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Franklin Dynamic Municipal Bond ETF

125 hedge funds and large institutions have $403M invested in Franklin Dynamic Municipal Bond ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 58 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

725% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 4

142% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 24

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

55% more capital invested

Capital invested by funds: $259M → $403M (+$143M)

30% more funds holding

Funds holding: 96125 (+29)

3.71% more ownership

Funds ownership: 62.62%66.33% (+3.7%)

Holders
125
Holders Change
+29
Holders Change %
+30.21%
% of All Funds
1.68%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
33
Increased
58
Reduced
24
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
26
Prentice Wealth Management
New York
$3.14M +$1.43M +58,283 +83%
SWP
27
ShoreHaven Wealth Partners
New Jersey
$3.1M -$630K -25,655 -17%
AF
28
Abound Financial
California
$2.75M -$121K -4,926 -4%
GT
29
Glenview Trust
Kentucky
$2.61M
SPIA
30
Steward Partners Investment Advisory
New York
$2.28M +$262K +10,664 +13%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$2.21M +$443K +18,035 +25%
PAG
32
Private Advisor Group
New Jersey
$2.02M +$115K +4,698 +6%
PFGIA
33
Patriot Financial Group Insurance Agency
Massachusetts
$2M -$1.22M -49,505 -38%
FAIM
34
Financial Advocates Investment Management
Washington
$1.98M +$872K +35,534 +78%
RWA
35
Redhawk Wealth Advisors
Minnesota
$1.97M +$395K +16,078 +25%
SWA
36
Stratos Wealth Advisors
Ohio
$1.94M +$273K +11,138 +16%
MML Investors Services
37
MML Investors Services
Massachusetts
$1.9M +$1.91M +77,822 New
ODA
38
One Degree Advisors
California
$1.88M +$65.6K +2,670 +4%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$1.74M +$7.73K +315 +0.4%
C
40
Croban
Ohio
$1.66M +$174K +7,071 +12%
LFP
41
Leeward Financial Partners
Washington
$1.62M +$42.7K +1,739 +3%
GI
42
GAMMA Investing
California
$1.43M -$116K -4,705 -7%
KAS
43
Kestra Advisory Services
Texas
$1.39M +$466K +18,969 +50%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$1.33M +$869K +35,392 +184%
BC
45
Bowman & Company
Wisconsin
$1.3M +$320K +13,031 +32%
SWM
46
SFG Wealth Management
Maryland
$1.18M +$464K +18,886 +64%
Jones Financial Companies
47
Jones Financial Companies
Missouri
$1.16M +$471K +19,176 +68%
WF
48
Wayfinding Financial
Washington
$1.14M +$1.15M +46,785 New
Jane Street
49
Jane Street
New York
$1.11M +$302K +12,284 +37%
ST
50
Sabal Trust
Florida
$1.09M +$1.09M +44,410 New