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Franklin Dynamic Municipal Bond ETF
FLMI

Overview Fund Activity

138 hedge funds and large institutions have $494M invested in Franklin Dynamic Municipal Bond ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 67 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+14
Holders Change %
+11.29%
% of All Funds
1.85%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
29
Increased
67
Reduced
34
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAS
Meeder Advisory Services
Ohio
+$38.7M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$11.5M
3
Wells Fargo
Wells Fargo
California
+$9.27M
4
BCI
Brinker Capital Investments
Pennsylvania
+$9.15M
5
Ameriprise
Ameriprise
Minnesota
+$7.5M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$4.93M
2
LPL Financial
LPL Financial
California
-$4.55M
3
GT
Glenview Trust
Kentucky
-$2.61M
4
BWP
BlueStem Wealth Partners
Minnesota
-$2.48M
5
RWA
Redhawk Wealth Advisors
Minnesota
-$1.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$355K +$131K +5,412 +59%
CWA
102
Crux Wealth Advisors
California
$341K +$3.71K +153 +1%
CWM
103
Congress Wealth Management
Massachusetts
$338K +$338K +13,943 New
AWM
104
AE Wealth Management
Kansas
$316K +$101K +4,172 +47%
NC
105
NewSquare Capital
Pennsylvania
$312K +$8.47K +349 +3%
AI
106
Atria Investments
North Carolina
$305K -$4.61K -190 -1%
PWM
107
Perigon Wealth Management
California
$303K +$303K +12,500 New
IA
108
IFP Advisors
Florida
$296K +$151K +6,230 +104%
PWA
109
Phoenix Wealth Advisors
North Carolina
$291K +$291K +12,000 New
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$291K +$6.29K +259 +2%
ASN
111
Advisory Services Network
Georgia
$288K +$288K +11,996 New
MAG
112
Members Advisory Group
New York
$275K +$68.3K +2,814 +33%
LA
113
Latitude Advisors
Florida
$261K +$2.31K +95 +0.9%
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$256K +$256K +10,571 New
OC
115
Oppenheimer & Co
New York
$244K +$244K +10,075 New
CA
116
Continuum Advisory
Idaho
$226K +$226K +9,300 New
HighTower Advisors
117
HighTower Advisors
Illinois
$222K -$4.93M -203,340 -96%
AWA
118
Acorn Wealth Advisors
Michigan
$221K -$34.8K -1,434 -14%
NFP
119
Narus Financial Partners
Utah
$219K +$219K +9,034 New
IA
120
Inspire Advisors
Idaho
$215K – – –
GI
121
GAMMA Investing
California
$213K -$1.21M -49,910 -85%
CGH
122
Crossmark Global Holdings
Texas
$213K -$1.38K -57 -0.6%
PA
123
PFG Advisors
Arizona
$210K +$2.09K +86 +1%
HI
124
Harbour Investments
Wisconsin
$201K -$447K -18,405 -69%
DC
125
Davenport & Co
Virginia
$200K +$200K +8,253 New
3 4
5
6 7