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Franklin Dynamic Municipal Bond ETF

207 hedge funds and large institutions have $1.31B invested in Franklin Dynamic Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 127 increasing their positions, 28 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

354% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 28

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

42% more capital invested

Capital invested by funds: $923M → $1.31B (+$383M)

5% more funds holding

Funds holding: 197207 (+10)

1.51% less ownership

Funds ownership: 70.24%68.73% (-1.5%)

Holders
207
Holders Change
+10
Holders Change %
+5.08%
% of All Funds
2.55%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
34
Increased
127
Reduced
28
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
51
Retirement Planning Group (Kansas)
Kansas
$4.37M +$1.08M +42,916 +32%
CIA
52
Concurrent Investment Advisors
Florida
$4.18M +$3.26M +130,097 +338%
SF
53
Summit Financial
New Jersey
$4.03M +$428K +17,087 +12%
Franklin Resources
54
Franklin Resources
California
$3.98M +$1.21M +48,146 +43%
HighTower Advisors
55
HighTower Advisors
Illinois
$3.91M +$1.4M +55,655 +54%
AWM
56
AE Wealth Management
Kansas
$3.88M +$3.53M +140,859 +908%
RSWA
57
Robinson Smith Wealth Advisors
Maine
$3.86M +$365K +14,559 +10%
CAC
58
Certified Advisory Corp
Florida
$3.78M +$1.1M +43,721 +40%
SPIA
59
Steward Partners Investment Advisory
New York
$3.72M -$288K -11,475 -7%
MWA
60
MFA Wealth Advisors
Pennsylvania
$3.51M +$3.55M +141,553 New
SAM
61
Smartleaf Asset Management
Massachusetts
$3.34M +$125K +4,981 +4%
C
62
Croban
Ohio
$3.08M +$505K +20,146 +19%
AIA
63
AssuredPartners Investment Advisors
Florida
$3.06M +$179K +7,144 +6%
AFTS
64
American Financial & Tax Strategies
New York
$2.96M -$31.4K -1,251 -1%
SP
65
Sequent Planning
Nebraska
$2.92M +$907K +36,174 +44%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$2.9M +$1.16M +46,262 +65%
MWM
67
Madrid Wealth Management
New Mexico
$2.6M +$315K +12,552 +14%
ODA
68
One Degree Advisors
California
$2.56M -$438K -17,481 -14%
KAS
69
Kestra Advisory Services
Texas
$2.51M +$163K +6,520 +7%
TCWM
70
Total Clarity Wealth Management
Illinois
$2.48M +$421K +16,798 +20%
LFP
71
Leeward Financial Partners
Washington
$2.3M +$23K +918 +1%
SWA
72
Stratos Wealth Advisors
Ohio
$2.28M +$216K +8,615 +10%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$2.26M +$1.22M +48,604 +114%
EFG
74
Embree Financial Group
Illinois
$2.25M +$976K +38,934 +75%
BEI
75
Benjamin Edwards Inc
Missouri
$2.23M +$1.65M +65,615 +271%