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Franklin Dynamic Municipal Bond ETF

207 hedge funds and large institutions have $1.31B invested in Franklin Dynamic Municipal Bond ETF in 2026 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 127 increasing their positions, 28 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

354% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 28

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

42% more capital invested

Capital invested by funds: $923M → $1.31B (+$383M)

5% more funds holding

Funds holding: 197207 (+10)

1.51% less ownership

Funds ownership: 70.24%68.73% (-1.5%)

Holders
207
Holders Change
+10
Holders Change %
+5.08%
% of All Funds
2.55%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.09%
New
34
Increased
127
Reduced
28
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
101
Private Trust Company
Ohio
$1.08M +$524K +20,901 +93%
BFG
102
Beto Financial Group
Idaho
$1.06M +$1.07M +42,527 New
P
103
&Partners
Tennessee
$1.04M +$46.2K +1,842 +5%
CFB
104
Cullen/Frost Bankers
Texas
$1.03M +$216K +8,626 +26%
CPCP
105
Cedar Point Capital Partners
Iowa
$1.03M +$129K +5,128 +14%
WHC
106
Wulff, Hansen & Co
California
$1.02M
PJWM
107
Philip James Wealth Mangement
Georgia
$980K +$21.7K +867 +2%
CWM
108
Collaborative Wealth Management
Florida
$964K -$6.77K -270 -0.7%
HI
109
Harbour Investments
Wisconsin
$939K +$691K +27,578 +268%
DWM
110
Diversify Wealth Management
Utah
$928K +$932K +37,184 New
SFC
111
Summit Financial Consulting
Michigan
$927K +$124K +4,947 +15%
GSWM
112
Golden State Wealth Management
California
$895K +$8.37K +334 +0.9%
AIM
113
Advyzon Investment Management
Illinois
$875K +$885K +35,309 New
KIG
114
Kennedy Investment Group
New Jersey
$873K +$651K +25,971 +282%
IWC
115
Integrated Wealth Concepts
Massachusetts
$859K +$296K +11,804 +52%
CAM
116
Cresset Asset Management
Illinois
$855K +$864K +34,481 New
MAM
117
MMA Asset Management
Pennsylvania
$850K +$97K +3,868 +13%
PSCM
118
Per Stirling Capital Management
Texas
$850K +$6.27K +250 +0.7%
SWM
119
SHP Wealth Management
Massachusetts
$835K -$6.34K -253 -0.7%
EFS
120
Essex Financial Services
Connecticut
$801K +$72.4K +2,886 +10%
PWM
121
Peck Wealth Management
New York
$781K +$290K +11,550 +58%
SWM
122
Spire Wealth Management
Virginia
$779K +$42.5K +1,694 +6%
SMG
123
Smart Money Group
Texas
$771K +$58.2K +2,321 +8%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$762K -$231K -9,207 -23%
MPIA
125
Milestones Private Investment Advisors
New York
$740K +$3.46K +138 +0.5%