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Franklin Dynamic Municipal Bond ETF
FLMI

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: 68 → 79 (+11)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (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
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$30.5M
2
Ameriprise
Ameriprise
Minnesota
+$8.65M
3
KPWS
Kestra Private Wealth Services
Texas
+$6.28M
4
CBT
Central Bank & Trust
Kentucky
+$4.99M
5
SA
Sanctuary Advisors
Indiana
+$4.24M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$25.3M
2
Osaic Holdings
Osaic Holdings
Arizona
-$875K
3
IAA
Independent Advisor Alliance
North Carolina
-$470K
4
IAIM
International Assets Investment Management
Florida
-$204K
5
FAIM
Financial Advocates Investment Management
Washington
-$74.8K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
76
Capital Analysts LLC
Pennsylvania
$13K – – –
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$8.06K +$7.95K +322 New
Morgan Stanley
78
Morgan Stanley
New York
$27 -$25 -1 -50%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$25 +$25 +1 New
IAA
80
Independent Advisor Alliance
North Carolina
– -$470K -19,269 Closed
IAIM
81
International Assets Investment Management
Florida
– -$204K -8,350 Closed
1 2 3
4