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Franklin Dynamic Municipal Bond ETF

24 hedge funds and large institutions have $73.8M invested in Franklin Dynamic Municipal Bond ETF in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

23% more capital invested

Capital invested by funds: $60.2M → $73.8M (+$13.6M)

20% more funds holding

Funds holding: 2024 (+4)

0.77% more ownership

Funds ownership: 80.16%80.93% (+0.77%)

Holders
24
Holders Change
+4
Holders Change %
+20%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$38.9M -$4.78M -199,983 -11%
MFG
2
Magnus Financial Group
New York
$10.8M +$10.9M +457,602 New
LPL Financial
3
LPL Financial
California
$5.97M +$3.56M +148,818 +144%
Jane Street
4
Jane Street
New York
$4.61M +$3.63M +151,992 +357%
QA
5
Quantitative Advantage
Minnesota
$2.14M -$317K -13,283 -13%
BCI
6
Brinker Capital Investments
Pennsylvania
$2.06M +$1.58M +66,226 +322%
SWP
7
ShoreHaven Wealth Partners
New Jersey
$1.9M +$1.92M +80,256 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$1.78M +$32.6K +1,366 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$787K
LWMNY
10
Landmark Wealth Management (New York)
New York
$727K -$236K -9,864 -24%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$647K -$212K -8,856 -24%
GIA
12
Gladstone Institutional Advisory
Florida
$603K +$397K +16,610 +188%
MA
13
Mutual Advisors
Nebraska
$561K +$109K +4,551 +24%
OPS
14
Orion Portfolio Solutions
Nebraska
$509K +$77.1K +3,227 +18%
OIA
15
OneDigital Investment Advisors
Kansas
$467K +$2.7K +113 +0.6%
F4L
16
Fortune 45 LLC
Louisiana
$398K -$464K -19,423 -54%
CCMG
17
Clark Capital Management Group
Pennsylvania
$360K +$363K +15,191 New
BFEC
18
Benjamin F. Edwards & Company
Missouri
$236K +$64.5K +2,700 +37%
PTC
19
Private Trust Company
Ohio
$153K +$155K +6,479 New
Osaic Holdings
20
Osaic Holdings
Arizona
$60K -$61.8K -2,585 -51%
PWM
21
Prentice Wealth Management
New York
$56K +$56.9K +2,379 New
SPIA
22
Steward Partners Investment Advisory
New York
$41K +$41.7K +1,745 New
AIP
23
Ameritas Investment Partners
Nebraska
$10K +$72 +3 +0.7%
FHA
24
First Horizon Advisors
Tennessee
$9K +$9.97K +417 New
PFS
25
Prospera Financial Services
Texas
-$538K -21,665 Closed