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Franklin Dynamic Municipal Bond ETF

140 hedge funds and large institutions have $508M invested in Franklin Dynamic Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 68 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
101
Avantax Advisory Services
Texas
$362K
PS
102
Principal Securities
Iowa
$361K
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$355K
CWA
104
Crux Wealth Advisors
California
$341K
CWM
105
Congress Wealth Management
Massachusetts
$338K
AWM
106
AE Wealth Management
Kansas
$316K
NC
107
NewSquare Capital
Pennsylvania
$312K
AI
108
Atria Investments
North Carolina
$305K
PWM
109
Perigon Wealth Management
California
$303K
IA
110
IFP Advisors
Florida
$296K
PWA
111
Phoenix Wealth Advisors
North Carolina
$291K
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$291K
ASN
113
Advisory Services Network
Georgia
$288K
MAG
114
Members Advisory Group
New York
$275K
LA
115
Latitude Advisors
Florida
$261K
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$256K
OC
117
Oppenheimer & Co
New York
$244K
CA
118
Continuum Advisory
Idaho
$226K
HighTower Advisors
119
HighTower Advisors
Illinois
$222K
AWA
120
Acorn Wealth Advisors
Michigan
$221K
NFP
121
Narus Financial Partners
Utah
$219K
IA
122
Inspire Advisors
Idaho
$215K
GI
123
GAMMA Investing
California
$213K
CGH
124
Crossmark Global Holdings
Texas
$213K
PA
125
PFG Advisors
Arizona
$210K