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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
Stifel Financial
51
Stifel Financial
Missouri
$272K +$1.65K +68 +0.6%
RA
52
RFG Advisory
Alabama
$269K +$9.84K +405 +4%
MFG
53
Magnus Financial Group
New York
$223K +$461 +19 +0.2%
IAIM
54
International Assets Investment Management
Florida
$204K +$203K +8,350 New
AWM
55
Aspire Wealth Management
Massachusetts
$176K
PTC
56
Private Trust Company
Ohio
$158K
BFEC
57
Benjamin F. Edwards & Company
Missouri
$137K -$34.3K -1,414 -20%
PA
58
Pineridge Advisors
Missouri
$125K -$8.82K -363 -7%
GWM
59
Geneos Wealth Management
Colorado
$109K +$74.6K +3,071 +217%
IA
60
IFP Advisors
Florida
$106K +$57.4K +2,362 +118%
Jones Financial Companies
61
Jones Financial Companies
Missouri
$58K +$57.7K +2,377 New
CAM
62
Creekmur Asset Management
Illinois
$53.1K
AIP
63
Ameritas Investment Partners
Nebraska
$45.1K +$1.31K +54 +3%
VF
64
VitalStone Financial
Texas
$36.6K
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$35K
CPG
66
Cornerstone Planning Group
New Jersey
$30.1K +$29.5K +1,215 New
CAL
67
Capital Analysts LLC
Pennsylvania
$12K
Morgan Stanley
68
Morgan Stanley
New York
$52 +$24 +1 +100%
Citadel Advisors
69
Citadel Advisors
Florida
-$358K -14,598 Closed
AWM
70
AE Wealth Management
Kansas
-$216K -8,821 Closed
T
71
Tidemark
California
-$13.1K -534 Closed