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Franklin Dynamic Municipal Bond ETF
FLMI

96 hedge funds and large institutions have $259M invested in Franklin Dynamic Municipal Bond ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

733% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 3

220% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 15

28% more capital invested

Capital invested by funds: $203M → $259M (+$56M)

22% more funds holding

Funds holding: 79 → 96 (+17)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.24% less ownership

Funds ownership: 63.86% → 62.62% (-1.2%)

Holders
96
Holders Change
+17
Holders Change %
+21.52%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
25
Increased
48
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$37.8M
2
Ameriprise
Ameriprise
Minnesota
+$4.44M
3
IAA
Independent Advisor Alliance
North Carolina
+$3.67M
4
OPAM
Ocean Park Asset Management
California
+$2.93M
5
GT
Glenview Trust
Kentucky
+$2.65M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$9.9M
2
Osaic Holdings
Osaic Holdings
Arizona
-$4.1M
3
Jane Street
Jane Street
New York
-$3.03M
4
CBT
Central Bank & Trust
Kentucky
-$2.91M
5
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
-$783K
Name Holding Trade Value Shares
Change 		Change in
Stake
PSCM
76
Per Stirling Capital Management
Texas
$243K +$246K +9,945 New
SPC
77
Sigma Planning Corp
Michigan
$241K +$9.18K +371 +4%
AWA
78
Acorn Wealth Advisors
Michigan
$240K +$243K +9,833 New
MFG
79
Magnus Financial Group
New York
$236K +$8.21K +332 +4%
PA
80
PFG Advisors
Arizona
$224K +$2.03K +82 +0.9%
AWM
81
AE Wealth Management
Kansas
$218K -$346 -14 -0.2%
LA
82
Latitude Advisors
Florida
$210K +$213K +8,597 New
DADC
83
D.A. Davidson & Co
Montana
$207K +$210K +8,479 New
EWA
84
EverSource Wealth Advisors
Alabama
$192K +$194K +7,857 New
GWM
85
Geneos Wealth Management
Colorado
$110K – – –
IA
86
IFP Advisors
Florida
$101K +$890 +36 +0.9%
PA
87
Pineridge Advisors
Missouri
$95.8K -$2.82K -114 -3%
Comerica Bank
88
Comerica Bank
Texas
$76.2K +$77.2K +3,120 New
AIP
89
Ameritas Investment Partners
Nebraska
$57.8K +$6.8K +275 +13%
CAM
90
Creekmur Asset Management
Illinois
$53.2K – – –
CPG
91
Cornerstone Planning Group
New Jersey
$30.3K +$322 +13 +1%
National Bank of Canada
92
National Bank of Canada
Quebec, Canada
$24.4K +$24.7K +1,000 New
CAL
93
Capital Analysts LLC
Pennsylvania
$12K – – –
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$9.82K +$1.98K +80 +25%
PS
95
Principal Securities
Iowa
$8.55K +$8.66K +350 New
GWSG
96
GPS Wealth Strategies Group
Colorado
$2.45K +$2.47K +100 New
Wells Fargo
97
Wells Fargo
California
$4 – – –
Prudential Financial
98
Prudential Financial
New Jersey
– -$237K -9,468 Closed
Fidelity Investments
99
Fidelity Investments
Massachusetts
– -$25 -1 Closed
Morgan Stanley
100
Morgan Stanley
New York
– -$27 -1 Closed
1 2 3
4

FLMI Hedge Fund Activity: Q4 2024 in Review

96 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Franklin Dynamic Municipal Bond ETF (FLMI) for Q4 2024, worth a combined $259M — up 28% from $203M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FLMI positions and 3 closed out — a net gain of 22 holders — while 48 added to existing stakes and 15 trimmed.

The largest buyer was LPL Financial, adding an estimated $37.8M. The largest seller was Franklin Resources, cutting an estimated $9.9M.

  • 96 institutional investors held Franklin Dynamic Municipal Bond ETF (FLMI) as of Q4 2024, up from 79 in Q3 2024.
  • Funds reported $259M of Franklin Dynamic Municipal Bond ETF stock for Q4 2024, up 28% quarter-over-quarter.
  • 25 funds opened new Franklin Dynamic Municipal Bond ETF positions in Q4 2024 and 3 closed out, a net change of +22 holders.
  • The largest Franklin Dynamic Municipal Bond ETF buyer in Q4 2024 was LPL Financial, an estimated $37.8M added.
  • The largest Franklin Dynamic Municipal Bond ETF seller in Q4 2024 was Franklin Resources, an estimated $9.9M sold.

Based on aggregated 13F filings for Q4 2024.