.04M -$14.3K -589 -1%
WHC
28
Wulff, Hansen & Co
California
$1M
RJA
29
Raymond James & Associates
Florida
$994K +$85.6K +3,526 +9%
SPIA
30
Steward Partners Investment Advisory
New York
$989K +$55K +2,263 +6%
BC
31
Bowman & Company
Wisconsin
$984K
PAG
32
Private Advisor Group
New Jersey
$978K +$314K +12,916 +48%
CPCP
33
Cedar Point Capital Partners
Iowa
$858K -$57.8K -2,380 -6%
SWM
34
SFG Wealth Management
Maryland
$718K +$26.3K +1,083 +4%
HI
35
Harbour Investments
Wisconsin
$702K +$517K +21,304 +285%
GI
36
GAMMA Investing
California
$683K +$625K +25,718 +1,127%
KAS
37
Kestra Advisory Services
Texas
$626K +$117K +4,807 +23%
EFS
38
Essex Financial Services
Connecticut
$598K +$1.92K +79 +0.3%
CWM
39
Collaborative Wealth Management
Florida
$580K +$42.1K +1,734 +8%
Truist Financial
40
Truist Financial
North Carolina
$565K +$224K +9,236 +66%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$474K -$87.4K -3,598 -16%
IAA
42
Independent Advisor Alliance
North Carolina
$470K +$468K +19,269 New
VWA
43
Visionary Wealth Advisors
Illinois
$462K +$44.8K +1,845 +11%
GIA
44
Gladstone Institutional Advisory
Florida
$434K +$6.92K +285 +2%
BFA
45
Bill Few Associates
Pennsylvania
$373K
EH
46
Equitable Holdings
New York
$366K -$36.4K -1,500 -9%
AI
47
Atria Investments
North Carolina
$364K +$363K +14,937 New
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$335K +$57.5K +2,368 +21%
TA
49
TrueWealth Advisors
Alabama
$310K +$101K +4,143 +48%
AAS
50
Avantax Advisory Services
Texas
$275K +$753 +31 +0.3%