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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
TA
51
TrueWealth Advisors
Alabama
$397K +$78.4K +3,172 +25%
BFA
52
Bill Few Associates
Pennsylvania
$383K
EH
53
Equitable Holdings
New York
$375K
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$330K -$13.6K -552 -4%
CFB
55
Cullen/Frost Bankers
Texas
$325K +$321K +12,983 New
AAS
56
Avantax Advisory Services
Texas
$316K +$34K +1,378 +12%
Jones Financial Companies
57
Jones Financial Companies
Missouri
$279K +$216K +8,759 +368%
RA
58
RFG Advisory
Alabama
$253K -$22.1K -895 -8%
CAC
59
Certified Advisory Corp
Florida
$250K +$247K +10,000 New
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$250K +$212K +8,562 +593%
RJT
61
Raymond James Trust
Florida
$250K +$247K +9,981 New
SPC
62
Sigma Planning Corp
Michigan
$238K +$235K +9,502 New
Prudential Financial
63
Prudential Financial
New Jersey
$237K +$234K +9,468 New
MFG
64
Magnus Financial Group
New York
$233K +$5.04K +204 +2%
PA
65
PFG Advisors
Arizona
$227K +$225K +9,095 New
AWM
66
AE Wealth Management
Kansas
$223K +$221K +8,935 New
AWM
67
Aspire Wealth Management
Massachusetts
$180K
PTC
68
Private Trust Company
Ohio
$162K
GWM
69
Geneos Wealth Management
Colorado
$112K
IA
70
IFP Advisors
Florida
$102K -$6.62K -268 -6%
PA
71
Pineridge Advisors
Missouri
$101K -$27.2K -1,103 -21%
CAM
72
Creekmur Asset Management
Illinois
$54.4K
AIP
73
Ameritas Investment Partners
Nebraska
$52.3K +$6K +243 +13%
VF
74
VitalStone Financial
Texas
$37.5K
CPG
75
Cornerstone Planning Group
New Jersey
$30.1K +$99 +4 +0.3%