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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
RPGK
76
Retirement Planning Group (Kansas)
Kansas
$464K +$466K +18,984 New
Franklin Resources
77
Franklin Resources
California
$455K +$982 +40 +0.2%
PTC
78
Private Trust Company
Ohio
$447K +$117K +4,780 +35%
Creative Planning
79
Creative Planning
Kansas
$443K +$445K +18,118 New
SAM
80
Secure Asset Management
Michigan
$393K -$406K -16,517 -51%
BFA
81
Bill Few Associates
Pennsylvania
$374K
MCFP
82
Mallini Complete Financial Planning
Florida
$362K +$3.19K +130 +0.9%
DADC
83
D.A. Davidson & Co
Montana
$351K +$144K +5,875 +69%
CWA
84
Crux Wealth Advisors
California
$340K +$342K +13,923 New
GVAG
85
Great Valley Advisor Group
Delaware
$340K +$341K +13,892 New
CFB
86
Cullen/Frost Bankers
Texas
$323K +$2.82K +115 +0.9%
AI
87
Atria Investments
North Carolina
$312K -$89K -3,625 -22%
NC
88
NewSquare Capital
Pennsylvania
$306K +$307K +12,521 New
PFS
89
Prospera Financial Services
Texas
$304K +$305K +12,434 New
EWS
90
Evergreen Wealth Solutions
Pennsylvania
$297K +$298K +12,150 New
AWS
91
Atria Wealth Solutions
New York
$288K +$44.2K +1,801 +18%
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$287K -$14K -570 -5%
HIM
93
Hanlon Investment Management
New Jersey
$273K +$274K +11,170 New
LA
94
Latitude Advisors
Florida
$261K +$51K +2,076 +24%
GS
95
GWN Securities
Florida
$261K +$262K +10,673 New
AWA
96
Acorn Wealth Advisors
Michigan
$258K +$17.9K +730 +7%
CAC
97
Certified Advisory Corp
Florida
$244K
PSCM
98
Per Stirling Capital Management
Texas
$243K
SPC
99
Sigma Planning Corp
Michigan
$232K -$8.89K -362 -4%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$225K +$217K +8,823 +2,195%