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Franklin Dynamic Municipal Bond ETF

79 hedge funds and large institutions have $203M invested in Franklin Dynamic Municipal Bond ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 44 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

300% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 11

37% more capital invested

Capital invested by funds: $149M → $203M (+$54.8M)

16% more funds holding

Funds holding: 6879 (+11)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.65% less ownership

Funds ownership: 64.51%63.86% (-0.65%)

Holders
79
Holders Change
+11
Holders Change %
+16.18%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
44
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFP
26
Leeward Financial Partners
Washington
$1.52M +$41.7K +1,687 +3%
RWA
27
Redhawk Wealth Advisors
Minnesota
$1.51M +$30K +1,214 +2%
ODA
28
One Degree Advisors
California
$1.19M +$1.17M +47,420 New
BCI
29
Brinker Capital Investments
Pennsylvania
$1.18M +$8.97K +363 +0.8%
OPS
30
Orion Portfolio Solutions
Nebraska
$1.18M +$8.97K +363 +0.8%
FAIM
31
Financial Advocates Investment Management
Washington
$1.15M -$74.8K -3,027 -6%
RJA
32
Raymond James & Associates
Florida
$1.15M +$130K +5,248 +13%
LWMNY
33
Landmark Wealth Management (New York)
New York
$1.06M -$25.4K -1,028 -2%
WHC
34
Wulff, Hansen & Co
California
$1.03M
BC
35
Bowman & Company
Wisconsin
$1.01M
GI
36
GAMMA Investing
California
$1.01M +$302K +12,227 +44%
CPCP
37
Cedar Point Capital Partners
Iowa
$911K +$30.9K +1,251 +4%
KAS
38
Kestra Advisory Services
Texas
$835K +$191K +7,731 +30%
HI
39
Harbour Investments
Wisconsin
$832K +$111K +4,478 +16%
MPWT
40
MassMutual Private Wealth & Trust
Connecticut
$784K +$774K +31,347 New
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$784K +$294K +11,919 +61%
SWM
42
SFG Wealth Management
Maryland
$737K +$1.21K +49 +0.2%
SAM
43
Secure Asset Management
Michigan
$734K +$725K +29,366 New
CWM
44
Collaborative Wealth Management
Florida
$685K +$89.6K +3,627 +15%
EFS
45
Essex Financial Services
Connecticut
$631K +$28.6K +1,159 +5%
Stifel Financial
46
Stifel Financial
Missouri
$611K +$328K +13,281 +119%
Truist Financial
47
Truist Financial
North Carolina
$595K +$16.4K +663 +3%
VWA
48
Visionary Wealth Advisors
Illinois
$515K +$40.5K +1,638 +9%
GIA
49
Gladstone Institutional Advisory
Florida
$427K -$18.1K -734 -4%
AI
50
Atria Investments
North Carolina
$423K +$48.8K +1,974 +13%