We are live on ! Find out more
FLMI icon

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
GIA
51
Gladstone Institutional Advisory
Florida
$1.05M +$512K +20,833 +94%
WHC
52
Wulff, Hansen & Co
California
$1.01M
LWMNY
53
Landmark Wealth Management (New York)
New York
$982K -$23.4K -953 -2%
Truist Financial
54
Truist Financial
North Carolina
$972K +$274K +11,179 +39%
MPWT
55
MassMutual Private Wealth & Trust
Connecticut
$972K +$29.9K +1,216 +3%
CPCP
56
Cedar Point Capital Partners
Iowa
$955K +$17K +693 +2%
Wells Fargo
57
Wells Fargo
California
$923K +$927K +37,759 New
Stifel Financial
58
Stifel Financial
Missouri
$912K +$296K +12,040 +48%
BCI
59
Brinker Capital Investments
Pennsylvania
$887K -$172K -6,997 -16%
OPS
60
Orion Portfolio Solutions
Nebraska
$887K -$172K -6,997 -16%
EH
61
Equitable Holdings
New York
$842K +$477K +19,427 +129%
GSWM
62
Golden State Wealth Management
California
$817K -$5.23K -213 -0.6%
IWC
63
Integrated Wealth Concepts
Massachusetts
$814K +$469K +19,089 +134%
CWM
64
Collaborative Wealth Management
Florida
$759K +$20.7K +843 +3%
EFS
65
Econ Financial Services
Pennsylvania
$725K -$49.2K -2,002 -6%
FTUS
66
Flow Traders U.S.
New York
$718K -$223K -9,096 -24%
EFG
67
Embree Financial Group
Illinois
$699K +$702K +28,596 New
HI
68
Harbour Investments
Wisconsin
$652K -$309K -12,566 -32%
SFC
69
Summit Financial Consulting
Michigan
$585K +$588K +23,933 New
EFS
70
Essex Financial Services
Connecticut
$578K -$56K -2,282 -9%
TA
71
TrueWealth Advisors
Alabama
$574K +$82.2K +3,347 +17%
VWA
72
Visionary Wealth Advisors
Illinois
$513K +$4.49K +183 +0.9%
IAIM
73
International Assets Investment Management
Florida
$490K +$142K +5,800 +41%
P
74
&Partners
Tennessee
$467K +$471K +19,164 New
IWA
75
Integrity Wealth Advisors
California
$465K +$12.2K +496 +3%